Purchases Table of Contents

Making purchases
Handling supplier debits

Paying suppliers

Applying supplier debits to open purchases
To apply a supplier debit (Purchases Register)

To apply a supplier debit (Pay Suppliers window)

Changing purchases
To change a transaction

To assign a purchase line item to more than one job

To convert a quote to an order or purchase (Purchases window)

To convert an order to a purchase (Purchases window)

To delete Sales/Purchases Information

Creating supplier debits
To record a partial return of items

To create a supplier debit

To delete a bill (with a deposit)

To reverse a purchase

Deleting purchase transactions
To delete an order (with a payment)

To delete a bill (with a deposit)

To delete a purchase (with a payment)

To delete an applied supplier debit or a supplier's refund

To delete a supplier payment

Editing lines on a purchase
To insert a line on a purchase

To insert a header on a purchase

To insert a subtotal on a purchase

To delete a line on a purchase

To enter a purchase
To buy items from a supplier

To buy services from a supplier

To make a purchase (Bank Register)

To pay a supplier using an owner's personal funds

To record a purchase paid by an employee

To track sales and purchases made with the same contact

Entering supplier payments
To pay a supplier (Pay Suppliers window)

To print and record a cheque payment

To pay a supplier (Bank Register)

To pay a supplier using an owner's personal funds

To record a purchase paid by an employee

Finding purchase transactions
To find a transaction

To find a supplier debit before it's settled

To find a supplier debit after it's applied

To find a supplier debit after you've received a refund for it

To find a supplier payment

Printing purchases
To print purchases

To print a single purchase

Receiving refunds
To receive a refund (Purchases Register)

To receive a refund (Pay Suppliers window)

Reversing purchase transactions
To reverse a purchase

To reverse an applied supplier debit/refund

To reverse a supplier's refund

To reverse a supplier refund recorded on a bank deposit for undeposited funds

To reverse a supplier payment

Reviewing your purchase information
To view purchases (Purchases Register)

To display a list of all purchases (Transaction Journal)

To display and Pay Suppliers for all open purchases (To Do List)

To display and Pay Suppliers for open purchases with expiring discounts

To display a list of orders and record as purchases (To Do List)

To print a list of all your purchases

To print a list of purchases by status

To print a list of all recurring purchases templates

To print a list of fully paid bills and their applied debit memos

To view a purchase's history

To view the amounts you owe your suppliers

Using recurring purchases
To find a recurring template

To create a recurring template

To record a recurring transaction

To change a recurring template

To delete a recurring template