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Purchases Overview
Vendor Debits Overview
Vendor Payments Overview
Applying vendor debits to open purchases
To apply a vendor debit (from the Purchases Register)
To apply a vendor debit (from the Vendor Payments window)
Changing purchases
To change a quote or order
To change a bill
To change a recurring template’s name or frequency
To change a recurring template’s line items and other information
To convert a quote into an order or bill using the Purchases window
To convert an order into a bill using the Purchases window
Creating vendor debits
To create a vendor debit for no specific reason
To remove an order with a deposit applied to it, and to enter a refund check from the vendor for the deposit amount
To reverse a bill
Note: If you overpaid a vendor
Entering purchases
Step 1: Choose the purchase you want
Step 2: Enter information about the vendor
Step 3: Enter line items
Step 4: Complete the purchase
Step 5: Choose what you want to do with the purchase
Entering vendor payments
Step 1: Identify where the money for the payment will be drawn from
Step 2: Enter details about the vendor payment
Step 3: Indicate which purchases will be affected by the payment
Step 4: Choose what you want to do with the vendor payment
Finding purchase transactions
To find a purchase
To find a recurring template
To find a vendor debit before it’s settled
To find a vendor debit after it’s applied
To find a vendor debit after you’ve received a refund check for it
To find a vendor payment
Printing purchases
To choose the purchases you want to print
To choose a form layout for your purchase forms
To print and reprint your purchases
To reprint a single purchase
Receiving refund checks
To receive a refund check (from the Purchases Register)
To receive a refund check (from the Vendor Payments window)
Removing purchase transactions
To remove a quote
To remove an order with no payment applied to it
To remove a bill with no payment applied to it
To remove an order with a payment applied to it
To remove an order with a deposit applied to it, and to enter a refund check from the vendor for the deposit amount
To remove a bill with a payment applied to it
To remove a recurring purchase
To remove an applied vendor debit or a vendor’s refund check
To remove a vendor payment
Reversing purchase transactions
To reverse a bill
To reverse an applied vendor debit
To reverse a vendor’s refund check
To reverse a vendor’s refund check that was recorded on a bank deposit for undeposited funds
To reverse a vendor payment
Reviewing your purchase information
To view purchases in the Purchases Register
To display a list of all purchases on your computer screen using the Transaction Journal
To display a list of all open purchases on your computer screen using the To Do List
To display a list of open purchases with expiring discounts on your computer screen
To display a list of recurring templates on your computer screen using the To Do List
To display a list of orders on your computer screen using the To Do List
To print a list of all your purchases
To print a list of your purchases by status
To print a list of all your recurring purchases templates
To view a purchase’s history
To change a transaction from the Inquiry Register window
To view the amounts you owe your vendors
Using recurring purchases
To record a recurring template (from the Purchases window)