Supplier purchases & bills

Record a supplier bill#

1. 1

   Open Purchases → Create Bill.

   Select the supplier, or use New Supplier to create the contact first.

2. 2

   Enter the bill dates.

   Choose Bill Date and Due Date to match the supplier document.

3. 3

   Tap Add Item.

   Select an existing Product when this purchase replenishes stock. Create New Product if it has not been added before.

4. 4

   Review the line details.

   Enter the Description, select the appropriate GL Account, and set Qty and Unit Cost. Tap Add to place the line on the bill.

5. 5

   Check the full bill.

   Repeat for other items, remove mistakes, and compare the total with the supplier’s bill.

6. 6

   Save.

   The saved bill records a payable and linked product quantities are added to stock. Open the bill and product details to verify the results.

Record the supplier payment#

1. 1

   Check the actual payment.

   Confirm the amount has been paid to the supplier through the account you will select.

2. 2

   Open Bill Details.

   Choose Mark as Paid. Add a bank account first if the app asks for one.

3. 3

   Choose the bank.

   Select the account used to pay the supplier, then choose Confirm Payment.

4. 4

   Verify.

   Check the bill status and the bank’s transaction history. Daily sending limits configured for that account can prevent a payment record.

Check your purchase fields#