Writing a Purchase Invoice
A Purchase Invoice is used to create a receipt for items not purchased using ALLDATA Manage Online. Writing a Purchase Invoice for these items will help keep track of these purchases within the program.
Examples:
- Purchasing office supplies, food, or uniforms.
- Selling products (oil, wiper blades, etc.) over the counter.
Note: This is NOT a sales tool. This incorporates receipts from outside purchases into your program.
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If you haven't already, set up your suppliers.
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Click Accounts >> Purchase Invoice.
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Fill in the purchase information >> click Add.
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To make sure the Purchase Invoice is recorded properly, you must enter a:
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Invoice number
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Sales Class Code
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Net
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If the transaction is complete, check Paid and select the method of payment used >> Select Invoice or Credit.
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A popup box will appear >> click OK.
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The list of Purchase Invoices can be found in Purchase Accounts. See Account Reports to learn more.
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