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.
- If you haven't already, set up your suppliers.
- Click Accounts >> Purchase Invoice.
- Fill in the purchase information >> click Add.
- To make sure the Purchase Invoice is recorded properly, you must enter a:
- Invoice number
- Sales Class Code
- Net
- To make sure the Purchase Invoice is recorded properly, you must enter a:
- If the transaction is complete, check Paid and select the method of payment used >> Select Invoice or Credit.
- A popup box will appear >> click OK.
- The list of Purchase Invoices can be found in Purchase Accounts. See Account Reports to learn more.