PAYMENTS MADE FOR PURCHASES
First find the relevant purchase if you're not already there. (see below)
If a purchase has been paid for in full then click the 'Paid in Full' button,
the amount, date and payment method are filled in automatically. Adjust the
date and payment method if necessary. The
'Payment ID' field is intended for cheque numbers, bank references and such
If the payment is a part payment then simply enter the amount, date, payment
method and payment ID into the 'Payments Made' box. To delete a payment
line click the 'x' button to the left of the relevant line.
FINDING EXISTING PURCHASES
There are two ways of doing this from the main 'Suppliers / Purchases' page...
First method: First find the relevant supplier and then click the 'List/View
Purchases' button - all purchases from this supplier will be listed. Select
the relevant purchase from the list.
Second Method: Regardless of which supplier is currently being viewed click
the 'List/View Purchases' button. From the list view click the 'Find All' button
- all purchases from all suppliers will be listed. Select the relevant purchase
from the list.
There are many more useful find and sort features in the list view...
PURCHASE INVOICE LIST VIEW
LISTING ALL PURCHASES: To list all purchases for all suppliers simply select
the 'List All' button, this button displays the total number of purchases for
all suppliers combined.
FINDING A DATE RANGE: Use the 'Date Range' button to reduce the current list
of purchases to those that fall within a given date range. Select the date
to the left of the button and use the calendar (small icon to the right of
the date) or manually type the earliest date to search for. Do the same for
the latest date to search for on the right hand side of the button. Click the
'Date Range' button to perform the find.
Note: When changing the month or year on the calendar make sure you follow
this by clicking on a day even if the correct day is highlighted otherwise
the date in the date field won’t change.
To find ALL purchases for ALL suppliers that fall within a given date range
click the 'Find All' button before clicking the 'Date Range' button.
LISTING OVERDUE PURCHASES: The 'Find All Overdue' button lists ALL overdue
for ALL suppliers.
PRINTING LISTS: Just click the 'Print' button. Note: If you print out lists
that run onto multiple pieces of paper the totals on the top are totals for
the entire list not the total for items listed on that particular piece of
SORTING LISTS: A list can be sorted by Supplier, Date, Total Amount, Amount
Outstanding or Status. Just click the relevant 'Sort' button in the headings
VIEWING PURCHASES: To view a particular purchase simply select it from the
Click 'Back' to return to the main 'Supplier / Purchases' page.