Purchases Window

Called the Purchases, Orders, and Quotes window, if you have turned on the order and quote features for vendors. In this window, you can record a purchase quote, purchase order, or purchase invoice.

Select the transaction you want help with in this window:

Purchase invoices

Select a task you want help with in this window:

Enter a purchase invoice

Enter a shipping company

Allocate an amount to a project

Print an invoice

Display purchase transaction detail report

Change the amount or type of sales tax charged on an invoice item

Change the total amount of sales tax in an invoice

Export an invoice to a Sage Simply Accounting user 

Import an invoice from a Sage Simply Accounting user

Recall recurring transaction

Store recurring transaction

Look up transaction

Enter additional information about invoice

Adjust an invoice

Void an invoice

Find the keyboard shortcuts for invoices

Change the terminology Sage Simply Accounting uses for purchase invoices (Premium)

Purchase orders

Select a task you want help with in this window:

Enter a purchase order

Enter a shipping company

Allocate an amount to a project

Display purchase transaction detail report

Change the amount or type of sales tax charged on an item

Change the total amount of sales tax in an order

Recall recurring transaction

Store recurring transaction

Look up transaction

Enter additional information about order

Print an order

Export an order to a Sage Simply Accounting user 

Import an order from a Sage Simply Accounting user

Adjust an order

Void an order

Convert a purchase order into an invoice

Convert a quote or purchase order to an invoice

Find the keyboard shortcuts for orders

Change the terminology Sage Simply Accounting uses for purchase orders (Premium)

Purchase quotes

Select a task you want help with in this window:

Enter a purchase quote

Enter a shipping company

Allocate an amount to a project

Display purchase transaction detail report

Change the tax code for a quote item

Change the tax code used for the entire quote

Print a quote

Recall recurring transaction

Store recurring transaction

Look up transaction

Enter additional information about quote

Export a quote to a Sage Simply Accounting user 

Import a quote from a Sage Simply Accounting user

Adjust a quote

Void a quote

Convert a quote to a purchase order

Find the keyboard shortcuts for quotes

Change the terminology Sage Simply Accounting uses for purchase quotes (Premium)