Enter a Purchase Invoice

ClosedBefore you can perform this task:

To enter a purchase invoice:

  1. Create a new purchase invoice. ClosedHow?
      1. In the Home window, click Vendors & Purchases on the navigation pane.
      2. In the Tasks pane, right-click the Purchase Invoices icon and select Create Invoice from the menu.
  2. Select the method of payment from the Payment Method list:
  3. Select a vendor from the Vendor list.

    To enter an invoice for a vendor who is not included in your vendor list, you can add a vendor record "on the fly," or enter a one-time vendor. If you use a one-time vendor, you must pay the invoice at the time of purchase.

  4. In the Invoice No. box, enter the purchase invoice number.
  5. Enter a Date.
  6. (Optional) Allocate the entire transaction using the Project List menu. Line items can also be allocated to separate projects.
  7. (Optional) Select the location where you are storing the items. (Sage 50 Premium Accounting)
  8. In the Item Number column, click the arrow icon to open the drop down list and select an item or service. You can also click the magnifying glass icon to open the Search window for inventory and services.
  9. (Optional) If the selected vendor is associated with inventory items or services, only associated inventory items and services appear in the drop down list.If you want to view all your inventory items, click Show all inventory items. Then, click Show inventory items associated with ... to return to viewing only associated items and services. (Sage 50 Quantum Accounting)
  10. Enter a Quantity for each item.
  11. (Optional) If the selected vendor uses a unit of measure, you can select the vendor's unit from the list. You must first create the association between the vendor and the inventory item or service as well as define the vendor unit in the Inventory and Vendors window. (Sage 50 Quantum Accounting)
  12. (Optional) If the item uses serial numbers, click to enter the serial numbers of the items you are purchasing. (Sage 50 Quantum Accounting)
  13. When you have finished making additions or changes to the invoice, select either Process or Print & Process.

Note: If you have already set up associations between vendors and inventory items and services in the Inventory and Vendors window, either the last purchase price or current purchase price is used in the invoice. The current purchase price is dependent on the effective date indicated in the Inventory & Vendors window. (Sage 50 Quantum Accounting)

 What additions or changes do you want to make?

Change the date on this invoice

Change the tax code applied to an item in this invoice

Change the sales tax amount charged on this invoice

Allocate items in this invoice to projects

Display the import duty charged on the item in this invoice

Add additional information to this invoice

Add time slip charges to this invoice (Sage 50 Quantum Accounting)

Update the exchange rate of the foreign currency in this invoice

Add or change the payment terms on this invoice

Add or change the ship date on this invoice

Add shipment tracking information to this invoice

Add freight charges to this invoice

Change the tax code for freight charges

Allocate freight charges to projects

Print this invoice

E-mail this invoice

Print the subtotal on invoices

Select a printer for invoices

Modify your printer setup

Change the number of copies printed

Set up form options for customer invoices

Set up email form options

Change the print alignment on a pre-printed form

Open the Sage 50 Forms Designer to customize a Sage 50 Form

Email a direct deposit stub to a vendor

Print a direct deposit stub for a vendor

Automatically use the same vendor for the next invoice

Automatically use the same item location for the next invoice (Sage 50 Premium Accounting)

Customize the item columns in the sales invoice window

Customize the tab order in the sales invoice window

Change the terminology Sage 50 Accounting uses for purchase invoices (Sage 50 Premium Accounting)