Purchases

Overview

In Susan.one, almost all purchases except expenses of reporting entities are registered throw purchase invoices.

A purchase invoice is a document that a company receives when they buy something, giving details of price, payment conditions, etc.

To review the list of purchase invoices, navigate to Purchases > Purchase Invoices. Once there, you’ll see a list view of all purchase invoices.

Purchase Invoices

You can filter purchase invoices by status or date range or search by the document number

Adding Purchase Invoice

To add a purchase invoice, follow these steps:

  1. Open the purchase invoices list
  2. Click New
  3. Fill the document
  4. Click Save

Detailed information on purchase can be found by clicking on the arrow icon at the end of the row

Purchase Invoices

The document will be saved in Draft status.

Confirming Purchase Invoice

To confirm the purchase invoice, follow these steps:

  1. Open the purchase invoices list or navigate to Purchases > Unapproved invoices and click on the purchase invoice
  2. Click Confirm
  3. Click Confirm in confirmation dialog

By confirming the document, it will get the status the Open and a journal entry is be created

Disconfirming Purchase Invoice

When the purchase invoice is confirmed, you can disconfirm it when really needed. To disconfirm the purchase invoice, follow these steps:

  1. Open the purchase invoices list and click on the purchase invoice
  2. Click Unconfirm
  3. Click Confirm in confirmation dialog

Purchase Invoices

Editing Purchase Invoice

To edit the purchase invoice, follow these steps:

  1. Open the purchase invoices list and click on the purchase invoice
  2. Change purchase invoice data
  3. Click Save

Only purchase invoices in Draft status can be edited

Deleting Purchase Invoice

To delete the purchase invoice, follow these steps:

  1. Open the purchase invoices list and click on the purchase invoice
  2. Click Delete
  3. Click Confirm in confirmation dialog

Only purchase invoices in Draft status can be deleted

Payments for the purchase invoice

To add payments for the purchase invoice, follow these steps:

  1. Open the purchase invoices list and click on the purchase invoice in Open status
  2. Select payment method, payment date and insert the payment amount
  3. Click Save payments

You can use multiple payment methods

Purchase Invoices

Country-based or less important payment details are available by clicking the arrow icon at the end of the row

Once the purchase invoice has been paid in full, it can be marked as paid.

Finalizing Purchase Invoice

Finalizing is the procedure for a purchase invoice when the document is paid in full. To finalize the purchase invoice, follow these steps:

  1. Open the purchase invoices list and click on the purchase invoice paid in full
  2. Click Confirm
  3. Click Confirm in confirmation dialog

By finalizing the document, payments will be confirmed and a journal entry is created