The Purchases section is a database of all your business’ purchases, and includes credit notes, too. Here, you can add new bills as well as view, edit, and filter them by a status and by a specific period. You can also export a list of bills and perform searches on various criteria.

To navigate to the Purchases section, select Accounts from the sidebar menu and then select Purchases from the drop-down menu.

You can also search the list of bills by specific parameters using the search function.

1 Bills 

The Bills tab contains a list of bills sent to your business by suppliers etc, and also credit notes received. On the Bills tab you can view individual bills and credit notes, filter the list by specified parameters and export the list in .csv format.

1.1 Filter Bills

To filter a list of bills:

  1. Select Accounts from the sidebar menu and then select Purchases from the drop-down by status.
  2. Select All Statuses and then select the required filter from the drop-down menu. 
  3. To filter by a specific period, select All Periods and then your required period from the drop-down menu.

4. To create a customised time period, use the date picker:

1.2 

Export a List of Bills

To export a list of bills for a particular period in .csv format:

  1. Select  Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Select Export.

The file will be saved in the folder selected in the settings of your browser.

Recurring Bills Tab

This tab is a list of recurring bills you have created for this company. Here, you can view bills, delete or make them inactive.

2.1 Inactivate a Recurring Invoice

To deactivate a recurring bill:

  1. Select  Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Select Inactive from the Status column next to the recurring bill.

2.2 Delete a Recurring Bill

To delete a recurring bill:

  1. Select Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Select x next to the recurring bill you’d like to delete.
  3. Select Save.

To delete several recurring bills at the same time:

  1. Select Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Tick the tickbox of the recurring bills you’d like to delete.
  3. Select Delete and then select Delete from the pop-up message to confirm your action.

3 Archived Bills 

The Archived Bill tab shows you a list of the archived bills. 

 Note: The Archived Bills tab is only active if you have at least one archived bill. 

4 Drafts

Here you will find all the draft bills waiting for approval

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