#MAKE A QUICK INVOICE PRO#

Within Actiontep you can create a supplier invoice as a template - which we call 'Pruchase templates'. Here you can choose to apply a purchase template to the supplier invoice that you are creating.Ī purchase template is a pre-entered supplier invoice. We explain all the fields in more detail below: There are ten fields that you can populate in this section, though you will likely only need to populate four for each supplier invoice: The template (if applicable), the supplier, the supplier number and invoice date. We explain each of these sections in more detail below.Įntering details of the supplier invoice into the Quick Entry Wizard

The bottom of the screen has options for the Quick Entry Wizard will allow you to save the record and move onto the next supplier invoice, stop entering supplier invoices or upload supporting documents to the supplier invoices you are creating.

The middle will be where you set the line items for that supplier invoice.

The top deals with the details of the supplier invoice (who the supplier was, the number, if it is linked to a matter, etc).

The screen that will open will have three parts to it. Then click on the button above the list of supplier invoices. Go to the Accounting menu, look under Purchases and choose Supplier Invoice.

You can only create supplier invoices using the Quick Entry Wizard from the list of supplier invoices. It presents you with the basic information you will need for a supplier invoice and allows you to create record after record in a string. This method is designed to be a faster way for you to enter supplier invoices into Actionstep. In this article, we will show you one of the two ways that you can create a new supplier invoice in Actionstep, the other found here Creating a supplier invoice / vendor invoice. These are an important way for you to manage your company's expenses on a day to day basis. Supplier invoices (also called Vendor invoices) are the bills that are sent to you for your company to pay. This article covers functionality only available with that option.

#MAKE A QUICK INVOICE PRO#

Actionstep offers built-in accounting to users on our Practice Pro + Accounting plan.

Make a quick invoice