Top menu > + button > New purchase
1. Click the + button among the action buttons located in the top right corner of the screen. Doing so reveals a list of options.
2. From these options, click New Purchase. This takes you to the Create Invoice screen.
3. Here, choose the supplier from the Supplier dropdown list. As soon as a selection is made, the relevant details are automatically filled in the respective fields.
4. If you want to add a new supplier, click the +Add a new supplier button from the Supplier dropdown list.
5. Enter the IBAN or QR-IBAN and the beneficiary.
6. Moving on to the Invoice Details section, choose the category to which the purchase belongs using the Purchase Category dropdown list.
7. Select whether VAT is included in the unit price.
8. Record the details of each item using the Service or Product, Qty, Units, Hourly Rate, VAT(%), and Total excl. VAT fields and dropdowns.
9. To add a new item, click the +Add Line button. This adds a new line with similar fields and dropdowns for you to enter the details.
10. If you want to customize the category, click the three-dot icon at the end of the line and select Customize Category. Doing so reveals a dropdown that allows you to choose between Products, Services, or Other.
11. If you want to customize the fields in the items, change the document language and format, or customize categories across all lines, click the Settings button located in the top right corner of this table.
12. Enter the adjustment value in the Adjustment field.
13. You can also apply a discount to the invoice total by rate or amount.
14. Enter any comments in the Comments text box.
15. To generate the invoice and create another one, click the Generate and Continue button.
16. Clicking the arrow icon next to the Generate and Continue button reveals options allowing you to Generate and Finish (returning to the invoice list) or Save as Draft (without generating entries).
