Effortlessly Manage Your Sample Vendor Invoice PDF for Enterprises

Sample vendor invoice pdf for enterprises

i'm now going to show you how to record supplier invoices on quickbooks online in the previous video we added a supplier example supplier one limited let's now record an invoice from this supplier there are a few ways to do this i'll show you a couple of ways example supplier one limited if we scroll to the right of their name there is a create bill option here if that's not showing just simply click on the drop down arrow here and select create bill if i click on create bill i'm taken to the create bill screen this is where we record the details of the suppliers invoice alternatively if we click on the supplier's name we are taken to the suppliers account and there'll be more about this in a later video at the top right here new transaction click on bill once again we're taken to the create build screen it's an identical screen it does exactly the same thing no matter which way you choose to access it we have the suppliers name up here if we want to change the supplier just click on the drop down list and choose from your suppliers list if your supplier isn't showing then they need adding two quickbooks online as mentioned in the previous video and demonstrated in the previous video the mailing address here including the name is all taken from the suppliers record we can change this if we like but whatever we've put on the supply record is going to show here we have payment terms the terms the credit terms on the invoice select the relevant terms if the relevant terms aren't showing you can simply just add new terms by clicking here whatever you add will then show in this list going forward let's just say it's 30 days so net 30. enter the bill date so that's the invoice date let's say this is the third of may the due date is calculated automatically by the bill date and the payment terms so if this was 15 days the due date would change 15 days from the bill date i click on 30 it's now 30 days from the bill date the bill number is the invoice number so that will show on the invoice everything you need on this screen will show on the invoice you're simply just replicating the data the information from the invoice onto quickbooks online so the top half of this bill is recorded we just need to do the bottom half now we have category description and amount category is the nominal account it's the account that this expense is going to be posted to this was all covered in a previous video so we have codes for and accounts for bank charges credit card charges equipment entertaining interest paid motor insurance the list goes on and on if your expense doesn't show it simply needs adding to quickbooks online which was covered at the beginning of this course let's just say that this supplies invoice is for legal and professional fees you can put in the description usually a description is on the invoice but you can summarize or create your own description and the amount of the invoice so this was for a thousand pounds a thousand euros thousand dollars you put in a thousand once we're happy we can click save and close this information will then be stored on quickbooks an invoice will be recorded for this date with this payment terms with this due date with this reference number against league one professional fees with a description of this for a thousand pounds if i click save and close the invoices then added two quickbooks online and is showing on the suppliers account down here you can see we have our invoice with the reference the category and the amount so all you do is go to new transaction click on bill and enter the boxes fill in the information the invoice will then be on quickbooks online in the next video i'm going to show you how to record payments that we've made to supplies