Enter a Payment at Time of Purchase from Vendor
If you make a payment to a vendor at the time you record the purchase, you can enter the amount paid directly in the Purchases window. Follow these steps:
- From the Tasks menu, do one of the following:
- In the window, enter the purchase information following the instructions under Enter a Purchase Invoice.
- Once you have finished entering the information, enter the amount you are paying in the Amount Paid at Purchase field.
- Then press Enter.
- In the Reference field, enter something to help you identify the payment, such as the check number if you are paying by check.
-
In the Payment Method field, select the way that you made the payment.
Tip: You can click the Payment Method link to add, edit, or delete payment methods.
- In the Cash Account field, enter or select the general ledger account ID to which you want to apply the amount paid. The default account is the cash account that was used in the Payments or Write Checks window. You can select a different account or add a new one here.
- When finished, select Save to record the purchase and your payment.
The Reference, Payment Method, and Cash Account fields appear under the Amount Paid at Purchase field.
Note: If you have the Hide General Ledger Accounts global option activated, the Cash Account lookup list displays only names of cash accounts currently set up in the chart of accounts. Select the cash account name to apply to this payment. If you want to apply an alternate G/L account (an account that uses an account type other than Cash) for this payment, you must click Journal.