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Expenses / Purchases
Learn about How to record cash expenses, credit expenses, record purchases, record payments, How to create the Sales Order and import vendors.
How to create a Purchase bill?
To record purchases on the dashboard click on Expenses tab. You will get a tab namely Record Purchases. Click on purchases, all purchases will appear. Purchase Voucher dashboard Steps for creating a New Purchases: Click on New Purchases on the top right hand button. Voucher Number : Voucher number will appear automatically. Vendor Name: Please enter the n
Recording Credit Expenses
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Recording Cash Expenses
How to record expenses in ProfitBooks
How to create Purchase Order?
How to create Purchase Order? Let' see how to create a Purchase Order. To record purchases on the dashboard click on Expenses tab > Record Purchases. You can create a Purchase Order via following steps: Select Vendor from the drop down box. You can create a new vendor account by clicking on ‘+Add New’ option if there are no accounts. Enter Record date & Due Date Select Item, Quant
How to Import Vendor List?
How to import vendors in ProfitBooks
How to create a new Vendor?
How to create a new Vendor? There are two ways to create Vendor. Create a Vendor from Expenses>Vendors menu. Please fill in all required fields link vendor name, address , email id, Tax Information, Billing Information, Payment information and contact details. Most importantly, select the appropriate currency and opening balance and date. Another Option to Create a Vendor is through Pu
How to record advance paid to Vendors?
Advance payment is a type of payment made ahead of its normal schedule such as paying for a good or service before you actually receive it. To record advance paid to Vendors follow the below steps : Expenses > Make Payments > Payment Vouchers > Advance Payments Click on Add New Record. Select Adva
How to record Payment against Purchase invoices?
How to record Payment against Purchase invoices? There are two ways to record payment against Purchases: First method: **Step 1: ** Go to Expenses > Make Payments, click on Add New Record, ** Step 2:** Select Against Purchases / Expenses. Step 3: Fill in the required details like: Pay to - You need to select the vendor from the drop down. It will show the Purchase order
How to change the sequence number for Purchase?
Lets see how can we change the sequence number for Purchases: Please follow the path Settings > Custom Fields & Preferences Section. Follow the following procedure: Select the Purchases under the option of "Set Preferences for". Now you can select any sequence no. option from below three: