Vendor Tabs

A purchase order is a vehicle for alotting funds to pay for a future invoice.  Use this tab to view and manage purchase orders for this vendor. New Purchase Order To add a new purchase order click "Add Purchase Order" on the right s...

This tab lists the receipts for items/parts you have received from this vendor. Add Receipt Click "Add Receipt" on the right side of the page to add a new receipt. Complete Fields Vendor Select the...

This tab provides information about bills you receive from this vendor. Add Bill Click "Add Bill" on the right side of the page. Complete Fields Complete the fields in the "Add Bill" page that appears. Ve...

This tab provides information about payments you have made to this vendor. Add Payment To record a payment you have made to a vendor click "Add Payment" on the right side of the page. Complete Fields Complete the fi...

This tab provides information on credits from this vendor. Add Credit To record a credit from this vendor click "Add Credit" on the right side of the page. Complete Fields Complete the fields in the Add Credit...

This tab provides a list of checks you have used to make payments to this vendor. Add Check Click "Add Check"  to record a check you made a payment with. This is not common please consult an accountant before doing so. C...

Add internal notes about the vendor in this tab. Add Vendor Note Add Note Click "Add Note" on the left side of the page. Complete Fields Complete note fields. Note Content Enter the note's content in the...

Upload and manage documents linked to this vendor. Add Documents Upload Files Click "Upload Files" on the right side of the page  Select the file(s) you would like to upload from your documents and click the "enter" key o...