Purchases, expenses, and vendor payments

How do I find vendor payments and the bills they settled? Payments Made helps you trace supplier payments to their bills and paying accounts.

How do I record income without duplicating invoice payments? Use Incomes for receipts that are not already recorded as invoice payments or customer advances.

How do I choose an expense's payment method and account? Choose what the cost was for separately from how it was paid.

How do I track expenses by customer or project? Link an actual expense to the customer’s project so you can review it with the job.

How do I set up and review a recurring expense? Set a repeat pattern for a business cost and review generated expenses before entering another one.

How do I create a purchase order and send it to a vendor? Prepare the order you intend to place with a vendor, then review it before sending.

How do I convert a purchase order to a bill? Convert an approved purchase order instead of entering a second bill for the same purchase.

How do I record a full or partial vendor payment? Record the amount you actually paid and leave any remaining supplier balance outstanding.

How do I record a vendor bill and track the amount owed? Record the supplier invoice you owe, then record payment when it actually happens.

How do I add an expense from a receipt? Attach the receipt first. Invoice Crowd can fill in details it recognizes, and you can correct them before saving the expense.

How do I manage vendor credits and refunds? Use vendor credit when a supplier reduces a bill or owes you credit.