Duitbooks
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Pay and spend

Record a purchase

Enter a supplier's invoice for stock or goods you bought. Scan it and Duitbooks fills in most of the form.

Before you start: Add the supplier and the products you bought. Keep the supplier's invoice as a PDF or photo.

Steps

  1. 1Go to Purchases › Pending Review and click Create.
  2. 2Click Scan invoice to auto-fill and pick the supplier's invoice (PDF, JPG or PNG).
  3. 3Check the Supplier, Invoice Date, Payment Terms and Due Date the scan filled in.
  4. 4Pick the Branch and enter the supplier's invoice number as the Reference No.
  5. 5Under E-Invoice, pick Submitted if the supplier issued the e-invoice, then paste the Supplier e-Invoice UUID. Pick Self-billed if you issue it for them.
  6. 6Under Items, pick a product for any line marked in red, and check the quantities.
  7. 7Set the status to Completed once you've checked it, then click Create Purchase.
Create Purchase Invoice form: the Scan invoice to auto-fill button and the Supplier and Invoice Details
Steps 2 and 3 on the purchase form.

Tip: No supplier found after the scan? Duitbooks tells you the name it read. Pick the right supplier from the list, or add them first.

FAQ

Purchase or expense: which do I use?

Use a purchase for products you buy and track. Use an expense for bills without products, like rent, utilities or services.

The scan didn't work.

Duitbooks shows a message if it can't read the invoice. Fill in the purchase by hand instead.

What does a completed purchase do?

Pending purchases count toward what you owe the supplier. Completed ones also show in your P&L, payments and e-invoicing.

Related

Add a supplierSave a supplier once. Their details fill in on every purchase and expense you record.Record an expenseEnter bills that aren't for stock, like rent, utilities or services, so they count in your P&L.Reconcile your bankUpload your bank statement and match each line to what's in your books, so you know they agree.