Billing

Record a purchase bill or an expense

Enter what you bought from a supplier, or a day-to-day expense, and how you paid for it.

Businesses that chose “record purchases here” when they started Billing.

Steps

Step 1: Start a purchase

Choose Purchases → New purchase.
Step 2: Enter the supplier’s bill

Pick the Supplier, then type the Supplier Invoice No. as printed on their bill and the Supplier Bill Date.
Step 3: Add what you bought

Add the items or services. For goods, choose the warehouse they go into.
Step 4: Say if you paid already

Enter Paid now and choose where it was Paid from, or leave it unpaid to pay later.
Step 5: Or record an expense

For rent, tea, travel or other costs, choose Purchases → Expense, pick a category, the amount and what you paid from, and attach the bill file if you have it.

Smart Books posts the purchase or expense, the supplier’s balance and your costs update, and goods you bought are added to stock in Inventory.

I do not see Purchases in my menu.

You answered “no” to recording purchases here. Change it in Settings, or ask the person who manages settings.

Open Billing in a new tab and follow along.

Open Billing All Billing guides