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How to create a Purchase on Web ?

To create a purchase Invoice on Web. First, Go to Purchases, and Select Purchases Now, click on "Create Purchase” from the top right-hand...

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to Purchases, and Select Purchases

Now, click on "Create Purchase” from the top right-hand corner of the screen.

create purchase Invoice

Step 2: Fill in the vendor's details.

You can select existing vendors from the drop down list or add new vendors by typing in their details manually.

(And fill in the necessary details like due date, reference number etc.)

Fill in the Vendor details

Step 3: Fill in the details of the products.

You can select existing products from the drop down list or add new products by typing in their details manually.

To add more products, click on ‘+ Add New Product’, which will add new item rows.

Fill in the Product details

Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.

Step 4: Fill in other required details

Add additional charges (if applicable) and create or edit notes as well as terms and conditions.

additional charges and other required details

Step 5: Add your signature and click on save.

add signature to purchase Invoice

Your Purchase Invoice is ready, and you can share it via WhatsApp, SMS, or Email with your Vendor.

Share your Purchase Invoice

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