Tapping Add new transaction or a transaction in the supplier transaction list displays a transaction form. You can use the form to view, modify or enter the details of a supplier transaction or to perform an action for that transaction.
This help topic describes the options in the form. If you require other introductory information, please refer to:
Specify the date of the transaction.
Tip: Tap and hold to set the date to the current date.
This is displayed if Make Recurring has been selected from
Choose the supplier. It is normal to set up new suppliers
Choose Purchase or Payment/Credit.
Note: You should choose Payment/Credit if you have been given a credit note from your supplier. When you receive
Specify a description, such as the purchase invoice number.
You should normally choose the following:
For a purchase - an expense account
For a payment - a bank, petty cash or credit card account.
For a credit - an expense account (usually the same as the existing purchase).
Note: The text "Payment/Credit" is shown in red for
Enter the value of the transaction.
Tip: Tap and hold to choose whether the value is inclusive or exclusive of VAT (alternatively
Specify the VAT rate. The field to the right displays the VAT content and the percentage rate. It is possible to enter the value of the VAT directly into the field, and EasyBooks will show you the percentage rate.
This is available only if the business is registered for VAT, as specified in the Business Settings screen.
Tip: Tap and hold to set the standard VAT rate.
Optionally, you can enter details of the transaction. The details will appear as a line item on any PDF you generate.
Menu:Adds a new line item (for example, to create separate line items on any PDF you generate from the transaction).
Note: You can delete a line item by setting Amount to zero, or by swiping from right to left and tapping Remove split.
Creates a new transaction by duplicating the transaction that you have opened. This provides a fast method to create a new transaction if it is similar to an existing one.
Allows you to set up a recurring transaction. Tap Repeat to specify the period between transactions (such as every month). Each transaction generated will be a clone of the first (except the date).
Menu:Sets whether the Amount is inclusive or exclusive of VAT.
The default setting is determined by Amount Entry in the Settings screen.
This is available only if the business is registered for VAT, as specified in the Business Settings screen.
Enables you to produce a PDF of the supplier's sales invoice, which you can print, email or open as required.
Produces a PDF of the supplier's credit note, which you can print, email or open as required. This option is available only if Account 1 is a supplier and Account 2 is an expense account.
Marks the purchase as "PAID". A 
will appear against the purchase to indicate that you have paid the supplier. You may want to use this option if you have not used Make Payment.
Note: This option does not decrease the amount you owe the supplier. It is provided merely as a visual aid.
This option is available only if you have opened a purchase that was previously marked as "PAID" using Add tick. The option removes the tick and the "PAID" mark on the sale.
Enables you to enter the details of a payment you have made to the supplier for the purchase you have opened. A will appear against the purchase to indicate that you have paid the supplier.
This option is available if you previously used Make Payment on the purchase. The option enables you to access the payment transaction you entered for the purchase.
