Enter Vendor Billing Information

Receiving Overview | How Vouchers are Sent to QuickBooks Desktop

You can enter vendor billing information, such as Invoice #, terms, bill and due dates, etc. for your merchandise purchases in either Point of Sale or in QuickBooks Desktop financial software. The setting that determines if the vendor billing fields are on the Point of Sale voucher form is located in company preferences.

Note: This setting affects whether the necessary fields are included on the voucher form and how vouchers are sent to your financial software. We recommend you use the "How Vouchers are Sent..." link above to read about the differences before changing this setting.

By default, the vendor billing fields are not on the Point of Sale voucher form. You can change this setting if you do not use QuickBooks Desktop financial software or if you prefer entering the information in Point of Sale.

To change where vendor billing information is entered:

1. From the File menu, select Preferences Company.

2. Select Receiving from the left-hand preference menu.

3. Select or clear the check box labeled Enter vendor billing information in Point of Sale.

4. Click Save.

With the vendor billing fields added to Point of Sale, you can easily review and add billing information when you are making or editing a voucher.

To enter vendor billing information on the voucher:

1. With the voucher displayed, select Enter Billing Info from the I Want To menu. The Billing Information dialog is displayed. View example

    

2. Review and enter/edit information as needed. Typically, this information comes from the invoice from the vendor.  The vendor terms are suggested as the default terms from the vendor record or are carried from the PO. They can be edited here if necessary for this shipment.

Related Topics

Financial Exchange overview