The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
A mirror image to Invoices! Purchases are similar to invoices except, rather than sending an invoice to a Client, you’re sending a purchase to a vendor. In other words, you would utilize Invoices for charging your Clients whereas Purchases would be to track your costs with Vendors.
Since a purchase is typically made up of materials and expenses in Accelo, purchases must be generated from a project, ticket or retainer. Creating a purchase directly from a company is not supported at this time.
Make creating your Purchase easy by creating Purchase Templates in advance, and creating Service and Material Items lists which can be added to any Project, Ticket, or Retainer, as well as their invoices.
Using this guide, you can: