Objective: Create a PO for office equipment, receive the invoice, and schedule the payment.
1. Create PO: Go to Transactions > Accounts Payable > Purchase Orders.
◦ Vendor: “Staples” (or similar).
◦ Item: “New Printer”. Price: $400.00. Account: Office Equipment.
◦ Save.
2. Receive Invoice: Go to Transactions > Accounts Payable > Vendor Invoices.
◦ Select Vendor: “Staples”.
◦ Link PO: Use the Purchase Order dropdown to select the PO you just created. Verify the $400.00 fills in automatically.
◦ Invoice #: Enter “INV-9988”.
◦ Save.
3. Pay Bill: Go to Transactions > Accounts Payable > Pay Bills.
◦ Find the “Staples” invoice for $400.00.
◦ Check the box to select it.
◦ Click Generate Checks.
4. Verify: Go to Transactions > Cash > Print Checks to confirm the check is waiting in the queue.