The type of spend you want to make. Some of the options listed below may not be shown depending on the price plan you are on:
- One-off Card Payment
- Subscription on Card
- Invoice paid by Bank Transfer
- Recurring Order
- Purchase Order
The company you are buying from.
New suppliers can be added from the Contacts ["+New Contact"] section
A description of what you are buying
The invoice for the purchase if you already have it. If not, you can provide it later
Any other attachments you want to add to the purchase
The cost centre that this purchase should be charged to.
This field may be named differently for you depending on how your company structures its cost allocations.
Line item details
More detail about what you are ordering. This is an optional field, but if the order has VAT, this is the only way to indicate how much VAT is
The date on which you expect to receive the invoice
The time frame in which you will pay the supplier. For most suppliers this field will be auto-populated. See this article how to make sure it is auto-populated.