Hi Joseph KV ,

Thank you for reaching out with your question about how to record a purchase transaction without an invoice in Sage.

Here's what you can do:

1. Open the General Journal transaction window.

   • In Enhanced View: Select the Company section, then click on General Journal in the Accountant's Tasks section.
   • In Classic View: Select General Journal from the General column.

2. Enter a reference or transaction number in the Source field. This is required to process the transaction.

3. Set the appropriate date in the Date field.

4. In the Account column, click the magnifying glass icon to open the Select an Account window, highlight the desired account, and then click Select.

5. Enter the amount in either the Debit or Credit column, depending on the nature of the transaction.

Make sure that the debits and credits balance to save the transaction. For a purchase without an invoice, you can record the payment made through the bank in your General Journal as a credit and offset it with the corresponding debit entry reflecting the purchase.

If you need more detailed assistance or have any other questions, please let us know!

Warm Regards,
Erzsi