Bill represents a record of a purchase from a vendor. Creating bills helps track payables, record inventory, and manage cash flow. Bills can also be linked to projects, include attached documents, and support easy return or payment logging.
Create a Bill
Go to Purchases > Bills > Create a Bill
Select Vendor from the list
Fill in Bill Date, Due Date, and Vendor Bill Number
Click "Add a Line" to enter purchased items
Input Item, Quantity, and any additional lines
Click "Save" to record the bill
Additional Features
Attach Files
You can upload supporting documents like invoices, receipts, or product specs. Click "Add Files" (accepted formats: PNG, JPEG, PDF).Select a Project
Link the bill to a specific Project for cost tracking and project-based accounting.Edit the Bill
After saving, use the Action menu to Edit, Download PDF, or Share.
Step by Step:
1. Navigate to "Purchases"
2. Click "Bills"
3. Click "Create a Bill"
4. Select a Vendor
5. Fill Bill Date
6. Fill Bill Due Date
7. Add Venodor Bill Number
8. Click "Add a Line" to add purchased items.
9. Add the quantity of purchased items.
10. Add more lines as needed and click "Save" to record the bill.
Add Files
11. Click "Add Files.
Seclet a Project
12. If this bill is part of a Project, select the project. Tip! EDIT Bill
Edit Bill
13. Click Edit Bill
Bill Sharing and Download
Click “Download PDF” to save printed record or send it via mail.
Click “Share Bill” to send it via email or get a shareable link.
Track smart read receipts to confirm if the recipient has viewed the document.
Recording Payments
Click "Record Payment"
Fill in Amount, Payment Date, Method, and Account
Add Memo if needed
Click "Record" to finalize payment
Step by Step:
1. Click "Record Payment"
2. Fill payment amount.
3. Payment Date.
4. Payment Method.
5. select Payment Account.
6. Add a memeo when needed.
7. Complete Payment by Clicking "Record"
Recording Returns
Click "Record Return"
Add returned item(s) and quantity
Optionally include a Memo and File Attachment
Click "Record" to save the return
Step by Step:
1. Click "Record Return"
2. Click "Add a Line"
3. Fill the returned item quanity
4. Add a memo when necessary to document the return cause for records.
5. Click "Files," and you can add a file to the return records.
6. Click "Record" to save the return
