How to Create Bills

How to Create Bills

Follow the below steps to Create Bills
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Purchasing and Bills> Bills
  3. Click on either "Add New Record" or the "+" sign to initiate the creation of a new Bill.
  4. Choose the Supplier Name from the dropdown list.
  5. Enter the Purchase Order Number.
  6. Specify the Due Date and Bill Date.
    The bill date is the date on which an invoice or bill is issued by a supplier, marking the official request for payment from the customer. The due date is the date by which a payment must be made to fulfil a financial obligation. It is an essential element in managing finances, cash flow, and business relationships.
  7. Provide the Reference Number, select the Project Name, and choose the Asset Name from the available dropdown options.
  8. To add items, click on "+ Add New" under Line Items.
  9. Opt for an existing Item from the list, or click on "+ Add New Item" to create a new one.
  10. Enter the Description; the Unit Cost will be automatically populated, but you can modify it if necessary.
  11. The Account, Tax Rate, and Total Cost fields will be filled in automatically according to the list item
  12. The total amount will also be calculated automatically.
  13. If needed, you can attach additional files by clicking on "Add New File" under attachments
  14. Submit to save it.