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Creating a Bill for a Vendor

Learn how to create and manage vendor bills, add line items, and handle item management effectively.

Written by Conor Taliancich

Creating a Vendor Bill

  1. Go to Vendors from the left-side navigation.

  2. Select the vendor you want to bill from the vendor list on the left.

  3. Click New Bill on the right side of the page.

  4. Enter the details in the New Bill form, including:

    • Bill No.: invoice number or reference number

    • Item: the type of charge

    • Site: the location related to the charge

    • Description: a brief description of the charge

    • Company: the associated company

    • Amount: the total charge amount

    • Dates: billing and due dates

Managing Bill Items

If the item you need is not listed:

  1. Click the Item dropdown menu.

  2. Scroll down and select Manage.

  3. In the Manage Items window, click New.

  4. Create the new item.

  5. Click Submit.

  6. Refresh the page to use the new item on the current bill.

Adding Multiple Line Items

You can add multiple line items to a bill, such as separate charges for different repairs.

To add another line item:

  1. Click Add Line Item on the bill form.

You can also:

  1. Click the dropdown menu on the right side of the bill form.

  2. Select Add Line Item.

  3. Fill in the details for each additional line item, including the item, company, site, amount, and any other required fields.

Saving the Bill

After completing all necessary fields, click Save at the bottom right of the bill form.

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