Creating a Vendor Bill
Go to Vendors from the left-side navigation.
Select the vendor you want to bill from the vendor list on the left. (Or create a new one if you need to (How to Add a Vendor).
Click New Bill on the right side of the page.
Enter the details in the New Bill form, including:
Bill No.: invoice number or reference number
Item: the type of charge
Site: the building or unit 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:
Click the Item dropdown menu.
Scroll down and select Manage.
In the Manage Items window, click New.
Create the new item.
Click Submit.
Refresh the page to use the new item on the current bill.
Note: If a newly created item is missing or unavailable in the Item dropdown, check its linked account and the company/association selected for the bill line. Items linked to an company/association-specific account can only be used for that company/association. If you have left the company/association dropdown blank, or if you have the wrong one selected, the item may not appear. If the list has not updated after saving the item, try refreshing the page.
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:
Click Add Line Item on the bill form.
You can also:
Click the dropdown menu on the right side of the bill form.
Select Add Line Item.
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.