Creating a Bill for a Vendor
Follow these steps to create and manage a vendor bill:
Click Accounting in the main navigation, then select Vendors. From the list of vendors on the left, select the vendor you want to bill. At the top right of the page, click New Bill below any existing bills. This will open the "New Bill" form.
Enter the details in the "New Bill" form:
Bill No. (Invoice number or reference number)
Item (the type of charge)
Site (location related to the charge)
Description (brief description of the charge)
Company (associated company)
Amount (total charge amount)
Dates (billing and due dates)
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 to add a new item.
After creating the new item, refresh the page to use this item on your current bill.
To add multiple line items to the bill (for example, charges for different repairs):
Click the three-dot menu (⋮) on the right side of the bill form. Select the option to add another line item.
Fill in the details (Item, Company, Site, Amount, etc.) for each additional line.
After completing all necessary fields, click Save at the bottom right to finalize and save your bill.
