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How to create a Bill without a Purchase Order
How to create a Bill without a Purchase Order
Updated over a week ago

Goal:

Can I create a bill without a purchase order? How do I create a bill without a PO?


To create a bill without a Purchase order, use the + New Item button during Bill Creation.

Steps:

  1. Navigate to Accounts PayableCreate bill.

  2. Click Upload to attach an invoice or drag and drop the file into the upload area. (Must be PDF, JPG, or PNG files)

  3. Fill in the Bill details as applicable

  4. Click + New Item to add an item.

  5. Select the applicable approver for this bill and click Submit. Note: Bills will not require an approver if your domain has enabled auto-approve for bills.

Additional Information:

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