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How to create a bill for a partially received order
How to create a bill for a partially received order
Updated over a month ago

Goal:

  • bill by unreceived

  • partial payment

  • How to make a create a bill for a partially received item

  • two-way matching/2-way matching?

  • Can I bill an item that hasn't been received?

The following workflow is only available to customers on our new Accounts Payable module, . To identify which version of Accounts Payable you are using, see Which version of the Accounts Payable Module do I have?


Steps:

  1. Go to Accounts Payable and click Create Bill.

  2. Select the applicable vendor and the PO.

  3. In the line item, click the three-dot options button

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    and select Edit Item

  4. In the pop-up window to edit item details, choose whether you would like to bill by Cost or QTY (quantity)

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5. Type in the cost or quantity you want to bill for.

6. Click Submit to save the changes to the bill.

7. Complete the bill by following the usual steps for bill creation.

Success! You have created a bill for a partially received order.

Note: Future bills created for the same PO will display the previously billed amount(s), and the bill items will auto-populate with the remaining balance.

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