How to create a Bill

The following article includes a video and step-by-step instructions outlining how to create a Bill in Procurify. Functionality may differ for those with the Prepayments feature enabled.

Steps:

1. Click on the + Request on the top navigation bar and click Bill or navigate to Accounts Payable → Create 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. Select the Vendor and the Purchase Order (PO) in the drop-down fields. The invoice date and due date will automatically populate when you select the PO.
4. Fill out the Bill details as applicable. The Invoice number is a required field. To make edits to an item, use the [...] button. See below for Item Edit Options.
5. Select the applicable approver for this bill and click Submit. Note: Bills will not require an approver if your domain has auto-approve for bills set enabled.

You've created a Bill in Procurify! 

Note: At any time during the Bill creation process, you can click Save Draft to save the Bill, or click Cancel to return to the Manage Bills page. 

Item Edit Options

• To add new items or other unbilled items, use the + Add Order Item or the + New Item button.
• To remove items from the Bill, select the [...] button to the right-hand side of the item you wish to remove and select Remove item. This will remove the item from the Bill itself and not the P.O.
• If you have applicable Cost Bill Custom Fields, select the Add Cost drop-down field at the bottom of the Bill.