How to Create a Bill

Steps:

1. Go to ACCOUNTS PAYABLE → CREATE BILLS. Alternatively, you can also click on the + New Request on the top navigation bar to access $ Bill 

2. Choose which Vendor you are going to pay. 

3. Fill out the Bill details such as invoice number, invoice date, due date, and Vendor payment method (If you know the payment method)

4. Select  to add Purchase Orders.

5. Check the boxes next to the Purchase Orders you want to pay, or you can type in the search bar to filter. 

6. Select Add Unbilled Items. 

7. You may include tax if needed and select from the list, or you can add a Field if needed.

8. When you're ready, select Submit. 

   Tips!

   • Budget visibility is not available for bills and payments learn more.
   • Purchase Orders must be in closed status before you can include it in a bill. 
   • Bills may have an auto-approved setup, and some may require approval upon submitting. 
   • Only users with Accounts Payable permissions will be able to create bills.