Goal:
- Adding an unbilled item to a pending Bill
- Adding an unbilled item to an open Bill
- Add more unbilled items to a draft Bill
- Incorporating unbilled items into a created Bill
Steps:
-
Select Accounts Payable → Manage Bills
-
Select the Bill to view full details & options.
-
Once the bill is open, select the + Add Order Item button.
-
Select the unbilled item from the list by selecting the checkbox beside the item.
-
Select the Add unbilled item to add them to the Bill.
-
Once you have all the intended Items on your Bill, select Submit.
Note: The above steps only apply to our Legacy Accounts Payable Module. To add unbilled items to a draft bill in our New Accounts Payable Module, please use the Purchase Order drop-down to select the applicable purchase order. For information on our Accounts Payable modules, see Which version of the Accounts Payable Module do I have?
Additional Information:
- The unbilled item list will only show order items from the Vendor the Bill was made for.
- Bills can only contain payable items from one Vendor. It is not possible to have multiple Vendors on one Bill.