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  1. Managing Bills
  • December 22, 2022 21:38
  • Updated

How to put an unbilled item onto an already created Bill

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:

  1. Select Accounts Payable → Manage Bills

  2. Select the Bill to view full details & options.

  3. Once the bill is open, select the  + New item button.

  4. Select the unbilled item from the list by selecting the checkbox beside the item.

  5. Select the Add unbilled item to add them to the Bill .

  6. Once you have all the intended Items on your Bill, select Submit.

 

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.
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