Bills

Bills page is located under Expenses > Bills. On this page you can see all bills, search/filter for any, create a new one, edit the current ones and delete them.

The following fields are displayed:

  • Number: The number assigned to the bill, by your vendor.
  • Vendor: To whom will pay the bill.
  • Amount: Amount of the bill.
  • Invoice Date: Date when the bill is issued.
  • Due Date: Date when the bill is due to be paid.
  • Status: The status of the bill.
  • Actions: You can use this button to show, edit, duplicate, and delete the bill.

bills list

New Bill

The following fields are displayed as blank to be filled, some are required and some not. Those marked with red star are required.

  • Vendor: To whom will pay the bill.
  • Currency: Currency used.
  • Bill Date: Date when the bill is issued.
  • Due Date: Date when the bill is due to be paid.
  • Bill Number: The number assigned to the bill, by your vendor.
  • Order Number: A number assigned to an order for that bill.
  • Items: The list of all items that can be assigned to that bill. You can add multiple items.
    • Actions: There are 2 (two) actions; Add and Delete.
    • Name: The name of item. It will populate records from Items page after you start typing their name. It can also be a custom item.
    • Quantity: Default is 1. You can enter decimal quantity (1.7)
    • Price: The purchase price of item. It will bring it automatically but you have the opportunity to change it if you want.
    • Tax: The list of applicable Tax Rates. You can add new taxes or change the rate of tax from "Settings > Tax Rates page".
    • Total: It will calculate automatically the total price of item according the quantity and tax. It is not an editable field.
    • Subtotal: The total prices of items without taxes.
    • Tax: The total price of taxes.
    • Total: The final amount of bill, including everything.
  • Notes: You can add a custom note to the bill.
  • Category: Category of the bill to be used in reports.
  • Recurring: Automatically create bills for ongoing jobs. Times=0 means infinite. Don't forget to set the Cron Command available at Settings > General > Scheduling.
  • Attachment: You can attach file related to the bill.

bills form

Show Bill

The following image shows the details page of a bill:

bill show

Actions

From the left bottom buttons, you can edit, print, delete, add payment, mark as received and apply a lot more actions.

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