Creating a Bill

Akaunting makes easy the process of creating a bill.

Once you log in to your company’s dashboard, go to Purchases on the navigation menu bar.

• Click Purchases to reveal a drop-down menu.
• Select Bills.
• From the Bills dashboard, click New Bill.
• Enter the required billing details.
• Required bill details include Vendor, Date, Bill number, and Item number.
• Add a vendor to the Bill by selecting Add a Vendor.

• Click on New Vendor, and enter the vendor details – Name, Email, Number, Tax number, Payment Currency, and others, as desired.

• Then, Save.
• Click on Add an Item to add services or products. Enter the item name, description, quantity, and price.
• The Bill’s total price is automatically calculated.
• After entering the necessary details, click Save.

You can use the Notes box to add instructions to Bills.

The Advanced option lets you define a Footer, Category and upload Attachments if necessary.

Adding Discounts to Bills

When creating a Bill, you can apply a global discount or limit the discount to specific bill item(s).

Discounts applied to specific items are called Line discounts.

To add line discounts to a bill, you need to enable the feature in the settings:

• Go to Settings on the Sidebar and select Localization.
• On the Localization page, scroll down to Other > Discount Location.
• Select Both Line and Total to have both line and global discounts.
• Then Save.

Now, to add a Line discount:

• Select New Item while creating a bill. Enter details of your product or services – name, description, quantity, and amount.
• Below the Quantity input box, click on Add discount.
• Enter the discount in percentage or currency amount.
• The total discount is automatically calculated on the bill.

Adding Taxes to Invoices

• Select New Item while creating a bill. Enter details of your product or services – name, description, quantity, and amount.
• Below the Price input box, click on Add Tax.
• Click on New Tax from the dropdown options and required details – Name and Rate (in percentage).
• Then, Save.
• The added Tax is automatically applied to the total bill amount.