Bills

Creating a Bill

Estimated reading: 2 minutes

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.
creating a bill on Akaunting
  • 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.

Changing the Color of a Bill

While creating a Bill, you can customize the color to match brand colors.

  • On the New Bill Page, scroll down to Advanced.
  • Click Advanced to expand.
  • Click the Color icon to see an extended color palette, or Enter the color code manually.
  • Then, Save.
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