{"id":626,"date":"2023-04-07T11:28:36","date_gmt":"2023-04-07T08:28:36","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/bills\/creating-a-bill\/"},"modified":"2024-10-15T14:38:13","modified_gmt":"2024-10-15T11:38:13","slug":"creating-a-bill","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/bills\/creating-a-bill\/","title":{"rendered":"Creating a Bill"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Akaunting makes easy the process of creating a bill.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you log in to your company&#8217;s dashboard, go to <strong>Purchases<\/strong> on the navigation menu bar.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Purchases <\/strong>to reveal a drop-down menu.<\/li>\n\n\n\n<li>Select <strong>Bills.<\/strong><\/li>\n\n\n\n<li>From the Bills dashboard, click <strong>New Bill<\/strong>.<\/li>\n\n\n\n<li>Enter the required billing details.<\/li>\n\n\n\n<li>Required bill details include <strong>Vendor<\/strong>, <strong>Date, Bill number, and Item number.<\/strong><\/li>\n\n\n\n<li>Add a vendor to the Bill by selecting <strong>Add a Vendor.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07113143\/creating-bill-1024x576.png\" alt=\"creating a bill on Akaunting\" class=\"wp-image-629\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07113143\/creating-bill-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07113143\/creating-bill-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07113143\/creating-bill-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07113143\/creating-bill-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07113143\/creating-bill.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on <strong>New Vendor, <\/strong>and enter the vendor details &#8211; Name, Email, Number, Tax number, Payment Currency, and others, as desired.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07113305\/new-vendor.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, <strong>Save<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Add an Item <\/strong>to add services or products. Enter the item name, description, quantity, and price.<\/li>\n\n\n\n<li>The Bill&#8217;s total price is automatically calculated.<\/li>\n\n\n\n<li>After entering the necessary details, click <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can use the <strong>Notes<\/strong> box to add instructions to Bills.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Advanced <\/strong>option lets you define a <strong>Footer<\/strong>, <strong>Category<\/strong> and upload <strong>Attachments<\/strong> if necessary.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Adding Discounts to Bills<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When creating a Bill, you can apply a global discount or limit the discount to specific bill item(s).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Discounts applied to specific items are called <strong>Line discounts<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add line discounts to a bill, you need to enable the feature in the settings:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Settings <\/strong>on the <strong>Sidebar<\/strong> and select <strong>Localization.<\/strong><\/li>\n\n\n\n<li>On the Localization page, scroll down to <strong>Other &gt; Discount Location.<\/strong><\/li>\n\n\n\n<li>Select <strong>Both Line and Total <\/strong>to have both line and global discounts.<\/li>\n\n\n\n<li>Then <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Now, to add a Line discount:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>New Item <\/strong>while creating a bill<strong>. <\/strong>Enter details of your product or services &#8211; name, description, quantity, and amount.<\/li>\n\n\n\n<li>Below the <strong>Quantity <\/strong>input box, click on <strong>Add discount.<\/strong><\/li>\n\n\n\n<li>Enter the discount in percentage or currency amount.<\/li>\n\n\n\n<li>The total discount is automatically calculated on the bill.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Adding Taxes to Invoices<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>New Item <\/strong>while creating a bill<strong>. <\/strong>Enter details of your product or services &#8211; name, description, quantity, and amount.<\/li>\n\n\n\n<li>Below the <strong>Price <\/strong>input box, click on <strong>Add Tax.<\/strong><\/li>\n\n\n\n<li>Click on <strong>New Tax<\/strong> from the dropdown options and required details &#8211; Name and Rate (in percentage).<\/li>\n\n\n\n<li>Then, <strong>Save.<\/strong><\/li>\n\n\n\n<li>The added Tax is automatically applied to the total bill amount.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Changing the Color of a Bill<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">While creating a Bill, you can customize the color to match brand colors.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1690\" style=\"aspect-ratio: 2880 \/ 1690;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/15143803\/bill-color-change.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the New Bill Page, scroll down to Advanced.<\/li>\n\n\n\n<li>Click Advanced to expand.<\/li>\n\n\n\n<li>Click the Color icon to see an extended color palette, or Enter the color code manually.<\/li>\n\n\n\n<li>Then, Save.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Akaunting makes easy the process of creating a bill. Once you log in to your company&#8217;s dashboard, go to Purchases on the navigation menu bar. 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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":623,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-626","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/626","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=626"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/626\/revisions"}],"predecessor-version":[{"id":3106,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/626\/revisions\/3106"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/623"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=626"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}