Billing
Learn how to create bills from purchase orders. This guide outlines the process to ensure accurate billing and payment tracking within the system.
Managing Bills
After creating a bill, you can manage it using the available actions:
- View: Review the detailed bill information.
- Download/View PDF: Download or view the bill as a PDF file.
- Mark as Paid: Update the status of the bill to reflect payment completion.
- Edit: Make changes to the bill if required.
- Delete: Remove the bill from the system if it was created in error.
Steps to Create a Bill
Navigate to the Bills Section
Go to the Bills tab from the main dashboard. This section displays a list of all existing bills, including details such as purchase bill number, vendor, bill date, total amount, paid amount, and status.
Click on “Create Bill”
Select the Create Bill button to initiate the process of creating a new bill.
Fill Out the Bill Details
- Bill Number: Assign a unique identifier for the bill (e.g., BL#001).
- Select Vendor: Choose the vendor associated with the purchase order from the dropdown menu.
- Bill Date: Set the date the bill is being issued.
- Purchase Order: Link the bill to a specific purchase order by selecting it from the list.
Add Description and Pricing Details
Provide a description of the items or services billed, the quantity, unit price, and applicable taxes. Ensure the amounts match the purchase order details to avoid discrepancies.
Review and Save
Double-check all the entered details for accuracy. Once confirmed, click Save to generate the bill. The bill will now appear in the bills list with its status set to Open.
Best Practices
- Ensure that the purchase order is finalized before creating a bill.
- Match the item details, quantities, and prices to the purchase order to maintain consistency.
- Use the “Mark as Paid” option immediately after payment is completed to keep financial records up to date.
