Add a bill you have received
Create a bill for items you've received that you need to pay for (sometimes called accounts payable). You can add related files to bills, and code items to different accounts.
What you can do
Depending on your user role, you can:
- Add bills using the plus icon , from the Dashboard, the Purchases screen, directly from a purchase order, or when you're in your contacts’ details.
- If you’re using multi-currency, add bills in other currencies.
Add a bill
Click the plus icon and select Bill.
Add the items you need to pay for. You can drag and drop the item lines to reorder them.
(Optional) Code items to different accounts. For example, code one to office expenses and one to printing.
(Optional) Click the file icon to upload items related to the bill.
Save the bill, send it for approval, or approve it yourself.
(Optional) If you want a customer to pay for a billable expense, click Assign expenses to a customer.
(Optional) Click Add Note to enter additional information for the bill.