Bills

Bills are managed from the unified Documents module with the document type set to Bill.

What You Can Do Here

• review supplier bills from the bill list
• filter and search incoming documents
• open an existing bill for review or editing
• follow payment status and export data when needed

Typical Workflow

1. Open Documents
2. Switch the document type to Bill
3. Find the supplier bill you need to review
4. Open the bill or use list actions for the next step

In this section

• Creating Bills - Record new bills
• Bill Options - Available settings
• Bills Panel Walkthrough - Overview of the bills panel
• Managing Payments - Track bill payments
• Exporting Bills - Export bill data
• Duplicating Bills - Copy existing bills
• Convert to Quote - Transform bills into quotes