Creating Bills

Bills are created from the shared Documents form with the type set to Bill.

Typical Flow

1. Open Documents.
2. Start a new document and choose Bill.
3. Select the supplier.
4. Enter the bill dates, references, and line items.
5. Review totals, taxes, and payable values.
6. Save the bill and continue with review, export, or payment tracking.

Before You Save

• check the supplier and bill reference
• verify amounts against the received supplier document
• confirm taxes and totals
• keep attached follow-up actions inside the bill workflow

Related Pages

• Bill Options
• Bills Panel Walkthrough
• Managing Payments