Create a bill

Record a bill to capture what you owe a supplier and the accounts the cost should be charged to.

Steps

1. From the Accounting menu, open Bills.
2. Select Create Bill.
3. Choose the Supplier.
4. Enter the Bill Number (the supplier’s invoice number) and the Bill Date.
5. Set the Due Date (it must be on or after the bill date), and optionally Payment Terms.
6. Add one or more line items. For each line, choose an Account, enter a Description, a Quantity, and a Unit Cost. You can mark a line as taxable and optionally link it to a product, work order, or project.
7. Optionally set a tax rate and add Notes.
8. Save the bill.

When saved, you’re taken to the bill’s detail page with a confirmation showing its internal number.

Rules to remember

• A bill needs at least one line item.
• The bill date cannot be in the future, and the due date must be on or after the bill date.
• Line accounts must be expense or asset accounts that are active.
• The bill date must fall in a fiscal period that is open — a closed or locked period is rejected.
• The bill number must be unique for that supplier.

Tip: You can also start a bill from a purchase order or pre-select a supplier, and you can duplicate an existing bill to reuse its details.