Accounts Payable โ€“ Bills

What is an invoice? An invoice is a document that is sent to a buyer that specifies the amount and cost of services or products that have been provided by a vendor. The invoice indicates what must be paid by the buyer and according the payment terms (for example, net 30 days) of the seller. Payment terms specify a period of time that the buyer can pay for the invoice to get a discount on the product or service.


1. Click on Bills under the Accounts Payable tab:

2. Click on +NEW BILL 


3. Select the vendor, payment method, invoice number, invoice date, due date, and next approver


3. Choose File in the Invoice Attachment box:


4. Click on Add Item


5. Click on the purchase order you'd like to add to the bill you're creating: 


6. Click Add Unbilled Items:


7. Select a pre-set Tax if necessary. Tax can be set up under Settings -> Customize costs for bills: