Creating a bill is an easy way to manage your external costs, providing a reliable record for tracking status, reconciling deliverables and/or discrepancies, and maintaining financial oversight. By linking your bills to an existing purchase orders, data remains connected, eliminating duplication and reducing extra administrative. The connection helps ensure consistency between what was ordered and what has been billed, streamlining process and improving accuracy in financial management.
Navigate to your Purchase Order, click on Actions, select Create Bill from the drop-down menu, you will be prompted to enter a supplier, supplier contact and the bill, or invoice number, click on Create Bill.
From here, a pop-up box will ask you to enter the suppliers bill, or invoice number. The bill will then open, allowing you to edit and details including the description, unit price, or amount. The order number will pre-populate and show as blue text, indicating its a hyperlink and connected.
Your bill will automatically default to a Open status, and show the Purchase Order as billed, or Part Billed (depending on the dollar amount entered). When a bill has been assigned to a Purchase Order, the Purchase Order can no longer be edited.