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How to create a bill

Guide on how to create a bill.

Updated over a year ago

Creating a bill is a great way to track managing your external costs. It helps with accurate documentation of supplier costs, providing clarity on quantities, prices, and items provided. By streamlining the billing process, it offers a reliable record for tracking status, reconciling discrepancies and aligning with purchase orders.

Navigate to your Project, click on the Bills tab, click on + New Bill and you will be prompted to enter a supplier, supplier contact and the bill, or invoice number, click on Create Bill. From here, the bill will open, allowing you to enter the description, order details, line items and specify items such as due date, payment terms and order number.

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