Bills
Purchases › Bills.
Record a bill
Section titled “Record a bill”- Select + New bill.
- Choose the Supplier, the Issue date and Due date, and the Currency.
- Add lines with a description, the account the cost belongs to, and the Tax rate. Tick Amounts include tax if needed.
- Save as a draft. When it is checked, Post it.
You can also start a bill from an uploaded receipt. See Receipts.
Statuses
Section titled “Statuses”| Status | Meaning |
|---|---|
| Draft | Saved, not yet in your books. You can Edit draft |
| To pay | Posted and unpaid or part paid |
| Overdue | Past its due date and unpaid |
| Paid | Settled in full |
Select a bill to see the supplier, dates, Total, Paid, Balance due, its lines and the Payments made.
Paying a bill
Section titled “Paying a bill”Payments are recorded when you match a bank row to the bill on Reconcile. The bill moves to Paid automatically. To correct a posted bill, use a credit note.