Record a vendor bill

What this is for

Enter the vendor’s invoice so you know what you owe and can pay it.

Concepts

New Bill is their bill to you (Bills on the vendor). Reference Number is their invoice number. Term sets Due Date.

Receive Item in the toolbar loads lines from a receipt so you do not retype qty and price.

This is not a customer invoice. Customer billing is Create an invoice.

Before you start

• Add a vendor.
• Prefer a confirmed receive if goods already arrived.

Steps

1. Open Providers → the vendor → Bills.
2. Add a bill. You land on New Bill.
3. Enter Reference Number, Date, and Term. Note Due Date.
4. Optional: click Receive Item and load the receipt. Or add product lines.
5. Click Save.

What happens next

Pay a vendor.

If something looks wrong

• Duplicate bill. Check Reference Number on existing Bills first.
• Amounts disagree with the receipt. Load Receive Item instead of typing, or adjust lines to match the paper invoice.