Working with Bills (Supplier Invoices)

Overview

Use a Bill Document to record an Invoice sent to you from a Supplier. The Bill indicates the quantities of products and services, their respective price(s) and the amount or balance owed by you. The Bill contains the payment terms agreed by you with the Supplier stipulating by when (Due Date) the balance is due to be paid.

NOTE: Unlike a Sales Invoice, a Bill Document is typically not issued to the Supplier (since

they sent you an Invoice in the first place!). It is simply used to record the transaction. This ensures you have a record of what you owe, and that your accounts are correct.

Prerequisites

Using salesorder.com the basics

Entering Line Items

Working with Transactional Documents

Working with Items

Entering and Editing

Creating a new Bill

See Creating new Transactions and Entering Line Items for the basic information.

Bill Key Facts

•	Bills are typically used when you receive an Invoice from a Supplier. This is in contrast to a Cash Purchase that is paid immediately.

•	The Bill is simply used to record the transaction details, it is not issued to the Supplier (unlike for example a Sales Invoice).

•	Entering a Bill Documents affects the associated Supplier balance, usually by increasing it. This means you owe money.

•	The Ref # is a unique identifier/number associated with the Document. See Working with Reference numbers (Ref #).

•	The format of the Printed Document (e.g. your company logo, colors etc.) and which columns are displayed in the Line Item table are configurable. See Working with Document Templates.

Related tasks and information

Configuring Transactional Documents

Entering Billing/Shipping addresses

Creating related Documents

Working with Item Receipts

Working with Payments to Suppliers (Money Out)

Working with Supplier Credit Notes

Printing Documents

Working with Emails

Transaction Audit Trail

Working with Jobs

Working with Memos

Working with Classifications