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Create or Edit a Bill | Zayls

by Zayls
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Knowledge Base Purchasing | Create or Edit a Bill

Create or Edit a Bill

Create a Bill:

There are several ways to create a bill:

  • Create a bill inside the Purchasing Workflow
  • Create a bill using Bills Module

 

Create a bill inside the Purchasing Workflow:

1. Click a Purchase Order.

2. In the Bills pane, click Add.

3. In the New Bill Window, the Supplier, Purchase Order, Date Billed, Payment Terms, Due Date, Item/s and its Quantity are already filled by default. You may enter your Remarks or update the Date Billed, Reference #, Payment Terms or Item Quantity.

4. Once done, click Save to save the transaction or Cancel to terminate the form.

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created bill. You can click the message to create another bill.

6. When you go back to Purchase Orders overview or to an existing Purchase Order, the bill is updated.

Create a bill using Bills Module:

1. In the Bills overview, click New Bill.

2. Select a Purchase Order and click Next.

3. In the New Bill Window, the Supplier, Purchase Order, Bill Date , Payment Terms, Tax Type Due Date, Item/s, and its Quantity are already filled by default. You may enter your Remarks or update the Bill Date, Reference #, Payment Terms, or Item Quantity.

4. Once done, click Save to save the transaction or Cancel to terminate the form.

5. A successful message will appear on the top-right-hand corner and you’ll be able to see the newly created bill. You can click the message to create another bill.

Net of VAT refers to Total Sales minus the 12% value-added tax (VAT)

6. When you go back to Purchase Orders overview or to an existing Purchase Order, the bill is updated.

BILL# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click here.

Edit a Bill inside the Purchasing Workflow:

1. In the Purchase Orders overview, click a Purchase Order.

2. In the Bills pane, click the Bill Number.

3. Click Edit.

4. Enter the new details and then click Save or Save and Return located at the bottom. A message will appear if the bill is saved successfully.

 

Edit a Bill using Bills Module:

1. Click the Bill you want to edit.

2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the bill is saved successfully.

If you are not able to create or edit a Bill that means the admin did not give you access to Bill – Modify.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.

Add Comments to a Bill:

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Bill record, click the Comments tab.
  2. Enter your message in the Comment box.
  3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment:

1. Find the comment you want to edit or delete.

2. Click .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.

Related Article: Print, Duplicate, Void, or Delete a Bill