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Vendor bills

From this section, you can view your vendors' bills and start entering a new document.

Navigation path: Invoicing → Vendors → Vendor Bills.

1. Open the vendor bill list​

Go to the Invoicing module, select Vendors in the top menu, and then Vendor Bills in the sidebar.

Vendor bill list

The list displays document information, such as number, status, payment status, date, and amounts.

If there are no records for the selected view, the message No records found appears.

2. Search and organize bills​

At the top of the list, you can:

  • Use Search to find a record.
  • Select Group by to organize the list.
  • Use the filter icon to refine the search.
  • Use the column icon to configure the view.

You can also switch between the available views:

  • All.
  • Vendor Bills.
  • Draft.
  • Posted.
  • Canceled.
  • Unsecured.

3. Create a vendor bill​

Click Create Vendor Bill in the upper-right corner of the list.

The entry form opens, initially showing Draft status.

Form for creating a vendor bill

4. Complete the general information​

In the General section, complete the document details.

Vendor and document​

  • Vendor: select the vendor the bill is from.
  • Document Type: select the type of document you want to record.
  • Document Number: enter the corresponding number. The field indicates that a number is generated automatically if left blank.
  • Vendor Bill Reference: enter a reference to identify the bill, if applicable.

Dates​

  • Bill Date: enter the document date.
  • Accounting Date: enter the corresponding accounting date.
  • Due Date: enter the bill's due date.

Payment details​

  • Payment Reference: enter a payment-related reference, if applicable.
  • Recipient Bank: select the appropriate bank.
  • Payment Terms: select the terms agreed with the vendor.

Fields marked with an asterisk are required. Review the prefilled dates and adjust them according to the document you are recording.

5. Add products​

In the Invoice Lines tab, click Add Product to start adding the products included in the bill.

6. Review the additional information​

The form also includes the following tabs:

  • Other Information.
  • Terms and Conditions.

Open each tab to review and complete the applicable information.