How to Create Bills

Accessing Bill Creation

There are multiple ways to access the bill creation page.

Method 1: Go to the Item Navigation Sidebar and select “Bills”. If you are creating your first bill, click on the “Create Bill” button.

Method 2: Click on the “+” next to the bills tab to create a bill.

Method 3: Click on the “+New” button on the top right corner of the bills window.

Bill Creation

Here, you’ll need to fill out all the important details regarding bill creation.  

1. Select the name of the vendor who billed you.
2. The system will automatically create an unchangeable bill number. 
3. You can enter the purchase order number of items whose bill is being created.
4. Enter the date on which the bill is created. 
5. Enter the due date for the bill. 
6. You can add any notes or memos if you want.
7. Select the items that you received.

Insight: Items cannot be added unless you select a vendor’s name.

1. Select the purchase account. 
2. Select the item’s warehouse. 
3. Enter the quantity to bill
4. You can enter the item’s price. 
5. You can select the applicable tax on the item.  
6. Here, you can see the total cost per item 
7. Here, you can view the subtotal of all the items.
8. You can add any discounts provided by the vendor.
9. You can add any adjustments to round off the subtotal, i.e. rounding off a $521 to $520.
10. Here, the total payable amount will be displayed.
11. Click on the “Save” button to enter the bill in your system.
12. Or, click on the “Cancel” button to discard all changes.

The bill will now be added to your system in SeeBiz Inventory and will be automatically tracked until it’s paid.

Suggestion: Fields marked with the “*” symbols are mandatory, while the rest can be skipped for now.

Attach Purchase Orders to Bill

If you have already created a purchase order, you can attach it to a bill. Here’s how.

• After selecting a vendor from the “Vendor’s Name” field, a new option will be displayed below if any purchase orders for that vendor are present in your system.
• Click on the “Add # Issued Purchase Orders” button.

• Now select the purchase order(s) from the list and click on the “Add” button.

The items in the purchase orders will be automatically added to the bill.

Also, you can still manually add other items, apart from the ones in the purchase order, in the bill as well.