Adding a New Bill

Step 1: Open the Add New Bill Window

1. Click “Actions”
2. Select “+ Add New Bill”
3. The Add New Bill window will appear.

Step 2: Assign Tags (Optional)

• Tags help group and locate bills easily.
• Click the Tags search bar.
• Select the tags you want to assign.

Step 3: Choose a Vendor

• Select a vendor from the drop-down list.
• If the vendor is not listed, create a new one.
• Enter the vendor’s Mailing Address.

Step 4: Enter General Bill Details

• Terms: Choose a payment term from the available options.
  • If a payment term is set, the Due Date will auto-fill.
• Bill Date: Enter the date the bill was issued.
• Bill Number: Add a unique bill number.

Step 5: Add Parts & Services

1. Click the Parts & Services search bar.
2. Find and select the part/service from the list OR type its name, number, or code.
3. The related fields will auto-fill.
4. Enter the Quantity (the total amount will calculate automatically).

Additional Options:

• Mark as Billable – If the item/service is chargeable to a client.
• Mark as Taxable – If the item/service is subject to tax.
• Assign a Customer – Link the billable item to a customer.

Step 6: Review & Save

• To remove a customer, click “Other X” near the customer box.
• Click Save to save the bill.
• The bill will be added to the bill list and remain open for further editing.