View Bills

Bills are records of amounts owed for goods or services purchased on credit. These may include invoices, phone bills, and utility bills.

To manage your bills, go to Settings > Expenses > Bills.

The Bills page allows you to easily create, view, manage, and process payments.

Bills List

When you open the Bills page, you will see a table listing all bills. Each bill includes the following details:

• Vendor – The supplier or service provider.
• Bill Number – A unique identifier for the bill.
• PO Number – The associated purchase order number.
• Bill Date – The date the bill was issued.
• Due Date – The deadline for payment.
• Balance – The remaining unpaid amount.
• Total – The full amount of the bill.
• Status – The current stage of the bill (e.g., unpaid, paid, overdue).

Sorting Bills

Click on a column header to sort bills by Vendor, Bill Number, PO Number, Bill Date, Due Date, Balance, Total, or Status.

Filtering Bills

Use the filter bar to search bills by Vendor Name, Balance, or Status.

Actions Button

This button provides different options:

• Add New Bill – Create a new bill.
• Delete – Remove selected bills. (The delete option is disabled until bills are selected.)

Adjusting the Bills List View

Choose how many bills to display per page: 15, 25 or 50. Use the Previous and Next buttons to navigate between pages.

Add or View Payment Information

Viewing and Adding Payments

Click the + icon next to a bill to:

• View payment details (if the bill is already paid).
• Add a payment (if the bill is unpaid).

For paid bills, you will see:

• Payment date
• Payment method
• Amount paid
• Reference number

For unpaid bills, you can add a payment.

Adding a Payment

1. Click + Add New Payment.
2. Select a payment method (Credit Card, Check, or Cash).
3. Enter the payment amount.
4. Input a reference number.
5. Click Save. The bill status will update to Paid.

This simplified guide makes it easier to manage your bills efficiently.