Create a vendor bill

Create a vendor bill to record items or expenses purchased from a vendor. Open Menu and select Payables > Billing > Vendor bills.

Before you begin

You need an active vendor. See Create a vendor.

Create the vendor bill

  1. Open Menu and select Payables > Billing > Vendor bills.

  2. Select Create vendor bill.

  3. Select the Vendor.

    QuickStart sources available defaults from the vendor, including terms and the accounts payable account. If the vendor has no terms, the default terms from Payables preferences are used when configured.

  4. Enter the vendor bill date. Review the sourced Terms, Due date, term discount information, and Reference ID.

  5. Enter a memo and billing address when needed.

  6. To record purchased items, select Add item and enter the item, quantity, rate, and any required location.

  7. To record an expense without an item, select Add line under Expense lines, select the Category, enter the Amount, and add a Description when needed.

  8. Review any payment terms discount.

  9. In Accounting, review the Posting period and Accounts payable account.

  10. Select Save as draft to finish later, or select Submit.

QuickStart calculates the total from the item and expense lines. A draft does not post. The bill posts immediately after submission when approval is not required, or after it is approved when approval is required. Its balance then becomes available for payment or credit.

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