How to create a bill?

How to create a bill?

To create a bill in Zoho Inventory,

  • Go to the Bills tab.
  • Click on the quick create ‘+’ icon near Bills on the side bar or +New button on top of the Bills page.
Screen shot of bill creation buttons

  • Enter the required information such as the bill number and vendor towards whom the bill is payable.
  • Hit Save.

From Purchase Order

A purchase order that is in the Issued status can be converted to a bill. To do so:

  • Navigate to the preferred Purchase order.
  • Click on the More button.
  • Select the option Convert to bill.
  • You can also create a bill by clicking on the Bills tab inside the purchase order and choosing the New Bill option.
  • All the details such as the vendor name and items list will be auto filled.

    • Related Articles

    • How do I partially bill my purchase order?

      You can partially bill your purchase order by raising a bill for a portion of the total quantity of the items in it. To record a partial bill: * Create a purchase order with a say, five items and have it in the Issued status. * Go to More and select ...
    • How do I record my bill payments?

      Recording from bill To record a bill payment: Opening the bill. Select the option Record Payment. Fill in the details of the payment, such as the amount and date etc. Click on the Save button. Once you save the payment, the status of the bill changes ...
    • Create Zip files

      Easily create zip files to back up multiple files and folders in WorkDrive web. If you want to store this data in your computer, you can simply download the zip file at any time and extract its items. To create a zip file: 1. Go to My Folders or a ...
    • How to create an invoice?

      ​To create a new invoice: - you can do so in 3 ways. Method 1: From the Invoices module: You can create a new invoice by clicking on the quick create (+) icon near the Invoices module on the side bar or by clicking on the +New button on the right top ...
    • Create and Delete Inventory Adjustments

      To create an inventory adjustment in Zoho Books: Go to Items > Inventory Adjustments. Click + Make an Adjustment. Select Quantity Adjustment or Value Adjustment as per your requirement. Select the Account in which you would like to track the ...