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.



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