Bills

This page lists all supplier bills and credit notes. Once the purchase orders have been received, they turn into bills.

You can search for the following:

• Purchase order number
• Bill number
• Supplier name

You can filter the list by

• Date range
• Location

Sync to Xero

If there is an active Xero connection, you can click on the "Sync to Xero" button to upload those un-sent invoices/credit notes to Xero.

You can access the Xero's settings page for more options available.

API ready

Before an bill/credit note can be exported to Xero, it must be set as API ready.

By default, at the time when the purchase orders are received, they are flagged automatically as API ready. You can manage this automatic setting from the settings page.

To set one or more invoices to be API ready (if they are not already)

On the main Bills page:

• Tick to select one or more bills/credit notes
• Click on the "Set API ready" button
  

When viewing a bill:

• Click on the "Api pending" toggle button
  

Edit bill details

On the invoice view details page, if the invoice/credit note has not been exported to Xero, you can change the following details:

• Bill number or invoice number provided by the supplier
• Due date
• Channel source
• Payment term

Click on the Save button to make the changes. These changes will be recorded in the audit log againt the invoice/credit note.

Create purchase return

On the bill view details page, you can create a new purchase return by the following method:

1. Tick one or more product lines to be returned
2. Click on the Actions menu
3. Choose "Create purchase return"

This creates a new purchase return order based on the selections. It can be found on the purchase orders page. You can then edit or change it's details including add/remove product lines.

You can also leave the purchase return as un-processed and add notes or update the user status to keep track of where the return is at.

To finalise the return, go through the similar process as receipting a PO, in this case, it is to return and complete the return of goods and credit note.