Create a Bill

In this article you will learn how to create an individual Bill in SkySlope Books.

1. In the Left Navigation bar, go to Purchases (A/P) > Bills
2. Click Create 
3. Fill out the following fields:

• • Bill #: Add the bill number  
  • Vendor Name: Select from the dropdown - Note: If vendor is not in the dropdown, navigate to Directory > Contacts and add them
  • Bill Date: Add the date of the bill
  • Payment Terms: Select the appropriate payment term option from the dropdown
  • References: Add any additional reference (if applicable)
  • Items +: By default, one line item will be added below, if there are multiple items for this                  bill, click here to add additional lines
  • Product/Service: Select from the dropdown
  • Description: Add additional details, if applicable
  • Quantity: Add the quantity of items for this product/service - Note: Quantity x Rate = Amount
  • Rate: Add the rate - Note: The rate may auto-populate but can be overridden
  • Amount: This field will automatically calculate based on quantity x rate
  • Account: This will auto-populate based on what account was associated with the                          product/service  upon creation 
  • Assign to Division: Depending on how the product/service was set up, you may be able to select a specific division (office) from the dropdown for reporting purposes
  • Deal Association: For reporting purposes, you can associate a specific deal to the bill for              tracking expenses  
  • Click Create 

Important: Once a bill is created, you must go to the bill and either initiate or log the payment to complete the bill processing.  Follow the steps in this article to learn how!

Updated October 02, 2024 01:07