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Create a Bill

Created by Natalie Bidal, Modified on Fri, 23 May at 3:16 PM by Natalie Bidal

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!

 

 

 

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