Record supplier bills and payments

Use Bills to record amounts your company owes suppliers. Use Bill Payments to record settlement. A bill and its payment are separate steps, so do not create a second bill just because you are paying the first one.

Record a bill

1. Confirm the supplier exists under Vendors.
2. Open Bills and choose Create.
3. Select the vendor and enter the bill date, reference and line details requested by the form.
4. Review quantities, amounts, taxes, due date and totals against the supplier's document.
5. Save the bill and check its displayed status.

Record payment

1. Open Bill Payments and choose Create, or use the bill's available payment action.
2. Select the relevant bill and payment account.
3. Enter the payment date, amount and reference requested by the form.
4. Review the amount before saving. For partial payments, ensure the amount matches the payment actually made.
5. Reopen the bill and confirm the remaining balance/status.

Corrections

If a bill was entered incorrectly, use the supported edit or void workflow and retain the source document. Do not delete or duplicate transactions to force a balance to match. Ask an administrator or accountant if the bill is already paid or included in a closed period.