Help Center


Purchase bills

1View or Search bills

Go to Process > Bills > View list of bills


Bills are categorized as Unpaid, Paid, Draft, Debit Note and Recurring.

  • Unpaid:All the unpaid or partially paid bills are displayed under this tab
  • Paid:Once bill is fully paid it is displayed under Paid tab
  • Draft:bills saved as draft are displayed under Draft tab
  • Debit Note:All the credit notes are displayed under Debit Note tab
  • Recurring:This tab lists all the recurring bill templates

Under each tab on top of the list there are few buttons which are used to take action against selected bills.

  • Edit:To edit selected bill
  • Delete:To delete bill you can click delete it permanently
  • PDF:To create PDF copy of the selected bill
  • Copy:To create copy of the selected bill
  • Email:To email selected bill


You can search bills by supplier or by bill date.

You can search bills for specific supplier. Drop Down Menu > Select Supplier > Search

2Create a bill

Go to Process > Bills > Create > Follow the steps below.


You will see a screen below.

Follow the steps below to create a bill.

  • Select the supplier you want to create bill for
  • Select bill date
  • Due date is by default set to 1 month after bill date which can be overridden.
  • bill number field shows the next available bill number which can be overridden as well
  • Item: Item you are selling to your supplier
  • Description: Brief description about goods or services you are selling
  • Unit Price: Price of a single unit of goods or services you are selling
  • Qty: Quantity in which you are selling goods or services
  • Nominal Code: Nominal account code under which you want to record this Purchase
  • GST Rate: GST rate applicable to that particular good or service
  • Once you entered above details it automatically calculates rest of the values and show in the box
  • You can also select the bank to show bank details on bill and change default bill footer text
  • Once done you can either click SAVE AS DRAFT button to save bill as draft or click SAVE AS UNPAID button to save bill as unpaid bill.
  • Click CANCEL button if you do not want to create the bill.

3Edit a bill

Go to Process > Bills > Edit > Update the bill > Update/ Cancel button


You will see the selected bill in edit mode as below. Update the bill as required and click UPDATE button to save changes. Click Cancel button to cancel bill editing.

4Delete a bill

In Easy, click on delete button to delete bill permanently.

Go to Process > Bills > Select the bill > Delete button


5Copy bill to create new bill

Go to Process > Bills > Select the bill > Copy button > Save/ Cancel. This will copy the selected bill with a new bill number


This will copy the selected bill with new bill number.


Click SAVE to save this new bill or click Cancel if you do not want to create this bill.

6View bill details

Go to Process > Bills > Click bill number. A new screen will pop-open from where you can edit/ delete/ create PDF/ send email, make quick payment, and add notes. To upload attachment, Enter the title > Select the file > Upload.


This will open a bill detail page as show below.


  • From this screen you can Edit or Delete bill, create bill PDF and send bill in email.
  • To upload attachment to the bill enter the title, select the file to attach and click Upload.
  • You can also make quick payment of bill and add notes to the bill.
  • Click “Go Back” to go back to the bills list.

7Attach documents to bill

Go to Process > Bills > Click bill number > Enter the details > Upload attachment > Upload.


You will see screen below.

Go to upload Attachment section on this page.

Enter the title of the attachment, select the document to attach and click Upload.

Once uploaded document will be shown under Upload Attachment section.


You can click DELETE sign to remove the attached document.

8Record payment made for the bill

Go to Process > Bills > Click bill number > Quick payment > Enter details > Submit


Under Quick Payment section enter the necessary details and click Submit button to record quick payment.

Once the payment made you can see it under payment history section.


9Write notes for a bill

Go to Process > Bills > Click Bill number > View > Scroll down to notes section > Add notes > Save


This will open this bill for viewing. Scroll down to the Note section.

Enter the note in the area given and click SAVE NOTE button.

10Create recurring bill

Go to Process > Bills > Create Recurring Bill > Fill the details > Save/ Cancel


Fill in the required details in screen below and click SAVE to create recurring bill.


  • Frequency:how frequently you want to create bill.
  • Create bill As:Select if you want to create new bill as Approved or Draft.
  • Occurrences:Define how many bills should be created on defined interval. So if you say 5 occurrences and Frequency as weekly that means up to 5 weeks on defined date bill will be created. From 6th week it will not create bill.
  • Create Payment on recurrence:If you tick this box then each bill created through this template will be marked as paid and a money out entry will be created in selected bank.

Click CANCEL if you do not want to create recurring bill.

Once saved you can view the recurring bill under Recurring tab.

11Edit/Delete/Copy recurring bill

Go to Process > Bills > Recurring tab > Select the recurring bill > Edit/ Delete/ Copy button


Select the recurring bill you want to edit/delete or copy and click Edit/Delete or Copy button.


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