Go to Process > Bills > View list of bills
Bills are categorized as Unpaid, Paid, Draft, Credit Note, Recurring and Void.
Under each tab on top of the list there are few buttons which are used to take action against selected bills.
You can search bills by supplier or by bill date.
You can search bills for specific supplier. Drop Down Menu > Select Supplier > Search
Go to Process > Bills > Create > Follow the steps below.
You will see a screen below.
Follow the steps below to create 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.
In Easy, bills are not deleted, but bills marked as deleted are stored under Void invoices tab. So, if you have deleted any invoice by mistake you can still restore it.
Go to Process > Bills > Select the bill > Void button
Go to Process > Bills > Select the bill > Restore button > View under unpaid tab
You can view all void bills under Void tab.
If you have deleted a bill in Easy by mistake don’t worry we don’t delete any bill from the system but mark them as void. you can find all void bills under Void tab.
To restore deleted bill select the bill you want to restore and click Restore button.
Once bill is restored you can view it under Unpaid tab.
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.
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.
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 X sign to remove the attached document.
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.
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.
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.
Click CANCEL if you do not want to create recurring bill.
Once saved you can view the recurring bill under Recurring tab.
Go to Process > Bills > Recurring tab > Select the recurring bill > Edit/ Void/ Copy button
Select the recurring bill you want to edit/delete or copy and click Edit/Void or Copy button.