Bills & Purchase Orders

Bills

Bills track what you owe to suppliers.

Bill Lifecycle

Draft → Received → Partial/Paid
                 → Overdue
                 → Void

When a bill is received, a journal entry is created:

• Debit Expense accounts (per line item)
• Credit Accounts Payable

Recording Payments

Click Record Payment on a bill to:

• Create a journal entry (DR Accounts Payable, CR Bank)
• Update the bill's paid amount and status

Purchase Orders

Purchase orders formalize purchases before they become bills.

PO Lifecycle

Draft → Sent → Partial/Received → Closed
                                 → Void

Converting to Bills

Accepted purchase orders can be converted to bills, copying all line items. The PO status updates to "closed" after conversion.

Bill Numbering

Bills use the prefix BILL- and purchase orders use PO-, both auto-numbered sequentially.

PDF Download

Bills and purchase orders can be downloaded as PDFs. The layout uses your configured template with your branding, accent color, and notes. To customize, go to Settings > Templates. See Templates for all available options.