Create a Bill on Tradify web

Topic

In this article, we cover off all the ways in which Bills(Supplier invoices) can be created from scratch. We have listed each method by order of most commonly used below.

Note: If your supplier has sent you a PDF copy of your bill, see here for how to import it: Use SmartRead to Create Bills in Tradify Web

Create Bills from scratch within the Purchases Dashboard

1. Go to the Purchases page.
2. From a Bill tab select New Bill.
3. Enter in your relevant details for your Bill and then select Save.
   
   

Create Bills from within a Job

1. Go to the Jobs page.
2. Search and select the Job you want to create a bill for.
3. Click on the Bills tab.
4. select New Bill.
   
   

Create Bills from the Dashboard

1. Head to the Dashboard page.
2. From here Select the + button > New Bill.
   
   

Creating Bills from the Supplier Profile

1. Head to the Suppliers page.
2. From here search and select the relevant supplier.
3. Now click on the Bills tab.
4. then select New Bill.
   
   

Bill fields

During the creation of your Bill, the following fields will be available to edit:

Additional Information

Adding Material Costs to Bills