How To Create a Bill in Tradify

Topic

A "Bill" is essentially a supplier invoice. We call it a "Bill" to keep our language consistent with our commonly used accounting integrations.

In this article, we cover off all the ways in which Bills can be created from scratch. Although there is no 'overall' recommended way to create a Bill, we have listed each method by order of most commonly used.

Create Bills from scratch within the Purchases Dashboard

1. Head over to the Purchases page.
2. From any Bill tab select New Bill.
3. Enter in your relevant details for your Bill and then select Save.
   
   
   
   
4. During the creation of your Bill, the following fields will be available to edit:

Supplier: Enter the supplier this Bill is for. This field cannot be left blank. If this Bill is for an existing supplier, you can search for the supplier by typing in this field.

Note: If this Bill is for a new supplier, click the + icon to create the supplier from scratch. You can find out more about entering a new supplier here.

Invoice Date: The date at which the Bill is entered (defaults to today's date).

Due Date: The date at which the Bill is due for payment (defaults to today's date).

Invoice No/Ref: Use this field to input a supplier reference or order number.

Note: Although this field is optional, it's recommend to use as it aids in identifying the Bill.

Tax: Use this field to select the relevant tax type method for this Bill.

Notes: Use this section to add notes and/or files to your Bill.

Adding Material Costs to Bills

We created a dedicated article to cover this process. To view it, please see here.

Create Bills from within a Job

1. Head 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.