Create a bill

A bill records a supplier invoice you have received. Unlike an expense claim there is no draft stage: a bill goes into your books the moment you create it, and shows as owed until you pay it.

Create the bill

1. Go to Money Out, then choose Bills.
2. Choose New Bill.
3. Pick the Supplier from your contacts - create the contact first if they are new.
4. Enter the supplier's invoice number as the Reference.
5. Set the Bill date and, if you like, the Due on date. A bill cannot be dated before your Kontala start date.
6. Check the Currency and add any Comments.

Add the lines

A bill is built line by line in the Bill Contents card:

1. Choose Add line.
2. Pick a Spending category for the line, or a stock item if you are buying tracked stock.
3. Type the Details, the Quantity, and the Unit price (excl. VAT). Enter discounts and credits as a negative price.
4. Choose the VAT rate for the line - VAT is added on top of the net price.
5. Choose Create and finish, or Create and add another for the next line.

Kontala totals up the net, VAT, and overall amount as you go.

Attach the invoice and save

In the Attachment card, choose Add files to attach the supplier's invoice (PDF, JPEG, or PNG, up to 20 MB). Or start from the document itself: Smart upload reads a Digital invoice or a Scanned copy / photo and fills in the bill for you to review.

Choose Create bill to save, or Create and add another.

You can edit or delete a bill until a payment is recorded against it; after that it locks. Next: Record a bill payment. Raised a purchase order first? See Convert a purchase order to a bill.