Add a Bill (How-To)

Use the Add Bill tool to add a new bill/ invoice to a payee for payment.

How to add a bill:

1. Click the Payables tab.
2. Select Add Bill.
3. Under Bill Detail, fill in the required fields.
   • The Payee is the person or organization that should receive the money in a payment.
   • The Invoice Date is the date that you received the invoice.
   • The Due Date is the date your payment needs to be submitted by.
   • The Invoice Number is not required, but will help to keep track of which invoice the payment was made to.
4. If one bill covers multiple items, you can choose to list out the items under Add Line Item(s).
5. Under Notes and Attachments, you have the option to add additional notes or the bill/invoice. 
   • To add the bill/invoice, select Upload File(s).
6. After all needed information has been entered, select Create Bill.

Related Resources

• LegFi Payables