How to create bills in Peakflo?

It's very easy to create bills directly from Peakflo. Check the steps below to learn how.

1. Go to the "Bills" tab under the "Accounts Payable" section.

2. Click on "Add New" from the top right side.


3. Add the information in the bill edit form. 

• Bill Number: Input the bill number.
• Issue date: Set the date when you issue the bill. This field will be automatically pre-filled by Peakflo, but you can also edit it.
• Due date: Set the date when the bill is due.
• Receipt date: Set the receipt date when the bill is filed. This field will be automatically pre-filled by Peakflo, only the admin can edit it.
• Pay on the due date: Tick this box if you’d like to automatically pay the bill when it’s due.
• Scheduled date: Set the scheduled date for the bill to be paid.
• Budget: Set the budget that you’d like to assign to the bill. To learn more about budget management, please check out this article. 
• Approval Policy: Set the type of approval policy that will be applied to this bill. This field will be automatically pre-filled by Peakflo based on the budget, but you can also edit it. To learn more about approval policies, please check out this article. 
• Match PO: If there's a PO for your bill in Peakflo, the purchase order will automatically match the number or the name of the vendor to the bill. 
  
  

4. In the Vendor section fill out the vendor information along with the vendor contact information. Check out the article "How to match the existing vendor or add a new vendor to the bill?" to learn more.

You can define any required custom fields for the bills. To do so, please check out this link. 

5. For adding line items to the bill, go to the "Items" tab. 

• Line items: Add an item or select one from the item catalog in the dropdown. In case you want to add a new line item, fill in the fields such as unit cost and description in the popup. Apply taxes and discounts if any.
  

6. Here's a breakdown for the Money section.

• Bill amount: The amount of the bill. This field will automatically be pre-filled based on the line items you've added.
• Currency: Select the currency of the bill. This field will automatically be pre-filled based on the line items you've added.
• Payment Method: Select which payment method you’d like to use for the bill.
• Subtotal: This field will automatically be pre-filled by Peakflo based on the bill amount.
• Discount: This field will automatically be pre-filled by Peakflo based on the discount amount.
• Tax WHT: Input the amount of withholding tax.
• Amount to pay: Check the box if you’d like to pay the full amount or uncheck to input a specific amount in the box beside it.
• Note: Add any notes that you’d like to leave.

7. Click on the Add File button under "Attachments" if you’d like to include an attachment. If you hover over the article, you will be able to see the file type and file name.


8. Once done, hit Save. The Bill will then appear under the “New” column in the Bills and Reimbursements tab.