How to create bills?

Go to Bills and once you’re in the Bills and Reimbursements tab, click the Add New button at the top right.

In the Bill window, fill in all the required fields in the Bill Info and the Items tabs. These include:

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  • Bill number: Input the record number of the bill.
  • Issue date: Set the date when you issue the bill. This field will be automatically pre-filled byPeakflo, 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.
  • 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.
  • Match PO: Find a purchase order by number or the name of the vendor to automatically match your purchase order to the bill. 

  • Vendor: Fill in the information of the vendor here, such as:
    • Vendor Name
    • Email: Include the email of the vendor. This will automatically be pre-filled once you’ve selected a vendor unless the vendor is not registered.
    • Account number: Input the bank account number of the vendor. This will automatically be pre-filled once you’ve selected a vendor unless the vendor is not registered.

 

PRO TIP:

If you’re an employee and requesting reimbursements, fill the vendor details with your information for a faster process!

 

  • Custom fields: Fill in the fields as per provided. Learn more about custom fields.

  • 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.
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  • 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.
  • Wallet: Select which wallet 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: Tick the box if you’d like to pay the full amount or input a specific amount in the box
  • Note: Add any notes that you’d like to leave
  • Attachments: Click on Add File if you’d like to include an attachment.

Once done, hit Save.

The Bill will then appear under the “New” column in the Bills and Reimbursements tab.

Forward your bills by Email

Click the dropdown arrow in the left navigation menu bar next to 'Payables' and select 'Bills'.

On the Bills & Payments page, click on the 3 dots on the far right and you will find the email ID to which you have to forward your bills.

Do you know that Peakflo uses an automatic invoice capture technology called OCR? Learn more on how OCR works.

Each company will have their own customized email address to which they can forward their bills. All the details will then be automatically recorded in Peakflo. 

Peakflo will also capture the creator of the bill, providing the ability to track or edit bills and/or reimbursements. 

To see the details of the bill, click on the Bill Number column in the table view.

A popup will appear which shows the bill details that our OCR has captured, from the vendor's information and custom fields to the WHT amount and the creator's information. 

Would like to cut time creating bills? 

Find out how to OCR or mass upload your bills.