Bills

A bill is a vendor's invoice to you: something you owe and will pay later. The number beside Bills in the menu counts overdue bills.

The top of the page

1. 1Search filters the list as you type.
2. 2New bill opens a blank bill (see Entering a bill).
3. 3More options: print or export the list, show or hide the stat band, and choose columns, page size and row height.
4. 4The stat band: Open bills and Open balance (not yet due), and Overdue bills and Overdue balance (past their due date).

The list

1. 1All vendors: one vendor's bills only.
2. 2All Statuses: Overdue (with how many), Open, Paid or Void.
3. 3The date filter sets the range. It starts at This year.
4. 4Expense Account: where the bill posts. A bill split across accounts shows them all.
5. 5Due Date: when it's due, set by the bill's terms.
6. 6Status: Open, Partial (part paid), Overdue, Paid or Void.
7. 7Balance Due: what's still owed on it.
8. 8The row's ⋮ menu (below).

No., Vendor, Date and Total fill in the rest. Click a row to open the bill.

1. 1View bill opens it.
2. 2Pay bill: paying a bill by ACH from WizeBooks is coming soon, so it reads Coming soon and can't be picked yet.
3. 3Record payment records a payment you made some other way, such as a check or a card.
4. 4Void bill cancels it, after asking you to confirm. A voided bill stays on file but counts for nothing.

Record payment only shows while money is owed.

An open bill

1. 1Apply credit uses a vendor credit from this vendor to pay down the bill.
2. 2Bill Pay · Coming soon: paying the bill by ACH from WizeBooks is on its way. Until then, pay it the way you usually do and record it with Record payment.
3. 3Record payment records a payment made another way: the amount, the date, the account it came out of, a check number and a memo.
4. 4More (below).
5. 5Save saves your changes.

Payment history, at the top left, lists the payments made on this bill. Back to bill returns to it.

1. 1Duplicate opens a new bill with the same vendor and lines, dated today.
2. 2Reverse with a vendor credit opens a vendor credit for the bill's total, already set to apply to it if it's still owed. Use it when a bill was entered by mistake or the vendor cancels it.
3. 3Print prints the bill.

Entering a bill

1. 1Bill no.: the vendor's invoice number.
2. 2Bill date: the date on the vendor's invoice.
3. 3Due date: worked out from the terms. You can change it.
4. 4Terms: Due on receipt, Net 15, Net 30 or Net 60. The vendor's own terms fill in when you pick them. Public or Private below says whether the terms print on documents; change it under Custom fields.
5. 5Billing cycle: One-Time, or Monthly, Quarterly or Yearly to make it a recurring bill.
6. 6Vendor: who sent it. Their default expense category fills in on the lines.
7. 7Attach a file: keep the vendor's PDF with the bill.
8. 8Autofill reads the vendor's bill from a file, a photo or pasted text and fills in the vendor, dates, bill number and lines for you to check. Undo puts the form back. A file you read is attached to the bill when you save.
9. 9Create saves the bill.

1. 1Item: for inventory you're restocking, pick the product here. Saving the bill receives the stock and posts its cost to the product's inventory asset account. Only inventory products are offered. Leave it empty for anything else.
2. 2Product: a free-text name for what you bought.
3. 3Expense account (hidden): where the line posts. "Hidden" means it never shows on a copy anyone outside your company sees.
4. 4Add line item adds a line.
5. 5Paste from Excel pastes many lines at once, copied from a spreadsheet.

Each line also takes a Qty, Rate and description, and the Amount works itself out.

1. 1Memo: a note for your records.
2. 2Discount: a percentage or a dollar amount off the bill.
3. 3Sales tax: the tax rate the vendor charged.
4. 4Total: what you owe.