To enter new bills, select “Vendors & Purchases” from the menu on the left side of the screen. In the “Vendors & Purchases” pane, select “Enter Bills” just below “Purchase Orders” and choose <New Bill>. You will be taken to a screen that allows you to enter the information. Click <Save> in the upper left side of the screen just under the primary menu when you are finished. You can also enter bills by selecting “Banking” from the menu on the left side of the screen and then “Enter Bills” in the “Banking Tasks” pane.
To edit a bill:
Select <View and Edit Bills> from the dropdown menu under “Enter Bills.” You may edit the information displayed in the customer table by selecting <Settings> from the toolbar. You will then be able to add or remove fields. To edit a bill, locate the bill you wish to locate by either scrolling through the table or searching by customer name or id. Then click <Open> on the toolbar at the top of the screen just under the primary menu.
Add a line by clicking <Row> on the toolbar at the top of the screen just under the primary menu. Then choose <Add> from the dropdown menu. A blank row will appear at the bottom of the bill. If you wish to insert a new row between two rows, highlight the row beneath where you wish to add a new row, click <Row> and then <Add>.
Delete a row by highlighting the row you wish to delete, selecting <Row> from the toolbar at the top of the screen, and then <Remove>. You will not be asked to verify that you wish to remove the highlighted row, so be sure that you’ve selected the correct row to delete. Note that the remove option remains grayed out until you highlight a row to delete. It’s also important to note that clicking <Delete> on the toolbar at the top of the screen will erase the entire bill. The “Delete” option should ONLY be selected if you wish to delete the bill in its entirety. Bills flagged as paid in full cannot be deleted.
You may also enter events for Bills.
To enter an event for a bill:
Select <Event> from the toolbar in the upper middle of the screen just under the primary window. A popup will appear and you will then be able to enter call, letter, or meeting information as well as comments. When you are finished, click <Save> on the menu bar at the top of the popup or click <Recur> to schedule the event as a recurring one.
It’s possible to revise the bill view from the existing customer screen by choosing <Layout> from the toolbar at the top screen and then <Customize Bill Layout>.