Supplier Bills in a Project

You can create supplier bills within a project or in the Supplier Billing Reports. Learn how to create, view, and edit supplier bills within a project.

On this page:

Create one bill for one PO

Create multiple bills for one PO

Create a bill against a project

Mark a PO as billed

How to edit a bill

FAQ

Create one bill for one PO

To create one bill for one PO:

1. In the Bills tab, under the "Bill #" column, click to + Add Bill to the PO
2. In the "Add Bill" screen, add the bill's invoice number, invoice date, due date, and tax
3. Add internal notes for your accounting platform/CSV/XML file (optional)
4. Click View/Edit Breakdown on the bill's items to change the quantity, cost, and tax (optional)
5. Click Add Bill Item to add a new bill item (optional)
6. Click Save

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Create multiple bills for one PO

To create multiple bills for one PO:

1. In the Bills tab, under the "Bill #" column, click to + Add Bill to the PO
2. In the "Add Bill" screen, add the bill's invoice number, invoice date, due date, and tax
3. Add internal notes for your accounting platform/CSV/XML file (optional)
4. Click View/Edit Breakdown and reduce a line items quantity, or remove an item by deselecting the checkbox beside its code
5. Edit item costs and taxes (optional)
6. Click Add Bill Item to add a new bill item (optional)
7. Click Save
8. commonsku will automatically create a separate bill template anytime a POs product or service quantity is reduced; click to +Add Bill to the new template

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Create a bill against a project

To create a bill against a project:

1. In the Bills tab, click Actions
2. Select Create New Bill
3. In the "Add Bill" screen, choose a supplier from the drop-down menu, add the bill's invoice number, invoice date, due date, and tax
4. Add internal notes for your accounting platform/CSV/XML file (optional)
5. Click Add Bill Item to add a new bill items
6. Click Save

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Mark a PO as billed

To mark a PO as billed:

1. In the Bills tab, under the "All Bills Received" column, select the checkbox beside the PO you'd like to mark as billed

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How to edit a bill

To edit a bill:

1. In the Bills tab, click the existing bill number
2. Edit the details as needed
3. Click Save 

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FAQ

• I've added a bill to a PO. Why is there an option to add another bill to the same PO?
• How do I process pre-payments?

I've added a bill to a PO. Why is there an option to add another bill to the same PO?

If you've created a bill in a project, commonsku automatically adds a separate bill template anytime a POs product or service quantity is reduced. The same thing happens if you've created a bill through the Supplier Billing Report and selected OK in the "Unbilled Purchase Orders" pop-up.

To remove the bill template:

• In the project, select the "All Bills Received" checkbox beside the existing bill number

• In the Supplier Billing > Receive Bills Report > select the PO and click to Mark Selected as Billed

How do I process pre-payments?

If a bill is prepaid:

1. Log the prepayment as an unapplied payment on the supplier profile in your accounting platform
2. In commonsku, indicate the pre-payment on the bill’s memo field or add “CC” to the front of the bill number to show it is prepaid and help match it to the unapplied payment in your accounting software
3. Export the bill as normal

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