How to create a bill?

To create a bill in Zoho Inventory,

• Go to the Bills tab.
• Click on the quick create ‘+’ icon near Bills on the side bar or +New button on top of the Bills page.

• Enter the required information such as the bill number and vendor towards whom the bill is payable.
• Hit Save.

Alternatively,

• Go to the Contacts tab and select the vendor to whom money is owed.
• Click on New Transaction.
• Choose the option Bill.
• Enter the required details and hit Save to create the bill.

From Purchase Order

A purchase order that is in the Issued status can be converted to a bill. To do so:

• Navigate to the preferred Purchase order.
• Click on the More button.
• Select the option Convert to bill.
• You can also create a bill by clicking on the Bills tab inside the purchase order and choosing the New Bill option.
• All the details such as the vendor name and items list will be auto filled.