Expense Bill, Payment, Debit note - WorkDo.io

Expense Bill, Payment, Debit note

Here’s something about operating Expense module in our system for the vendors we purchase things […]

Here’s something about operating Expense module in our system for the vendors we purchase things from and make payments; there are 3 parts [Bill, Payment and Debit note] explained below:

On the left navigation bar, under accounting system, click on Expense and you’ll get the above-mentioned options.

bill

Upon clicking on Bill, you’ll find the list of bills with below explained options:

img

The list will have Bill which are created from this module.

You can directly search from the list of existing bills by entering the criteria and clicking on search button. Also, to get the full list again, clear search option is available.

Create: You can create a new bill by entering the required details like

  • Vendor
  • Bill date
  • Due date
  • Bill number
  • Category
  • Order Number
  • Items
  • Quantity [You can manually add items in the Bill using the “add item button” ]
  • Price
  • Discount
  • Description

Export: In order to download the list of bills, you can click on this button

Bill ID: To view the details of the particular bill and update the Bill status you can click on this button. Other options such as resend bill and download bill are also found here.

Duplicate: this option helps create the copy of same bill with same details; in case you have another person, who purchased same items as some existing vendor, you can directly duplicate the existing bill and change update the name of the customer.

Show: To view the details of the particular bill and update the bill status you can click on this button. Other options such as resend bill and download bill are also found here.

Edit: You can edit any existing bill by changing the existing details like Vendor name, dates, category, items, Price, Quantity, etc. You can manually add items in the bill using the “add item button”

Delete: to delete the particular bill record, click on this button.

Template changes in download Bill:

The template of the downloaded bill PDF can be changed from settings. In the left navigation bar, under the Accounting System, you’ll find Print Settings. Upon clicking on it, you’ll get the options to edit proposal print template, invoice print template and bill print template.

Select Bill print Setting and in there you’ll get:

  • List of templates to choose from [dropdown],
  • Color input [for theme color],
  • Option to upload bill logo,
  • Layout view of bill, and
  • Option to save the template to be used by default in the system
Payment

The payments for the bills made to vendors off the platform i.e. not making the payment via your system and paying via bank transfer or cash, this module helps in generating records for such payments.

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