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How to Record and Manage Supplier Bills in Invent ERP

Learn how to create vendor bills, track supplier balances, and manage accounts payable.

Step-by-Step Process​

Step 1: Navigate to Vendor Bills​

From the Main Menu, head to Accounting → Vendors → Vendor Bills. Or from Quick Links, click New Bill.

Step 1 - Navigate to Vendor Bills

Or from Quick Links, click New Bill.

Step 1 - Create New Vendor Bill

Step 2: Create a New Vendor Bill​

Here, you can view all existing vendor bills along with their amounts and current statuses. Click Add to create a New Vendor Bill.

Step 2 - Add Details

Step 3: Add Details​

Fill in the Vendor Bill Information and any other internal information.

Step 3 - Add Vendor Bill Items

Step 4: Add Vendor Bill Items​

Add the products and services being billed.

Step 4 - Save Vendor Bill

Step 5: Add Internal Note (Optional)​

Include any relevant internal notes for reference.

Step 5 - Confirm Vendor Bill

Step 6: Save the Vendor Bill​

Once all details are entered and reviewed, click Create to save the bill.

Step 7 - Register Payment

Step 7: Confirm the Vendor Bill​

When you're ready, click Confirm to finalize the bill.

Step 7 - Register Payment

Step 8: Register a Payment​

To record a payment, click Register Payment and enter the payment details.

Step 8 - Register Payment

Notes & Tips​

  • Always review bills in Draft mode before confirming to avoid errors.
  • Using Bill Templates helps standardize vendor billing and saves time.
  • Partial payments can be recorded until the bill is fully settled.

FAQ​

Q: Can I record partial payments for a vendor bill? Yes. The remaining balance will stay open until fully paid.

Q: Can I edit a vendor bill after confirming it? Yes. You can reset the bill to Draft mode, make changes, and reconfirm it.

Q: Can I add a credit note to a vendor bill? Yes. Credit notes can be issued directly from the vendor bill.