Create a New Purchase Bill

Overview
Learn how to convert a Purchase Order into a Purchase Bill in Laywork, so you can record vendor invoices against orders.

Steps

1. Go to Purchase → Bills in the main menu.

2. Click Create Bill.

3. In Bill Number, confirm or edit the auto‑generated prefix and digit.

4. Select your Vendor from the dropdown.

5. Choose the related Purchase Order to pull in items.

6. Review each line: adjust Quantity, Unit Price, or Tax if needed.

7. (Optional) Enter a Note for the recipient.

8. Click Save.

Tips

• Use the Export button on the Bills list to download a CSV report of all bills.

• If you frequently bill the same vendor, set up a default bill prefix under Settings → Purchase Settings to match your accounting codes.

Troubleshooting

• Bill won’t save: Ensure all required fields (Vendor, Bill Date) are filled.

• Amounts don’t match PO: Check that the Purchase Order status is “Received” so items can be billed.