How to Add Bill Items to an Invoice

Objectives:

• Add a new Bill Item
• Include Bill items in invoices

Steps: 

1. Create a New Bill:

•  Open the Billing module, go to the "Purchases" section, and select Bills → Add New Bill

• Specify the supplier account, dates, and link the bill to a client.
• Link the relevant matter to the bill if needed.

• In the bill details, specify the bill items by selecting the account, adding a description, quantity, and price. 
• The client name will automatically appear under the client details, indicating that this bill item is linked to the specific client and it could be billable.
• Click on Billable check box, and you can also select the related matter name from this section and add a markup rate, which is the percentage by which you want to mark up the amount when invoicing the client.
• Once done, click "Update."
• And save the bill.

2. Include Bill Items in an Invoice:

• Go to Sales→ Invoices→ Add Invoice

• Create a new invoice and specify the client account.

• On the next page, you’ll find all related matters and items to be billed, including time logs, expenses, fixed fees, or bill items

• Choose the matter that includes the bill items, then select the bill items you wish to include in the invoice.

• The following page will display the invoice items with details, allowing you to edit or add taxes or discounts as needed.

• Move to the final page and save the invoice.

   Once the invoice is created, you’ll find it linked to the bill on the bill page under the "Client Invoices" tab.

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