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.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!