Creating Bills

Table of Contents

Creating Bills #

Step 1: Start the process of creating a bill #

    1. Go in the bills section from the side menu on the left of your dashboard or click on the ” + ” of the bill menu icon from the side menu.
    2. In the bills section, all created bills will be listed, in the top right corner click the button “Add New” and select “Bill” or  “Recurring bill” according to your needs.

Step 2: Bill creation #

From Top to Bottom:

    1. Sticky bar section #
      1. Select the language of the bill (can be set by default in settings).
      2. Select the currency of the bill. (can be set by default in settings).
      3. Activate additional columns if needed or available options.
      4. The button “Save Bill” provide you with options to save bill as “Draft” or “Save and mark it as payable”.
    2. Header bill section #
      1. You can see the “Status” of the bill and write a “description” of the bill in the optional available field (ex: joe’s annual subscription 2018).
      2. bill “document number” can be set manually or left to auto-increment as set in the settings.
      3. Logo section when selected provide you with the options to select another logo instead of default logo (ex: another trademark).
      4. “Issued Date” is set by default on present date, you can manually set the date to another value.
      5. “Due Date” can be set by default in settings or manually set to desired value.
      6. “Purchase order number” provide you with optional tracking data field
    3. To & From bill section #
      1. The “To” section is your company’s information, you can review, and select which data will be display on the bill.
      2. The “From” section is your partner’s information, you can select a partner or create it and select which data will be display on the bill.
    4. Items bill section #
      1. “Item name field” display the name of the selected item, you can write, edit or review it.
      2. “Quantity field” display the quantity of the selected item, you can write, edit or review it, the field does not accept null data, even if the price is “0.00” insert “0”.
      3. “Price field” display the price of the selected item, you can write, edit or review it, the field does not accept null data, even if the price is “0.00” insert “0”.
      4. “Tax, discount, rate & date buttons” you can set per item a VAT, discount, rate or date, if previously saved or set in settings, these values will be available to choose when selecting them, you can also remove them if desired.
      5. “Create a new item, save & delete buttons” you can create a item, or save it or delete it with the available buttons.
    5. Summary bill section #
      1. On the left side is displayed the tax specification table, where all VAT information are displayed.
      2. On the right side is displayed the invoice amounts, with and without VAT and discounts.
      3. You can add a global VAT to the invoice, it will overwrite all the VAT(s) set per item.
      4. You can also add a global discount percentage that will be added on the total of all items.
    6. Footer bill section #
      1. You can add a note or reminder to you client in this field, this field is visible to your client at the bottom of his bill.

Step 3: Save the bill #

      1. After set your bill as desired, you can save it by using the button “Save bill” in the top right corner.
      2. The button “Save bill” provide you with 2 options to save bill as “Draft” or “Save and mark it as payable”.

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form. 

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