Learn how to:

• Record a bill from Purchases > Bills.
• Other ways to record bills.
• Bill number settings.

Record a bill from Purchases > Bills

To record a bill received from a vendor, do the following.

1. Click Purchases > Bills in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the Create Bill button (3 above).
   
   
3. Choose or create a vendor on the fly (4 below), edit a vendor record on the fly by clicking the edit icon on the right side of the Vendor dropdown menu . Enter an optional purchase order number, select a bill date, and select terms (5).
   
   
   
   
   
4. In "Item information" enter a product name (6 above), optional description (7), choose a chart of accounts category (8), enter the amount before taxes (9), choose a tax or create a tax on the fly (10) and enter an optional internal note (11).
   
   
5. Add items (13 below) or delete items (14) from the bill.
   
   
   
   
     You can set default terms and tax for the vendor by clicking the icon.
   
   
6. Click Save (12 above).

1. Click open the Account Balances menu (1 below) and click Liabilities (2).
   
   
   
   
2. Click the Accounts Payable menu item (3 above) and click Accounts Payable (4).

Learn how to clone a bill.

Other ways to record bills

Record a bill when viewing all vendors

1. Click Purchases > Vendors in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the checkbox next the vendor name (3 above) and click the Create Bill icon (4 above). The New Bill form will open and the vendor's company name will already be selected. Follow the instructions above for recording a bill.

Learn how to clone a bill.

Record a bill when viewing a vendor's transaction history

1. Click Purchases > Vendors in Flare's main menu (1 and 2 below).
   
   
   
   
2. Do one of the following: check the checkbox next the vendor name (3 above) and click the Create Bill icon (4), or, click the Create Bill icon above the active vendor (5). The New Bill form will open. The vendor's company name will already be selected. Follow the instructions above for recording a bill.

Bill number settings

Bill numbers are generated and incremented automatically (starting at "BL-000001") and use the prefix "BL-". By default, bill numbers have no suffix. The bill number scheme, prefix and suffix can be changed in bill number settings.

To change bill number settings, do the following:

1. Click Purchases > Bills in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the Create Bill button (3 below).
   
   
   
   
3. Click the bill number settings gear icon (4 below).
   
   
   
   
4. Change the bill number prefix (5 below). Change the bill number (6 below). If "Auto-generate bill numbers" is checked, Flare will increment the next bill number. Enter a bill number suffix (7 below).
   
   
   
   Enter a Recurring Suffix (8 above). The Recurring Suffix will appear on the first recurring bill generated by the Flare system.
   
   
5. Click Save (9 above).

Learn more

• Clone a bill.
• Email a bill.