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How Do I Add Line Items to a Bill

Each line on a bill can reference a saved Product/Service or be typed in directly as a custom line. On the New (or Edit) Bill form, find the line items section.

Steps

  1. On the New (or Edit) Bill form, find the line items section.
  2. Select an Item from the dropdown to auto-fill description and price, or type a custom Description directly.
  3. Choose the Category/Account the expense should post to.
  4. Enter Qty, Price, and Tax - the Amount calculates automatically.
  5. Click "Add line" to add additional rows as needed.

Good to Know

The Category/Account field on bill line items has no equivalent on Sales invoice lines - it determines which expense account the cost posts to.

Related Articles

  • How Do I Add Multiple Line Items Efficiently?
  • How Do Default Expense Accounts Work in Bills?
  • How Do I Apply Taxes to a Bill?

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