How do I generate a Bill from a PO?

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• How do I generate a Bill or Sub-Contract from a Bid?

  You do not create a Bill from an Estimate. You can create an Subcontract or a PO from an estimate in one of two ways. Using the bid manager when the bids come in and you mark one of the bids as awarded, then when estimate is marked approved and you ...

• How do I generate a Bill from the Sub-Contract?

  To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...

• How do I markup a Bill and generate an Invoice directly to my Customer?

  To make up a Bill, an invoice has to be generated. To do that, please open the Bill that you want to invoice to the customer with markup, scroll down to the bottom right and select the actions drop down. Here, choose generate invoice and the invoice ...

• How do I generate a bill from a Purchase Order or Sub Contract?

  To import an expense into the Bill, please go to the Bill and click the pencil icon on the top right to make changes. From the "Add Item to Bill" drop down, choose Import from Purchase Order or Sub Contract" and import the expense into the Bill. ...

• How do I to post a payment to a Bill?

  To post a payment, go to the menu and open the bills module. Once opened, choose the bill that you would want to post the payment too. Once opened, scroll down to the bottom right of the bill and the click on the Actions drop down and here you will ...