Enter the customers' Bills transaction information into a CSV template and then import the file into Clickentry. In the Account menu, select Purchases (Accounts >> Purchases). Click on the Import button. Click Download template file. Open the downloaded template file. Copy your Bill into the template file. It's important not to change the column headings provided in the Clickentry template because these need to...
You can create a repeating template and use it to create a repeating bill or copy a bill from another one. You can access and manage the template later i.e. edit, copy, print, delete or void it. You must have the role of either the adviser, standard, invoice approve, or invoice purchases user...
You can copy an approved or billed purchase order to a new bill to pay a supplier for goods or services you've taken. In the Account menu, select Purchases (Accounts >> Purchases). Scroll down to the Purchase Order section. Select any of the status tab. Find and open the purchase order you want to use for creating a bill. Click Purchase Order...
You can only delete the bills that have the draft status or awaiting approval status. If a bill has awaiting payment status or paid status then you can void it. In Clickentry, you can only see the voided bills not deleted. Voided bills are listed in some of your reports Delete a Draft...
You can edit any of the following bills: The draft bills, unpaid bills, paid bills, and awaiting payment bills. Edit a Draft or An Awaiting Approval Bill In the Account menu, select Purchases(Accounts >> Purchases). Select either Draft or An Awaiting status tab. Find and open the bill you want to edit. If you know the contacts name...
