Bills - Overview
A bill is a document that indicates the amount you owe your vendors for the goods or services you buy from them. Let’s see how bills work in Zoho Spend.
Statuses of a Bill
A bill in Zoho Spend can be in one of the following statuses:
- Draft: A bill saved as draft will be in the Draft status.
- Pending Approval: If Approvals is enabled for the Bills module, bills submitted for approval will be in the Pending Approval status.
- Open: A bill saved as open will be in the Open status.
- Overdue: A bill for which the due date for payment has crossed will be in the Overdue status.
- Partially Paid: A bill for which the amount has been recorded partially will be in the Partially Paid status.
- Paid: A bill for which the amount is completely paid will be in the Paid status.
- Void: A marked as void (no longer valid) will be in the Void status.
Create Bills
Approvals for Bills
- Configure Approvals for Bills
- Submit Bills for Approval
- Approve Bills
- Reject a Bill
- Resubmit a Rejected Bill
- Disable Approvals for Bills
Bill Reconciliation
Purchase Order Matching
Record Payment for Bills
Manage Bills
Share Bills
Other Actions for Bills
- Filter Bills
- Attach Files to a Bill
- Add Comments and View History
- Export Current View
- Sort Bills
- Rearrange Columns
- Refresh List