Share Bills

In this help document, you’ll learn the different methods using which you can share bills.

Download a Bill as a PDF

To download a bill as a PDF:

• Click Bills under Payables.
• Click the bill you want to download as a PDF.
• Click PDF at the top.
• Click Save in the pop-up that appears.

Export Bills

You can export the bills created in your organization. Here’s how:

• Click Bills under Payables.
• Click the More icon in the to right corner.
• Hover over Export and select Export Bills.
• Choose if you want to export All Bills or bills added during a Specific Period.
• If you chose Specific Period, select the Start Date and the End Date.
• Select a Export Template if you want to export only specific fields of the bills. If you don’t select any template, all fields will be exported.
• Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
• Check the Include sensitive Personally Identifiable Information (PII) while exporting option if you want to include Personally Identifiable Information (PII).
• Enter the File Protection Password if you want to protect the export file.
• Click Export.

Print a Bill

To print a bill:

• Click Bills under Payables.
• Click the bill you want to print.
• Click the dropdown next to PDF at the top and select Print.
• Click Print again in the pop-up that appears.