Can I create a bill on Forwardly?

Absolutely! Forwardly makes it easy to create and manage bills so you can pay vendors quickly and accurately. You can create a bill in three ways:

• Upload a document directly
• Email a document to your Forwardly Bill Inbox
• Manually enter the bill details

Each option ends with the same result-- a ready-to-pay bill in your dashboard, all ready for your business's automated approval policies and fully synced with your accounting software, if it's connected.

How to create a bill on Forwardly by uploading a document

1. Ensure your business has enabled its dedicated AI-powered bill inbox.
2. On the left-hand navigational menu, click on Pay and then Bill Payments.
3. Click Upload and upload your document (accepted formats: PDF, PNG, JPEG, or JPG, up to 15 MB).
4. Once the bill has been processed by Forwardly's AI-native OCR, find it on the inbox list and select Continue.
5. Confirm the vendor is correct or add a new vendor. 
6. Confirm or add your bill details.
7. Click Create. 
8. Once created, you can send a bill payment anytime. 

How to create a bill on Forwardly by emailing a document

1. Ensure your business has enabled its dedicated AI-powered bill inbox.
2. Provide your dedicated bill inbox email address to your vendor, or forward the file directly to your bill inbox yourself.
3. Once the bill has been processed by Forwardly's AI-native OCR, find it on the inbox list, click on Pay and then Bill Payments.
4. Find the document on the left-hand side and select Continue. 
5. Confirm the vendor is correct or add a new vendor. 
6. Confirm or add your bill details.
7. Click Create. 
8. Once created, you can send a bill payment anytime. 

How to manually create a bill on Forwardly

1. On the left-hand navigational menu, click on Pay and then Bill Payments.
2. Click Create Bill.
3. Select an existing vendor or add a new vendor. 
4. Add your bill details.
5. Attach PDF, PNG, JPEG, or JPG documents, up to 15 MB (optional).
6. Click Create. 
7. Once created, you can send a bill payment anytime. 

Additional features to note about creating bills on Forwardly

• Bills are automatically saved as Drafts once a vendor is selected during bill creation in Forwardly.
• Only created bills are synced to your connected accounting software; Drafts remain in Forwardly and are not synced. You can continue to edit a Draft and create a bill from it.
• If a created bill fails to sync, you can edit and update it to resolve any errors and trigger a successful sync. The bill must be successfully synced before you can take any actions, such as making a payment, downloading attachments, deleting it, or marking it as paid.
• From the Action drop-down on the right (visible after selecting a bill), you can download attachments, mark a synced bill as paid, or delete the bill.

How do I add an item when creating a bill?

1. Select an existing item synced from your accounting software or create one directly within Forwardly; the associated expense category will auto-fill in the Expense Category column.
2. Enter a description, quantity, and rate to auto-calculate the amount, or manually select an expense category, enter a description, and input the line-item amount directly.

How do I record Taxes on a purchase while creating a bill?

1. Taxes on purchases should be recorded as an expense. Ensure you have a tax-related expense account set up in your Chart of Accounts; if not, create one (optionally in your accounting system, if connected, and resync).
2. While creating a bill, add a line item, select the taxes account as the Expense Category, and enter the tax amount in the Amount column.