If your business is connected to accounting software, you can create bills on Forwardly. It's a good idea to have both your business and bank account verified before creating a bill.
| Warning: The bill creation feature is currently only available for businesses using QuickBooks Online and Xero. Follow us on LinkedIn for further updates. |
How to create a bill on Forwardly
- Open the business you want to create a bill for.
- On the left-hand navigational menu, find Bills and click on it.
- Go to the Outstanding Bills tab.
- On the left-hand side of your screen, click on Create Bill.
- Add your bill details.
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.
| Tip: To edit or modify a synced bill, update the bill in your accounting software, and the changes will sync back to Forwardly. |
How do I add an item when creating a bill?
- Select an existing item synced from your accounting software; the associated expense category will auto-fill in the Expense Category column.
- 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.
| Tip: Only items marked for Purchase are synced from your accounting software for bill creation. Each item must be linked to an expense account. If an item is missing, create it in your accounting software, ensure it’s marked for Purchase with an associated expense account, and then resync. |
| Reminder: If there's no "Expense" type account, add one in your accounting software, resync with Forwardly, and try again. |
How do I record Taxes on a purchase while creating a bill?
- 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 in your accounting system and resync.
- 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.