Bills

As of Sales Pack v4.0.

Bills represent invoices from suppliers.

Access to Bills is controlled by Roles.

A bill can be created from a purchase order. To create a bill from a purchase order, in the purchase order detail view, click on the plus button in the Bills panels.

Outbound payments and bill credits can be allocated to a bill. To be able to set a bill as paid or cancel an issued bill, you need to zero the amount due by allocating payments or bill credits.

Bill credits can be created from a bill to fully or partially reverse it.

Automatic numbering

The prefix of the next number, the next number itself and the quantity of digits in the number can be configured at Administration > Entity Manager > Bill > Fields > numberA.

Locking

A Bill can be locked if it's completed or canceled. When a record is locked, a specific fields become read-only. An administrator can configure the field list at: Administration > Entity Manager > Bill > Edit.

If the settings parameter Forbid order unlocking is checked, once a record is locked, it can be unlocked only by an administrator.