Reduce the need to keep paper copies of bills by uploading them to the inbox. Create the bill with the document for easy reference. When the payment gets sent (not combined with other payments) the first page of the document will be included on the bill stub to make it easy for the vendor to process the payment. 

Steps

Once a bill has been sent or uploaded to the Inbox:

1. Click the Inbox tab
• Locate the document
• Under "Create a New", click Bill
2. On the Bill details page, enter details, such as:
• Vendor- the company or person to be paid
• Invoice Number - any numbers or letters to help the vendor identify the bill
• Invoice Date - the day the vendor created the invoice
• Payment Terms - how soon the vendor expects payment
• Due Date - specific day the vendor expects payment (filled automatically if Payment Terms have already been selected)
• Account - details about the expense or other type of account applicable to the purchase or service received
• Item - details about the product or service the vendor is invoicing
• Approvers- the users who need to approve the bill for payment
3. Click Save

If there is more than one page to the bill, or more than one bill has been uploaded at a time:

1. Follow steps 1 and 2 above 
2. If the bill is more than one page, use the arrows to navigate through the pages and associate the appropriate ones 
• If all pages are to be associated to the same bill, choose the "Select All" option above the document or check the "Include all remaining pages" box in the bill summary
3. If the document includes multiple bills, choose "Save & Next Item" to continue to create bills from documents

Resources

• Entering a bill without a document
• What a network vendor sees when a bill is created