Managing Vendor Bills in CRM Leaf: Recording and Tracking Invoices

The Bills feature in the Work module of CRM Leaf allows you to record and manage vendor invoices for goods or services received. It ensures accurate expense tracking, simplifies vendor payments, and keeps your purchase and accounting records organized.

A Bill is a document received from a vendor indicating the amount due for a completed purchase. It confirms delivery of items or services and serves as the basis for payment.

Each bills record in CRM Leaf includes:

• Purchase Bill Number – A unique identifier for each bill.
• Vendor – The supplier who issued the bill.
• Bill Date – The date the invoice was generated.
• Total– The total amount payable.
• Status– Shows if the bill is unpaid, partially paid, or fully paid.
• Action – Options to view, edit, or manage the bill.

How to Create a Bills

To create a new bill:
1. Go to Work > Bills.
2. Click Add Bill.
3. Complete the form with the following details:

• Bill Details
• Bill Number
  Enter a unique reference number from the vendor’s invoice.
• Select Vendor
  Choose the vendor from whom the goods or services were purchased.
• Bill Date
  Enter the date listed on the vendor’s bill.
• Purchase Order (Optional)
  Link the bill to a related purchase order, if available. This ensures that the bill corresponds with an existing order.
• Additional Information
• Note for the Recipient
  Add any internal notes or comments related to the bill. This is useful for approvals or special handling instructions.

This feature helps maintain an organized record of all incoming bills, supports timely payments, and ensures alignment between orders and invoices. By linking bills with vendors and purchase orders, CRM Leaf enables smooth financial operations and accurate bookkeeping.