WORKING WITH BILLS

Bills is the term that QuickBooks Online and the Premiere CRM system uses to refer to accounts payable (monies owed to owners, landlords, suppliers, etc.).

Create new billFrom the sitemap, choose ACCOUNTING >> BILLS.

Navigate to Bills

On the ribbon, click NEW, and enter as much information as you have.

NewBill

Remember to hit SAVE to save your work.

Add additional item to billTo add an additional line item to an existing bill, scroll down to TAB and click on the plus sign.

Add Bill Item

Create a bill from an orderGETTING AN ERROR HERE

Add a bill from a caseA bill from a case is recorded as an expense.

Add an expense to a case by selecting OPERATIONS >> CASE from the sitemap, and then choosing ADD EXPENSE from the ribbon.

Add expense