Feature Availability and Limits

To learn more about Vtiger editions and feature limits, click here.

Introduction to Bills

Bills are generated from a purchase order (PO) to initiate payments to vendors. Bills are generated, after receiving the ordered items. Bills are records that specify the payments made to the vendor on a particular PO.

Relationships Between Bills and Other Modules

• With Purchase Orders
  • When a billing record is created, it is linked to a PO. Hence, bills are highly dependent on the PO. Before you edit products or services in a billing record, please read below:
  • You must add a product or a service related to the PO. This PO must be linked to the bill record.
  • The quantity of a product or a service defined in the PO is the final number. You cannot exceed its quantity in the bill record. 
  • If you wish to make changes to the product or the service, you must first edit the related PO.
  • To learn more about Purchase Orders, click here.
• With Payments
  • A bill is cleared only when payments are done. Hence, changes in the payment record will affect the bill. Here are a few instances that show the dependency of bills on payments:
  • When a payment is done, the Paid and Balance fields are updated in the bill record.
  • If the status of a payment record is changed to paid, then the status of the bill is also changed to paid.
  • To learn more about Payments, click here.

Note: The modules, Credit Notes, Delivery Notes, Receipt Notes, and Bills are a part of the Inventory Add-On Extension. You have to install these extensions by going to Settings> Extension Store to use these modules.

One View in Bills

One View widget is a one-stop destination to view all the important modules related to a bill. The One View widget in the Bill module will show the following details:

• Related Purchase Orders 
• Related Vendor details generated from this Bill
• Related Payments details
• Related Document details that are attached to the Bill.

To learn more about One View in Vtiger CRM, click here.

In this article, you will learn about:

• Billing
• Creating a Bill
• Adding line items to a bill
• Configurations you can make to a bill

Key Terminology

Creating a Bill

Listed below are the ways using which you can create a bill. 

• From Bills’ List View
• From Purchase Orders

From Bills’ List View 

You can use the +Add Bill button to create a new bill. You can find it in the top right corner of the Bills’ List View.
Follow the steps below to create a bill:

1. Log in to the.
2. Click the main Menu.
3. Go to Inventory.
4. Select Bills.
5. Click the +Add Bill button.
6. Fill in all the mandatory details.
7. Click Save.

From Purchase Orders

You can create a bill through a PO.
Follow these steps to create a bill from a PO:

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Purchase Orders module.
5. Open any particular PO.
6. In the Summary View, click the Do button on the right-hand side top corner of the screen.
7. Click the Add or Create button.
8. Click on Bills.
9. Enter all the details.
10. Click Save.

This newly created bill is linked to the PO.

Configurations in Bills

You can configure Taxes, Tax regions, Shipping Charges (if any), and Terms and Conditions from the Settings > Inventory Management section. 
Note: Only those with the Admin role can configure these fields.

• Tax regions: Taxes can be set based on a region. Regions are set up in the Tax Settings screen.
• Currency: It is the same as the currency defined in the Deal. Bill Line item currency is the same as the record-level currency. 
• Tax mode:
  • Group Taxes: If there are multiple products/services in the inventory, group taxes help in populating tax rates according to specific tax calculations.
  • Individual Taxes: You can enable this option while creating a Bill. You can apply taxes for individual items in a bill by clicking the Configure button on the bill.
  • Note: The default Tax mode is set based on the option set in the Tax Management page by the administrator. This can be overridden on a bill level from the Bill Configuration pop-up.
• Discounts
  • Group Discounts: Similar to Group Taxes, Group Discounts are applied to products (or) services on the bill level.
  • Individual Discounts: Contrary to group discounts, Vtiger CRM provides an option to apply discounts on an individual item based on its List Price. 
• Shipping Charges: Shipping  Charges are the additional amounts charged by the company’s sales team for shipping the product to a customer.
• Adjustments: This option allows you to round off the total amount to the next value or the previous value based on the decimal number.

Note:

• You can customize and add or remove fields by going to the Module Layouts and Fields under Settings.
• Refer to the Tax Management article to learn how to set up taxes and other configurations.

Adding Line Items to an Existing Bill 

Adding a product or service

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Inventory.
4. Select the Bills module.
5. Click +Add Bill.
6. Fill in all the necessary details.
7. Click Save.  The newly created bill is available in the Bills List View.
8. Go to Bills > List View.
9. Hover over the newly created bill and click Edit.
10. Go to the Item Details block.
11. Click Add row.
12. Select Products or Services. The system displays a list of all products or services linked to the PO.
13. Select an item from the list of all items related to the linked PO.
14. Click Add Selected.

Adding a new section

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. Select any particular bill. 
6. Click Edit.
7. Go to the Item Details block.
8. Click Add Section.

Ways of Viewing a Bill 

List View in Bills

Columns in List View 

• Name -  Displays the name of the Bill.
• Bill Date - Displays the date on which the bill was generated.
• Status - Displays the status of the bill.
• Purchase Order - Displays the PO related to the bill.
• Bill No - Displays the bill number.

List View actions

Summary View

• Summary View actions
  • Follow: You can follow any bill record to get updates on all the activities performed on that record.
  • Tags: You can add tag names to the record to identify the record easily.
  • Print: You can print the bill or save it as a PDF for future reference.
  • Duplicate: You can duplicate the current record and have all the details reflected in a new record.
  • Delete: You can delete a record by clicking this button.
• Bill document
  • Generated bills are displayed here.
• Do button
  • When you click on the Do button on the right-hand top corner of the Summary View, you will see the following:
  • Reach out now -You can get in touch with the contact via Email, Call, or SMS at the moment.
  • Reach out later - You can schedule an email, event, or task with a contact.
  • Add or Create - You can add or create other modules related to the bill.
  • Share - You can share the bill as a link or as an attachment.
• Widgets
  • One View - All the modules related to a bill are displayed here. 
  • Tasks -All the tasks related to a bill are displayed here. You can also add a new task from here by clicking the + button.
  • Events - All the events related to a bill are displayed here. You can also add a new event from here by clicking the + button.
  • Activity -All the activities made on a bill are displayed here. You can also add comments related to a bill in this section.
  • Analytics -You can view all the metrics related to a bill in the form of charts, mini-lists, etc. You can also create new ones here.
  • Payments -You can create a new payment or add an existing payment to a bill. All the payment-related details are displayed here.
  • Documents - You can create a new document or add an existing document to the bill using this widget. All the document-related details are displayed here.
  • Settings - You can change the template of a bill here.

Details View

• You can view and edit all the information for a billing record by clicking the Details View tab in the Summary View of the record.

Actions Possible on a Bill

You can perform the following actions on the bill.

Share a bill

You can share a bill with a customer by sending a link to the bill or by sending the bill itself as an attachment

As a link: Follow these steps to share the bill as a link:

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. Open any bill.
6. Click the Do button in the Summary View.
7. Select Share.
8. Click Share as link.
9. A mail compose window opens with Bill's link.
10. Enter the recipient's details and click Send.

As an attachment: Follow these steps to share the bill as an attachment:

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. Open any bill.
6. Click the Do button in the Summary View.
7. Select Share.
8. Click Share as an attachment.
9. A mail compose window opens with the bill attached to it.
10. Enter the recipient's details and click Send.

Generate related documents

Add a document

Use Vtiger’s Documents module to solve the problems of organizing and sharing! It acts as a repository for all the documents that you have created or those shared with you by your customers or the sales team. 
Follow these steps to add a document:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Inventory.
4. Select the Bills module.
5. Open any bill.
6. Click Add or Create button.
7. Select Documents.
   1. Here, you will see the following two options on your screen:
      1. Select Documents. If you want to add an existing document, select this option.
         1. Hover over a record in the list of all existing documents to display the radio buttons.
         2. Click the radio button on the left side of the record to select the record.
         3. Click Add Selected button present below of the list.
      2. Create Documents
         1. If you want to add a new document, select this option.
         2. Fill all the necessary details.
   2. Click Save.

Generate a payment

The Payments module enables you to accept payments for the goods sold to your customers. Your customers can pay you online through a secure gateway thereby ensuring that the payments are faster and safer.  
Follow these steps to generate a payment:

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. Open any Bill record.
6. Click the Do button in the Summary View.
7. Click the Add or Create button.
8. Select Payments.
9. Enter all the necessary details.
10. Click Save to create the payment record.
11. Click Save and Continue to fill in more information.

The newly created payment record will be available in the Payments widget on the Summary View of the bill.

Exporting a bill

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. In the List View, hover over any bill record to display the radio button on the left side.
6. Click the radio button.
7. Click the Export button.
8. Select any one of the following options:
   1. Export Selected Records - This option will export only the selected record.
   2. Export data in current page - This option will export the records on the current page.
   3. Export all data - This option will export all the data in all the pages of the bill module.

Printing a bill

Follow these steps to print a Bill:

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. Open any bill.
6. Click the More button.
7. Click the Print button.
8. You can perform any of the below options:
   1. Edit & Export - You can edit the bill and export it to your local system.
   2. Email with PDF - You can email the bill record as a PDF to the contact.
   3. Print - You can print the bill and keep a hard copy.
   4. Save as PDF - You can save the bill as a PDF on your local system.

Changing the Template of a Bill 

There are two ways in which you can change the template of a bill.

• From the Print Bill screen
• From the Settings widget

From the Print Bill screen

Follow these steps to change the template of a bill from the Print Bill screen: (This is a temporary change only until the bill is printed.)

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. Open any bill.
6. Click the More button.
7. Click the Print button.
8. Select the template you want from the list of all templates.
9. You can choose any of the below options:
   1. Edit & Export - You can edit the bill and export it to your local system.
   2. Email with PDF - You can email the bill record as a PDF to the contact.
   3. Print - You can print the bill and keep a hard copy.
   4. Save as PDF - You can save the bill as a PDF on your local system.

From the Settings widget

Follow these steps to change the template of the bill from the Settings widget: (This is a permanent change and will be applied to the bill immediately.)

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to the Inventory tab.
4. Select the Bills module.
5. Open any bill.
6. Go to the Settings Widget.
7. Click the Template applied drop-down.
8. Select the template of your choice.

The template will be applied to the bill instantly.

Creating Invoices for Billable Tasks

• How does this work:
  • You can create an invoice for tasks for which the status is Completed and marked as Billable. Clicking Generate Invoices from Projects will let you select the billable task to add to the new invoice. In this Billable Tasks list, only Tasks with the status as Completed and marked as Billable are displayed.
  • You can create an invoice from Contacts by adding billable tasks created for the Contact. Clicking the invoice displays the Choose Line Items pop-up where you can select the task radio button to add a billable task in invoices or the product/services radio button to select product/services for invoices.
  • When you create an invoice, the invoice record title is copied from the task title. The Invoice subject will be copied from the task title if the invoice is created for a task or project. If the invoice is created from a project or contact the last name of the contact is used for the Invoice. 
  • The services linked in the Item Details block for a Billable task are automatically added as line items in the new invoice. The task title will be copied to the line item description of the Invoice. Other details that are captured include the rate of that service (Unit Selling price), billable time spent on the task (Quantity), Currency, Tax mode, Charges, Taxes, etc., (as per the configuration made in the CRM).
  • You can also use task timelogs to enter the number of hours taken to complete a task. Once the invoice is generated the task is marked as Invoiced.
• Note:
  • To generate an invoice the following conditions have to be met - task stage should be completed, and the Is Billable field should be enabled. Only then Service and Rate fields are displayed. 
  • If you have enabled a task as Billable, the Service lookup field will become mandatory and you must select the service for the task. 
  • When you select a service, a pop-up will appear asking you to confirm if you want to update the Task's Rate field with the Rate field value of the selected service. On confirming, the Rate value is picked for the billable Task. The Rate field is editable.

Timelogs for a Billable Task
For each billable Task created, you can add Timelogs either manually or by clicking on the Start timer in the Task Summary View. if the time log is not added, the quantity of the line item is displayed as 0. You can mark Timelogs as Billable or non-Billable by enabling the check box in Timelogs.
All the Timelogs you add will appear in the related tab of the Task record with Time spent details in Days/Hours/Minutes.