Bills Management

Overview

CloudOnex Business Suite's Bills Management feature helps you track, organize, and pay your business expenses efficiently. This comprehensive system ensures you never miss payments and maintains clear records of all your business obligations.

Creating Bills

Add a New Bill

1. Navigate to Accounting → Bills
2. Click "New Bill"
3. Fill in the required information:
   • Vendor/Supplier details
   • Bill date
   • Due date
   • Bill number/reference
   • Amount
   • Description

Adding Bill Items

1. Click "Add Item"
2. Enter:
   • Item description
   • Quantity
   • Unit price
   • Tax (if applicable)
3. Add multiple items as needed
4. System automatically calculates totals

Managing Bills

Bill Statuses

• Draft: Initial creation stage
• Unpaid: Bill is active but not yet paid
• Partially Paid: Some payment has been made
• Paid: Bill is fully settled
• Overdue: Past due date without full payment
• Void: Cancelled or invalid bills

Recording Payments

1. Open the bill
2. Click "Record Payment"
3. Enter:
   • Payment date
   • Amount
   • Payment method
   • Reference number
   • Notes (optional)

Bill Organization

Categorization

• Assign categories to bills
• Tag bills for better organization
• Group by vendor/supplier
• Sort by due dates

Attachments

1. Scan or photograph original bills
2. Upload to the system
3. Attach to the corresponding bill record
4. Store digital copies securely

Recurring Bills

Setting Up Recurring Bills

1. Create a new bill
2. Enable "Recurring" option
3. Set frequency:
   • Weekly
   • Monthly
   • Quarterly
   • Annually
4. Define start and end dates (optional)

Managing Recurring Bills

• Review upcoming recurring bills
• Modify recurring schedule
• Cancel recurring bills
• Track payment history