{"schema":"exacc.help.page/1","url":"https://exacc.au/help/create-bill/","title":"Enter a supplier bill","description":"Enter a bill from a supplier in Exacc: supplier, the supplier's bill number, lines with account and GST, payment terms. Save it as a draft or post it.","category":"Bills & Payables","summary":"Open **Business › Purchases › + Bill**, choose the **Supplier**, add a line for each item with its **Account Number**, **Qty**, **Unit Price** and **Tax Code**, type the supplier's number in **Bill No**, check **Payment Terms**, then click **Save & Post**. **Save as Draft** keeps it out of your accounts until you finish it.","lastVerified":"2026-10-02","apps":["app"],"processIds":["create_bill"],"start":{"label":"Enter a new bill","url":"https://app.exacc.au/{dbId}/purchases/bill-form/new"},"menuPath":["Business","Purchases","+ Bill"],"before":["The supplier as a contact (or add one from the bill with **New Supplier**).","Payment terms set up under Manage (the bill takes the first one in the list until you change it)."],"steps":[{"step":1,"title":"Open New Bill and choose the supplier","body":["Open **Business › Purchases › + Bill**. Choose the **Supplier**; only active suppliers are listed. **New Supplier** adds one without leaving the bill.","**Issue Date** is the date on the supplier's bill (today by default). **Bill Header** is an optional title."],"url":"https://app.exacc.au/{dbId}/purchases/bill-form/new","image":"https://exacc.au/help/create-bill/step-1.png"},{"step":2,"title":"Add the lines","body":["Each line needs an account and a tax code. If the supplier has defaults, they fill in for you.","**Template** fills the description (and the account and tax code if they are empty) from your saved line items; it does not fill the price.","Tick **GST Inclusive** when the price you type already includes GST. **Add Line** adds another row; the totals underneath show NET, GST and GROSS."],"fields":[{"name":"Account Number","help":"the expense or asset account the cost goes to.","required":true},{"name":"Qty","help":"more than 0.","required":true},{"name":"Unit Price","help":"per unit, excluding GST unless GST Inclusive is ticked.","required":true},{"name":"Tax Code","help":"e.g. GST on purchases. A business not registered for GST always gets no-tax.","required":true},{"name":"Department/Location","help":"optional, for reporting by site."}]},{"step":3,"title":"Fill in the additional details","body":[],"fields":[{"name":"Bill No","help":"the supplier's invoice number. Exacc does not number bills; it warns if this supplier already has a bill with the same number."},{"name":"Payment Terms","help":"sets the due date from the issue date.","required":true},{"name":"Payment Due Date","help":"calculated from the terms; you can change it."},{"name":"Order Reference","help":"optional, e.g. your purchase order number."},{"name":"Purchase by","help":"the person who bought it; you by default.","required":true},{"name":"Private Note","help":"for your team only."}]},{"step":4,"title":"Save as a draft or post it","body":["**Save & Post** finalises the bill: it counts in your accounts, reports and what you owe, and opens the bill. If **Bill No** is empty Exacc asks first (**Go back and Add** or **Save without Bill Number**).","**Save as Draft** saves it without counting it anywhere, so you can finish it later from Manage Bills."]}],"sections":[{"heading":"Remember the supplier's account and tax code","body":["When a line uses a different account or tax code from the supplier's defaults, Exacc asks **Do you want to assign defaults for this supplier?** **Yes** saves them for next time, **Not now** asks again next time, and **Never for this Supplier** stops asking."]},{"heading":"Importing bills from a CSV file","body":["**Import CSV** (on a new bill) reads a bills export in Xero's format: ContactName, InvoiceNumber, InvoiceDate and Total are required. Discounts in the file are not imported."]},{"heading":"Accounts lock date","body":["A bill dated on or before your Accounts Lock date cannot be saved or changed; Exacc says \"This file is locked.\""]}],"related":["https://exacc.au/help/manage-bills/","https://exacc.au/help/record-bill-payment/","https://exacc.au/help/pay-bills-aba-file/","https://exacc.au/help/invoice-templates-and-line-items/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}