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How to Process Bills and Bill Payments
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3 minutes
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Create a New Bill
Make a Payment
Pay Bills
1
Navigate to Brokerage Engine.
2
Click "Accounting".
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Create a New Bill
3
Click "Quick Actions".
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4
Click "New Bill" to enter the information.
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5
Click on Vendor to display the dropdown menu. Select a name.
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6
Make a selection on the dropdown menu for Term and A/P Account.
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7
Click the "Bill No." optional field this number cannot repeat and will show in the check under memo.
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8
Click here to select the account.
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9
Type an optional description.
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10
Click this text field to add the amount.
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11
Click the checkbox if the bill is billable to a customer.
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12
Select a customer from the dropdown menu.
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13
The checkbox and the customer fields can remain blank if the bill is not billable.
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14
Click "-- Select Class --"
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15
Click "Add Line" of adding another item to the bill.
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16
Click the "Memo" optional field to add text.
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17
Click "Save" or "Save & New".
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18
Click "OK"
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Make a Payment
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