Find vendor bills and see what's due

The Vendor bills list shows every bill with what’s left to pay and when it’s due, so nothing is paid late. The cards at the top add up what you owe and point you at what needs doing.

Who can do this

Owners, and Staff whose Team has Open Vendor Bills. Field users can’t see vendor bills.

1. Open the list — Go to Vendor Bills. The newest bill comes first.

2. Read the cards — To pay is the balance on recorded bills. Overdue and Due in 7 days show the amount and how many bills. Drafts to record counts drafts not yet posted.

3. Narrow it down — Press Overdue, Due in 7 days or Drafts to record to show only those bills; press it again to clear. Or use the filters on the left of the filter bar: state, vendor (“All vendors”) and job (“All jobs”).

4. Search — Type a bill number, vendor or job in Search bill numbers, vendors or jobs.

5. Open a bill — Press its number, or open the row’s menu and choose View.

Each row shows the bill number, the vendor, the bill date, the due date with how late it is, the job, the state in words, the total and the balance. A void bill’s balance shows “—”. Columns lets you choose which columns show.

Your filters, card, search, sort and page are kept in the address, so you can share the view or come back to it.

Act from a row

The row’s menu offers View, Edit and Record for a draft, Pay bill while money is owed, Duplicate, Void for a recorded bill and Delete for a draft. You only see the actions your Team allows. Record, Void and Delete ask first.

See a job’s bills

Choose a job in the job filter to list only bills tagged to it. The cards count only those bills. If none are tagged to the job, you see “No vendor bills on this job”.

From a job’s Costing tab, press View bills and expenses under Cost to open this list filtered to that job, with a link to the same filter on Expenses. See Jobs.

Tip

Recurring bills and New vendor bill sit on the right of the filter bar, beside Updated and the refresh button.

If there are no bills yet, the page says “No vendor bills yet” and explains that you save a bill as a draft, then record it when it’s ready to post.