Creating a Manufacturer or Carrier Bill
Bills are used to process a transfer of money between your location and a vendor.
If the vendor is the manufacturer you can create a bill by:
Navigating to Bills from the left panel and click New Bill on the top right of the page.
Add in the vendor information, date of the bill and any supporting documents.
Add the items that were on the bill as well as the freight cost. If for some reason the price of the product on the bill is different from the PO, you can edit it here.
Notice the total freight cost is split based on the price of the items on the bill. The bill cost will adjust to include the total of the freight plus the total of the product cost.
Click submit and the bill has been created.
If you're using the Quickbooks Online integration, you can sync the bill to Quickbooks automatically by toggling the Bill status to "Open".
If the vendor is the carrier delivering products:
After a shipment is received click on New Carrier Bill on the top right of the page.
A new window will open with the Bill details. It will automatically contain all the billing information plus the items that were part of the shipment.
You can modify any of the date information and add a document for reference if needed.
Put in the total freight cost and it will automatically distribute the cost based on the proportional value of each item within the shipment.
Click submit and the bill has been created.
If the vendor is the manufacturer you can create a bill by:
Navigating to Bills from the left panel and click New Bill on the top right of the page.
Add in the vendor information, date of the bill and any supporting documents.
Add the items that were on the bill as well as the freight cost. If for some reason the price of the product on the bill is different from the PO, you can edit it here.
Notice the total freight cost is split based on the price of the items on the bill. The bill cost will adjust to include the total of the freight plus the total of the product cost.
Click submit and the bill has been created.
If you're using the Quickbooks Online integration, you can sync the bill to Quickbooks automatically by toggling the Bill status to "Open".
If the vendor is the carrier delivering products:
After a shipment is received click on New Carrier Bill on the top right of the page.
A new window will open with the Bill details. It will automatically contain all the billing information plus the items that were part of the shipment.
You can modify any of the date information and add a document for reference if needed.
Put in the total freight cost and it will automatically distribute the cost based on the proportional value of each item within the shipment.
Click submit and the bill has been created.
Updated on: 04/04/2025
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