Edit Bill

Use the bills register to view, edit and send bills to your accounting system.

Approved billing enabled

Choose the Bills menu option from the left hand menu to access the approved billing register.
Then click the BILLS button on the upper right of the screen to access the bills register

Approved billing disabled

Choose the Bills menu option from the left hand menu to access the bills register.

💡 The Bills menu option may have been renamed in your version of Payloader, for example it could be called: Billing or Invoices.

On mobile, first click the hamburger menu icon in the top left of your screen then follow the instructions above.

When in bill details, click on the pencil ✏️ icon in the top right of the screen to open the Edit bill dialog.

Alternatively, click the menu icon at the end of the corresponding bill line and select Edit.

Note: The Edit menu or icon will not be available if the document is closed or the current user does not have the correct authority to edit the document.

Editing a bill

Modify the bill header information and click the SAVE button when you have finished editing.

Edit bill screenshot

Edit a bill line

When in edit mode, click on the line you would like to edit to display the Edit bill line dialog.

Modify the bill line information and click the SAVE button when you have finished editing.

Delete a bill line

When in edit mode, click the menu icon at the end of the corresponding bill line and select Delete. Click the DELETE button to confirm the deletion.

Add a new line

When in edit mode, click the ADD LINE button in the top right of the bill lines display area to display the Add bill line dialog.

Enter the destination, item, quantity, price and any other relevant information.

Click the ADD button to add the new line.