In hibooks, you can create and manage all your bills from your business to your contacts in the system. This allow you to keep a record of all your purchases. Learn also how to manage Recurring Bills and how to manage Bills Credit Notes.
How do I create a new bill ?
You can create a bill in hibooks in two ways.
From your dashboard you can click on Create New and then Bill.
Or select Purchases from the side-bar menu and then Bills from the drop-down menu. Select Add New and then Add Bill.
Learn how to complete the information of a new bill here.
Select Save and Approve when finished.
How do I View a Bill ?
Go to the All Bills tab of the Purchases page.
Select the bill you’d like to view. Here you’ll find all the bill details as well as corresponding payments, notes and files.
The Bill Overview tab shows the detailed invoice information, including the payee’s name, the account type, quantity, unit cost, VAT rate, VAT total, and total amount. From here you can edit a bill, add payments, and save the details in .pdf format.
How do I Edit a Bill ?
Go to the All Bills tab of the Purchases page.
Select the bill you’d like to edit.
Select Edit on the top right. You can edit a bill only before it has been paid.
When you’ve finished editing, select Save and Approve.
How do I add a note to a Bill ?
Go to the All Bills tab of the Purchases page.
Select the bill you’d like to add a note to.
Select the Notes tab.
Click on Create New. You can add a title and a message to your note. When finished, click on .
How do I add a file to a Bill ?
Select Purchases from the sidebar menu then select Bill from the drop-down menu.
Click on the bill you’d like to add a file to.
Select the Files tab and then select Upload File. Select the file you’d like to upload from your device.
The file formats you can use are: .pdf, .xls, .txt, .png, .gif, .doc, .docx, .jpg, .jpeg, .ods, .xlsx, .csv
The maximum file size is 15 Mb (2 Mb kb).
How do I archive a Bill ?
Go to the All Bills tab of the Purchases page.
You can archive a bill individually by clicking on the button with three dots under Actions from the bill you want to archive. Click on Archive.
Or in bulk by ticking the tickbox at the top left. Tick as many bills that you want to archive. Click on Archive.
Learn more about archived bills here.
How do I Delete a Bill ?
Go to the All Bills tab of the Purchases page.
You can delete a bill individually by clicking on the button with three dots under Actions from the bill you want to delete. Select Delete.
Or you can do it in bulk by by ticking the tickbox at the top left. Tick as many bills that you want to delete. Click on the delete button.
It’s only possible to delete a bill if:
There are no payments allocated to it.
The date of the bill doesn’t fall within a locked period.
The bill hasn’t already been included in a submitted VAT Return.