Other Actions for Bills

Let’s have a look at the various actions that can be performed upon a bill in Erpisto.

Edit Bill #

You can edit the details of any bill. Here’s how:

• Go to Purchases > Bills.
• Select the bill you want to edit.
• Click the Pencil icon on top of the page.
• Make the changes.
• Click Save.

Download as PDF #

You can download any bill as a PDF. Here’s how:

• Go to Purchases > Bills.
• Select the bill you want to download.
• Click the PDF icon on top of the page.

Print Bill #

You can print the details of any bill. Here’s how:

• Go to Purchases > Bills.
• Select the bill you want to print.
• Click the Print icon on top of the page.
• Check the Preview and click Print.

Attach Files to Bill #

To attach files to your bill:

• Go to Purchases > Bills.
• Select the required bill.
• Click the Attach icon on top of the page.
• Select the desired option and attach your file(s).

Clone Bill #

You can create a bill in Erpisto with details similar to an existing bill by cloning the bill.

To clone a bill:

• Go to Purchases > Bills.
• Click More > Clone.
• Review the new bill and save it.

Make Bill Recurring #

You can make any bill that you’ve recorded in Erpisto as recurring. Here’s how:

• Go to Purchases > Bills.
• Click More > Make Recurring.
• Review the new recurring bill and save it.

Delete Bill #

You can delete any bill that you’ve recorded in Erpisto. Here’s how:

• Go to Purchases > Bills.
• Select the bill to delete.
• Click More > Delete.
• Click Delete to confirm.

Export Bills #

You can export all the bills in Erpisto to your system in the CSV, XLS, or XLSX format. Here’s how:

• Go to Purchases > Bills.
• Click the Hamburger icon in the top right corner of the page.
• Select Export Bills.