Understanding a bill card

Each bill on the Bills page is shown as a card.

The card gives you the key information without opening the full bill.

Bill number

The bill number identifies the bill.

For example:

Bill #69

This makes it easier to refer to the bill later.

Status badge

The status badge tells you whether the bill is unpaid, part paid, paid, overdue, draft, or cancelled.

File attached badge

If you see a Bill file attached badge, it means the bill has an uploaded file.

This could be a receipt photo, PDF invoice, scanned bill, or other document.

Supplier

The supplier name shows who the bill came from.

For example:

Essential Oils Nairobi

Expense category

The expense category shows how the bill cost is grouped for reporting.

For example:

• Rent
• Stock purchases
• Packaging
• Utilities
• Transport

Bill date

The bill date shows when the bill or supplier purchase was recorded.

Due date

The due date shows when the bill should be paid.

If there is no due date, the page may show a dash.

Balance due

The balance due shows how much is still unpaid.

This is one of the most important figures on the bill card.

Total

The total shows the full value of the bill before payments.

Paid

The paid amount shows how much has already been paid.

Discount

The discount shows any reduction applied to the bill.

Payments

The payments count shows how many payments have been recorded against the bill.

If the payments count is zero, no payments have been recorded.