Bills - Creating

This feature is used by the Program to create bills for Contractors when a load is brokered. It can also be used for entering other bills for payment later. Whether you chose to use this feature for that purpose or not is a matter of personal preference. Personally I like a system of putting the bills in a folder and then payment then every Friday. If you do that, it's an easier way to pay your bills. If however you're forgetful or want reminder for bills a few days before they're due this feature will work for you. REMEMBER BILL REMINDERS ARE ON THE DAY YOU SET IT AS DUE - so when you enter the date be sure to enter enough lead time for mailing the check if necessary.

 

 

Click ADD

Pro Number: If it applies to a specific Pro Number enter the Pro Number.

Date: Enter the DATE you want to PAY THE BILL. This is when the bill reminder will appear. (the red 2 Bills Due notice above)

Type: Set the Type to BILL.

Amount: Enter the amount of the bill. Note bills with interest or more than one expense item cannot be generated.

Paid By: Program will set this to N/A - LEAVE IT THAT WAY.

When you edit the Paid By account you will get the Contact List. Click the Filter Contacts to select the type of account this payee belongs to and then select the Check Payee for this bill. The check payee needs to be in your Address Book ahead of time.

Payment Account: Program will set this to N/A - LEAVE IT THAT WAY.

Charge To Account: Enter the Charge To Account to use.

Memo: Enter a memo if you want one.

 

Click SAVE and the bill is entered. When the bill comes due you'll get a reminder in the BILLS DUE box (red box above).