If you need to enter payments that aren’t associated with your suppliers (for example, for telephone bills and bank charges), enter these as Spend Money payments. For more information see Spend money.

Setting up suppliers and items

You can set up suppliers and items at any time—before you begin entering a bill (using the Contacts menu or the Items list link) or while creating it (using the Add Supplier and Add Item list options).

1. On the Bills page, click Create bill. The Bill page appears.

2. If necessary, change the Bill number. This number is automatically generated, based on the last number used.

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   If you change the bill number, you’ll change the automatic numbering. For example, if you change the number to EX000081, the next time you create a bill, MYOB Essentials will display the new bill number as EX000082.

   
   Enter information about the supplier

3. In the Supplier contact field, enter the supplier’s name, or select the supplier from the list. The supplier’s address details appear in the field below.

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   Entering an expense billed to you by a new supplier? In the Supplier Contact field, select Add supplier from the list. Enter the supplier’s details in the Add New Supplier window and click Save.

    

   Check the due date, payment terms and tax preference

4. Check the date in the Date of issue field.
5. Check the date in the Payment due date field.
6. If you want to record the invoice or bill number as specified by the supplier, enter it in the Supplier invoice number field.
7. If you account for tax/GST, choose an option from the Amounts are list.
   • If you want the prices to include tax/GST, choose Tax/GST inclusive. Note that this is the default preference.
   • If you want the prices to exclude tax/GST, choose Tax/GST exclusive.
   
   Enter the items you’re buying

8. In the Item column of the list, enter the number of the item you’re being billed for, or select it from the list.

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   Entering a new item? In the Item column of the list, select Add Item from the list. Enter the item details in the Add New Item window and click Save.

   The item Description, Account, Unit price and Tax rate/GST type appear, based on the details you entered when you created the item.

   The Qty and Total also appear. The default quantity is 1. You can change this in the Qty field.

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   To remove an item from the list, click the delete icon ( ) to the right of the item line.

9. Repeat from step 8 for each item on the bill. The totals are calculated at the bottom of the bill:

   1. Subtotal—the total for the items added to the bill

   2. Tax/GST—the amount of tax/GST applied to the bill

   3. Total—the subtotal amount plus the tax/GST amount

   4. Amount paid—the total of any bill payments made

   5. Amount due—the total minus the amount paid.

10. If you want to add a note about the bill, enter it the Notes field.

11. Check that all the information in the bill is correct.
    
    

    Complete the bill

12. If you want to:

    • save the bill, click Save. The bill is saved and the Bills page appears.

    • enter a payment for the bill, click the Enter payment link, and then click Yes to the confirmation message. On the Enter supplier payment page, enter the payment details.For more information, see To enter a payment to a supplier.

 You can click on bills to open them for editing.

1. In the bills list, find the bill you want to edit and double-click it. The Bill page appears, showing the bill details.
2. Make any changes to the bill.
3. Click Save. The Bills page reappears.

1.  In the bills list, find the bill you want to delete and click the Bill Number. The Bill page appears, showing the bill details.
2. Click the Delete link. A confirmation message appears.
   

3. Click Yes to delete the bill. The Bills page reappears.

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   Can't delete a bill? If the Delete link button is inactive, it means the bill has a payment against it so can't be deleted. You'll first need to delete the payment (click the payment to view its details then click Delete).