To enter a bill

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

   Working in Essentials Accounting Starter? If you've reached your monthly limit of 5 bills, you'll be prompted to upgrade your subscription if you try to create a new one.

   

   Click the Upgrade now button to be taken to the Subscription details page and view your upgrade options.

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

   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 field, enter the supplier’s name, or click the dropdown arrow and select the supplier from the list. The supplier’s address details appear in the field below.

   Entering an expense billed to you by a new supplier?

   Click the dropdown arrow for the Supplier field and select + Add supplier from the list. Enter the supplier’s details in the Add New Supplier window and click Save.

4. If you want to link the bill to a document from the supplier, click Link document:

   1. Select a previously uploaded document (or upload one and select it)

   2. Click Link document to bill. 

   For more information on linking documents to transactions, see Working with In tray documents.

   Check the due date, payment terms and tax preference

5. Check the date in the Date of issue field.
6. Check the date in the Payment due date field.
7. If you want to record the invoice or bill number as specified by the supplier, enter it in the Supplier invoice number field.
8. 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

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

   Entering a new item?

   Click the dropdown arrow in the Item column and 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.

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

10. 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.

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

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

    Complete the bill

13. 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.