> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/purchase/bill/what-is-a-bill/bill-options.md). # Bill Options The Bill module offers a variety of options at both the header and detail levels to efficiently manage and process the bills. From paying the bills to performing batch actions on line items, these options facilitate efficient bill processing. The Bill module provides a range of options at both the header and detail levels for effective bill management and processing. From paying the bills to performing batch actions on line items, these options help streamline the bill processing workflow. ### Bill Header Level Options * **Create Duplicate:** Allows you to create a duplicate bill. * **Put On-Hold Status:** Allows you to place the bill on hold. Once a bill is on hold, the system displays the hold status and the reason entered for the hold. * **Remove On-Hold Status:** Allows you to remove the On-Hold status from a bill. This option is available only when the bill is currently on hold. Once selected, the bill is released from the On-Hold status and can proceed through the normal bill processing workflow. * **Add PO Lines:** Allows you to add an item line in the bill from other PO(s) of the same vendor. * **Pay Bill:** Redirects to the Bill Payment module to directly make the bill payment. * **Show Payments:** Shows the payment created on bill payment. * **Show Credits Applied:** Shows the vendor credit(s) that have been applied to pay off the bill. * **Show Prepayments Applied:** Shows the prepayments that have been applied to pay off the bill. * **Add To Email Queue:** Adds the bill to the email queue for sending at a later time. * **Show Transactions:** Show the Journal Transactional View for the bill * **Show Audit Trail:** Shows the activity log or a detailed history of all the changes, actions, and interactions related to the bill. * **Create Recurring Bill:** Allows you to create a recurring bill. * **Void:** Voids the bill. Voided bills are deleted permanently from the system. * **Approval:** Provides sub-options for changing the approval status of the bill. * **Mark as Waiting For Approval:** Allows you to change the status of the bill to "Waiting For Approval". * **Mark as Approved:** Allows you to change the status of the bill to "Approved". ### Bill Line Level Options The Options" menu in the Bill Details section offers a variety of options to manage the items, while the "Sort By" option allows you to sort the items in the estimate as per your needs. #### Bill Line Level Options * **Batch Unit Cost:** Allows updating unit cost for multiple line items at once. * **Batch Discount:** Allows applying discounts in bulk to multiple line items. * **Batch Apply Custom Price:** Provides sub-options for applying custom prices to multiple line items, including standard unit price, standard unit cost, and up to fourteen custom price options. #### Sorting Bill Items Beside the Options menu in the details section of the bill, there is an option to sort the items. To sort the items, click on the "Sort By" option and select how you want to sort the items. **Sorting Options** The sorting options available include: * **Item Number:** Arrange items either in ascending or descending order based on their item numbers. * **Total Price:** Sort items based on their total price, helping you quickly identify high-value transactions. (Please note that this sorting option is not available in transfer orders as these orders do not involve pricing.) * **Quantity:** Arrange items by quantity, aiding in inventory management and fulfillment tracking. ### Bill Approval Feature The Bill Approval feature in XoroERP provides robust control over the approval process for bills, ensuring that only approved bills are eligible for payment. This feature helps maintain financial accuracy and compliance within your organization. **Functionality** The bill approval feature allows users to: * Mark bills as 'Waiting for Approval'. * Mark bills as 'Approved'. Additionally, XoroERP provides the ability to restrict payments for bills that have not been approved. This is controlled through an app configuration named **“Restrict Payment for Unapproved Bills”**, which is available under the Purchase tab. **When the App Configuration is Off** When the "Restrict Payment for Unapproved Bills" configuration is turned off, the following process applies: 1. **Mark as Waiting for Approval**: * Navigate to **Options > Approval > Mark as Waiting For Approval**. * This action tags the bill as "Waiting for Approval". * Upon opening a bill tagged as "Waiting for Approval", users will see the pending approval status displayed next to the bill number. 2. **Mark as Approved**: * Once the bill has been reviewed and approved, navigate to **Options > Approval > Mark as Approved**. * This action tags the bill as "Approved". **When the App Configuration is On** When the "Restrict Payment for Unapproved Bills" configuration is turned on, the following process applies: 1. **Automatic Status Assignment**: * If the app config is on, bills are automatically generated with the status "Waiting for Approval". 2. **Approval Requirement for Payments**: * Approval is mandatory before proceeding with bill payments. * To approve a bill, navigate to **Options > Approval > Mark as Approved**. * Attempting to pay an unapproved bill will trigger a system error, preventing the payment from being processed. #### Can a Bill Be Split Across Multiple Due Dates (e.g., NET 30, NET 60, and NET 90)? Yes. XoroERP supports this through **Split Term Payment Terms**. Instead of assigning a single due date to the bill, a Split Term allows the bill amount to be distributed across multiple scheduled payments based on predefined percentages and due-day intervals. How It Works When a bill is created using a Split Term payment term, XoroERP automatically generates: * A **Parent Bill** * Multiple **Child Bills** based on the configured split schedule Each child bill is assigned its own due date and amount according to the split-term configuration. #### Example You can configure a payment term as follows: | Due Interval | Percentage | | ------------ | ---------- | | 30 Days | 50% | | 60 Days | 30% | | 90 Days | 20% | In this example, a single bill is automatically divided into three scheduled payments based on the specified percentages and due dates. #### Setup Instructions 1. Navigate to **Menu → Accounting → Payment Term**. 2. Create a new Payment Term. 3. Select **Split Term** as the Payment Term Type. 4. Add the required split lines with: * Day Interval * Percentage 5. Ensure the total percentage equals **100%**. 6. Save the Payment Term. #### Additional Configuration for Bills For split-term bills, configure the **Expense Account for Split Term Bill** in the Purchase application settings. This configuration is required for the system to process split-term bills correctly. #### Important Notes * Standard payment terms such as NET 30, NET 60, or NET 90 create a single bill with a single due date. * Split Terms are specifically designed to distribute a bill across multiple payment schedules. * The parent bill contains an offset expense line. * Child bills are generated automatically by the system. * Child bills remain linked to the parent bill and its split-term structure. --- # Agent Instructions This documentation is published with GitBook. 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