How to create a bill via vessel?

This guide explains how to create a new wire upsell. 

Start by creating the vessel. 

Step 1: Navigate to the vessel details page.

Step 2: Select the national tab.

Next, create a bill for insurance.

Step 3: Click on the plus sign.

Step 4: Locate the vendor selection field.

Step 5: Click on the field and select the drop-off vendor.

Now, set the bill and due dates.

Step 6: Find the bill date and due date fields on the right.

Step 7: Click on each field to open the calendar.

Step 8: Select the appropriate dates.

These dates are important for tracking when the bill was created and when payment is due.

Next, fill in the bill number.

Step 9: Navigate to the bill number field.

Step 10: Either manually enter a unit bill number or let the platform generate it automatically.

Now, add items to the bill.

Step 11: Enter the service project name and account name.

Note: The account name field appears only when recording software is connected to your account.

Step 12: Fill in the cost and quantity fields. The line total is calculated automatically.

Step 13: Scroll down to find the current exchange rate.

Step 14: After filling in all the information, click save.

Finally, link the bill number to the cash flow.

Step 15: Go to the cash flow.

Step 16: Find the linked bill number.

Step 17: Click on the bill number. At the bottom, you'll find options to mark the bill as paid or initiate payment.

To view the bill details, click the relevant tabs at the top.

You can also upload any files or evidence related to the bill from the document tab.