Supplier bill actions

Once you have raised a supplier bill there are numerous actions you can take via the bills ’ actions’ menu:

1. Payments & Refunds:
2. New Payment: Records a payment for the bill and automatically updates the ledger.
3. New Credit Note: Records a credit note against the bill and automatically updates the ledger.

Tip

Supplier bills can also be recorded as paid directly through Xero:
- Reconcile the supplier payment against the relevant supplier bill on Xero
- This will sync back to InTouch and mark the supplier bill as paid

Note

Once a payment has been recorded, view the transaction history and corresponding Xero entry via the Actions menu > Payments & Refunds.

1. View bill on Xero: Directs you to the corresponding transaction on Xero.
2. Void: Enables you to void the raised bill.
3. You cannot void a raised bill if payments or credit notes have been recorded against it. You must remove these first.
4. The corresponding receivable must then be void separately.

Removing Payments & Credit Notes

1. Navigate to the ‘Actions’ menu next to the bill
2. Select Payments & Refunds
3. Navigate to the ‘Actions’ menu on the relevant transaction
4. Delete

Note

To delete a credit note, the corresponding credit needs removing on Xero first.

Note

If the payment for the bill has been reconciled on Xero, you will need to rectify this first.