Supplier bill actions
Once you have raised a supplier bill there are numerous actions you can take via the bills 'actions' menu:
- Payments & Refunds:
- New Payment: Records a payment for the bill and automatically updates the ledger.
- New Credit Note: Records a credit note against the bill and automatically updates the ledger.
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
- Reconcile the supplier payment against the relevant supplier bill on Xero
- This will sync back to InTouch and mark the supplier bill as paid
Once a payment has been recorded, view the transaction history and corresponding Xero entry via the Actions menu > Payments & Refunds.
- View bill on Xero: Directs you to the corresponding transaction on Xero.
- Void: Enables you to void the raised bill.
- You cannot void a raised bill if payments or credit notes have been recorded against it. You must remove these first.
- The corresponding receivable must then be void separately.
Removing Payments & Credit Notes
- Navigate to the 'Actions' menu next to the bill
- Select Payments & Refunds
- Navigate to the 'Actions' menu on the relevant transaction
- Delete
To delete a credit note, the corresponding credit needs removing on Xero first.
If the payment for the bill has been reconciled on Xero, you will need to rectify this first.
