How to Create a Bill

Introduction #

Managing bills effectively is essential for accurate financial tracking and vendor management. This article provides a step-by-step guide on how to create and manage bills in the Cosmic ERP Accounting module.

Prerequisites #

Before you begin, ensure you have the following details ready:

• Vendor
• Category
• Items

Steps to Create a Bill #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Purchases
   • In the Accounting System, find and click on the ‘Purchases’ option.
4. Select Bill
   • Click on the ‘Bill’ option within the Purchases section.
5. Create a New Bill
   • Click on the create button to initiate the creation of a new bill.
6. Enter Bill Details
   • Vendor: Select the vendor for whom the bill is being created.
   • Bill Date and Due Date: Choose the bill date and due date from the calendar.
   • Category: Select the relevant category for the bill.
   • Order Number: Enter the order number related to the bill.
   • Footer: Select the appropriate footer for the bill.
7. Add Items
   • Item: Choose the item to be included in the bill.
   • Quantity: Enter the quantity of the item.
   • Price: Input the price of the item.
   • Account: Select the account associated with the item.
8. Create Bill
   • Once all information is entered, click on the ‘create’ button to finalize and save the bill details.

Conclusion #

Creating a bill in the Cosmic ERP Accounting module is a straightforward process that ensures all bill details are accurately recorded and managed. Following these steps will help you maintain clear and precise financial records.