Edit bills

In the Edit Bill screen, you can change information, such as vendors, payments, or services, for specific bills so that you can keep information about your bills current.

Note: You cannot change the vendor on a bill that has an applied payment. You must first delete the applied payment, and then change the bill.

  1. In the Bills screen, click the row for the voucher you want to change.

    Note: You can filter bills by date, status, and category in the Bills screen.

  2. Enter the information.

    Note: If there are unapplied payments for this vendor, those payments will be listed in the Unapplied list in the Payments section. You can apply any of those payments to this bill by clicking Payments to expand the Payments section and marking the checkbox for the unapplied payment.

  3. Optional for VAT registered companies: If you want to enter a comment for a specific product or service or for products or services in general, click Add Comment in the Product / Service Name section. You can also change or delete a comment that you previously entered.

    Notes

    • The comment will be associated with this bill.
    • OnBalance saves and displays the comments in the order in which you enter them on the bill.
  4. Click Upload Receipt if you want to attach a receipt to the bill.
  5. Click Save & Close.