New Supplier Billing report

You can create supplier bills within a project or in the Supplier Billing reports. Learn how to use the Supplier Billing reports to create, view, and export supplier bills from commonsku.

 

On this page:

How to pull a report

How to sort a report

Receive Bills

Export Bills

Exported Bills

Vendor Credits

FAQ

 

 

How to pull a report

You can find your supplier billing reports under your Finance tab > Billing.

Once you have selected your report type (Receive Bills, Export Bills, Exported Bills or Vendor credits) and applied any filters, click Get Report.

 

How to sort a report

Once you have pulled a report, click on a column title to sort that column by ascending or descending order.

Receive Bills

The Receive Bills Report is used to assign a supplier bill to a project or purchase order.

Learn how to:

• Create one bill for one PO
• Create one bill for multiple POs
• Create a bill against a project
• Mark a PO as billed
• Export POs as a CSV file

 

Create one bill for one PO

To create one bill for one PO:

1. Select the tab Receive Bills
2. Select a supplier, enter a PO number, project number, or add shipping dates (PO's Ship date) > Click Get Report
3. Select the PO you'd like to add a bill to and  click Create Bill
4. In the "Create Bill" screen, add the bill's invoice number, invoice date, due date, and tax
5. Add internal notes for your accounting platform/CSV/XML file (optional)
6. Click View/Edit Breakdown on the bill's items to change the quantity, cost, and tax (optional)
7. Click Add Bill Item to add a new bill item (optional)
8. Click Create Bill
9. Once Bill is created, you can choose to View the bill (Export Bills report) or Close

Create one bill for multiple POs

To create one bill for multiple POs:

1. Select the tab Receive Bills
2. Select a supplier
3. Click Get Report
4. Select the POs you'd like to create a bill for and click Create Bill From Selected
5. In the "Create Bill" screen, add the bill's invoice number, invoice date, due date, and tax
6. Add internal notes for your accounting platform/CSV/XML file (optional)
7. Click View/Edit Breakdown beside the different POs to change product quantities, costs, and taxes (optional)
8. Click Add Bill Item beside the different POs to add new bill items (optional)
9. Click Create
10. Once Bill is created, you can choose to View bills (Export Bills report) or Close

 

Create a bill against a project

To create a bill against a project:

1. Select the tab Receive Bills
2. Select a supplier or enter the project number
3. Click Create Bill
4. In the "Create Bill" screen, choose a supplier from the drop-down menu (optional), add the bill's invoice number, invoice date, due date, and tax
5. Add internal notes for your accounting platform/CSV/XML file (optional)
6. Click Add Bill Item to add  new bill items
7. Click Create Bill
8. Once Bill is created, you can choose to View bills (Export Bills report) or Close

Mark a PO as billed

To mark a PO as billed:

1. Select the tab Receive Bills
2. Select a supplier, enter a PO number, or add bill dates
3. Click Get Report
4. Select the PO(s) you'd like to mark as billed
5. Click Mark as Billed

 

 

Export POs as a CSV file

To export bills as a CSV file without removing them from the Receive Bills Report:

1. Select the tab Receive Bills
2. Select a supplier, enter a PO number, or add bill dates (optional)
3. Click Get Report
4. Select the POs you'd like to export and select Export to CSV - exports detailed PO information, including item quantities and costs.
   
   

 

Export Bills

The Export Bills Report shows supplier bills that have not been exported from commonsku.

You can use the Export Bills Report to:

• Export bills from commonsku
• Edit bills
• Delete bills

 

1. Select the tab Export Bills
2. Select a supplier, enter a PO number, or add bill dates (optional)
3. Click Get Report
4. Select the bill(s) you'd like to export and click to:

• Export to QuickBooks Online
• Export as CSV or XML file

Exported bills automatically transfer to Exported Bills Report.

 

 

To edit a bill:

1. Select the tab Export Bills
2. Select a supplier, enter a PO number, or add the bill's dates
3. Click Get Report
4. Click the invoice # of the bill you'd like to edit
5. In the "Edit Bill" screen, make the necessary changes
6. Click Save Bill
7. Once Bill is created, you can choose to View bills (Export Bills report) or Close

 

To delete a bill:

1. Select  the tab Export Bills or Exported Bills
2. Select a Invoice number,  Project number, Supplier name, enter a PO number, or add the bill's dates
3. Click Get Report
4. Select the bill(s) you'd like to delete
5. Click Delete Selected
6. In the "Are you sure you want to delete, Unpaid commissions will be recalculated?" pop-up, click OK

 

 

Exported Bills

The Exported Bills Report shows bills that have been exported from commonsku. You can use this report to:

• View exported bills.
• Export bills to a CSV or XML file for more detailed reporting, including product reporting.
• Un-export bills
• Delete bills.

 

Vendor credit

The Vendor credits report can be utilized to view all your vendor credits and  process refunds to your suppliers.

 

• Create a vendor credit
• Delete a vendor credit
• Export a vendor credit 
  
  

 

To create a vendor credit: 

1. Select  the tab Vendor Credits
2. Click on the button Credit Vendor Credits
3. Fill out the Description, Supplier name and Total amount to refund
4. Click Create
5. Once it is created, you can chose to view Vendor credit or Close

 

To delete a vendor credit: 

1. Select  the tab Vendor Credits
2. Select by Search, add a Supplier name, Date Issued, or Exported to Quickbooks
3. Click Get Report
4. Select the Vendor Credit to delete 
5. Click Delete
6. In the "Are you sure you want to delete, Unpaid commissions will be recalculated?" pop-up, click OK

To export a vendor credit: 

1. Select  the tab Vendor Credits
2. Select by Search, add a Supplier name, Date Issued, or Exported to Quickbooks
3. Click Get Report
4. Select the bill(s) you'd like to export and click to:

• Export to QuickBooks Online
• Export as CSV or XML file

 

 

To Export to Quickbooks Online:

1. Finance>Billing> Export Bills
2. Select by Search, add a Supplier name, Date Issued, or Exported to Quickbooks
3. Click Get Report
4. Select the checkbox beside the bills(s) you'd like to export
5. Click to Export to QuickBooks Online
6. In the QuickBooks Online Export Report pop-up, click the Close to close the export screen

 

To Export to CSV/XML

1. Finance>Billing> Export Bills
2. Select by Search, add a Supplier name, Date Issued, or Exported to Quickbooks
3. Click Get Report
4. Select the checkbox beside the bills(s) you'd like to export
5. Click to Export to CSV or Export to XML
   
   

FAQ

• Why am I getting an "Unbilled Purchase Orders" pop-up when I try to create a bill?
• I've added a bill to a PO. Why is the PO still showing on the Receive Bills Report?
• How do I process pre-payments?
• Where should I map my Vendor credits in QuickBooks online?

 

 

Why am I getting an "Unbilled Purchase Orders" pop-up when I try to create a bill?

The "Unbilled Purchase Orders" pop-up appears anytime you have reduced a product or service quantity.

In the pop-up, click to:

• Cancel - cancel and continue to edit the bill.
• OK - create a separate bill template for any remaining quantities.
• Mark Selected POs as billed - mark the PO as billed and do not create a separate bill template for any remaining quantities.

 

 

 

I've added a bill to a PO. Why is the PO still showing on the Receive Bills Report?

If you've created a bill in a project, commonsku automatically adds a separate bill template anytime a POs product or service quantity is reduced. The same thing happens if you've created a bill through the Supplier Billing Report and selected OK in the "Unbilled Purchase Orders" pop-up.

To remove the bill template:

• In the project, select the "All Bills Received" checkbox beside the existing bill number

• In the Supplier Billing > Receive Bills Report > select the PO and click to Mark Selected as Billed

 

 

How do I process pre-payments?

If a bill is prepaid:

1. Log the prepayment as an unapplied payment on the supplier profile in your accounting platform
2. In commonsku, indicate the pre-payment on the bill’s memo field or add “CC” to the front of the bill number to show it is prepaid and help match it to the unapplied payment in your accounting software
3. Export the bill as normal

 

Where should I map my vendor credits in Quickbooks online? 

• Vendor Credit Items → same as bill items
• Vendor Credit Services → same as bill shipping or Freight
• Supplier Vendor Credit → same as Bills

 

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