How to Add, Edit and Delete a Bill

This article will show you how to add, edit and delete a bill.

 

 

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How to Add a Bill

  1. Go to the "Add Bill" page.
    • On the top of the page, click on the Quick Actions menu button and then click on Add Bill.

OR

    • From the dashboard view of Rentvine, click on the Accounting dropdown on the left hand side
    • Click on Money Out from the dropdown
    • On the right hand side, click on the green Actions button and select Add Bill

 

    • On the next screen, enter the Bill Details
      • Enter/ Select Payee ( This field is required). This is who the bill is paying
      • Enter the Bill Date and Date Due
      • Enter the Invoice #/ Reference #
      • Enter the Payment Memo or leave blank to use the Reference #
      • If this is a vendor bill and the vendor offers a discount, go ahead and enter the Discount Percentage in now. If you've added a discount to the vendor contact, it should autofill
      • If you entered a vendor discount and the discount has an expiration date, go ahead and enter it in the Discount Expiration Date
      • In the Markup % field, enter in a percentage if you plan on marking up this bill for the owner

 

    • Complete the New Itemized Bill Charges section
      • Enter/ Select Payer. This is who will be paying the bill, i.e, Property, Unit or Portfolio (owner)
      • Enter the Account. This will typically be an expense account
      • Enter the Amount of the bill charge

      • **If you need to an additional charge to this bill, click on the Add Charge button to the right, and complete the steps above
      • In the Attach Files section, you can attach a file/invoice
        • Drag and drop to the green attach files section to upload files
        • Or, you can click on that section to search your computer for a file

     

     

      • In the Charge Tenants section, you have the option to add a charge to a tenant as well. This charge will be created on their lease. This feature is typically used to reimburse the owner for the bill.
        • Click the Add tenant charges toggle option on to drop down the fields to charge a tenant
        • In the Tenant/Lease field, type in tenant's name or the address of the lease, and select the correct tenant
        • Select an Account for the charge. This will typically be an income account, i.e. Reimbursement
        • Type in the Amount you are charging the tenant
        • Lastly, enter in a Description of the charge
        • If you need to add another tenant charge, click on the Add Another Tenant Charge button, and follow the same steps

     

      • Click the green Save button to create the bill or Save and Add Another to create the bill and add another bill.

     

     

     

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              How To Edit a Bill

              1. From the dashboard view of Rentvine, click on the Accounting dropdown on the left hand side
              2. Click on Money Out from the dropdown
              3. The next page shows you a listing of all the bills under the Bills tab.  On the next screen, search for the bill you would like to edit in the search field
              4. From the search results, click on a bill to view it.



              5. On the bill view page, click on the Edit button to make your changes



                • Edit Bill Details
                  • Edit the Bill Date if necessary
                  • Edit the Due Date if necessary
                  • Edit the Reference # if necessary
                  • Edit the Payment Memo if necessary
                  • Edit the Discount % if necessary
                  • Edit the Discount Expiration Date if necessary
                  • Enter the Markup % if necessary

              • Edit Itemized Charges 
                • Edit the Account if necessary (this field can only be modified if the bill is unpaid)

                • Edits the Amount if necessary (this field can only be modified if the bill is unpaid)

                • Edit the Description if necessary

                • If you need to add another charge, you can do so by clicking the grey Add Line button

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              6.  Click the green Save button

               

               

               

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              How to Delete a Bill

              1. While you are in the bill view page, click on the green Actions button on the top right of the page and select Void from the dropdown menu.
              2. A confirmation windows will appear asking if you are sure that you want to void the bill.  Click Void Bill to confirm.

              Only unpaid bills can be deleted

               

               

               

               

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              How to Upload Files to a Bill

              1. On the details section, click the Files menu found on top 


              2. On the next screen, you can click on Click to Select so you can browse the file(s) that you want to upload or just Drag and Drop the file into the box.


              Files that are uploaded are automatically saved and will appear real time