Creating a Bill

Akaunting makes easy the process of creating a bill.

Once you log in to your company’s dashboard, go to Purchases on the navigation menu bar.


- * Click Purchases to reveal a drop-down menu.


- * Select Bills.


- * From the Bills dashboard, click New Bill.


- * Enter the required billing details.


- * Required bill details include Vendor, Date, Bill number, and Item number.


- * Add a vendor to the Bill by selecting Add a Vendor.




- * Click on New Vendor, and enter the vendor details – Name, Email, Number, Tax number, Payment Currency, and others, as desired.


- * Then, Save.


- * Click on Add an Item to add services or products. Enter the item name, description, quantity, and price.


- * The Bill’s total price is automatically calculated.


- * After entering the necessary details, click Save.

You can use the Notes box to add instructions to Bills.

The Advanced option lets you define a Footer, Category and upload Attachments if necessary.

Adding Discounts to Bills

When creating a Bill, you can apply a global discount or limit the discount to specific bill item(s).

Discounts applied to specific items are called Line discounts.

To add line discounts to a bill, you need to enable the feature in the settings:


- * Go to Settings on the Sidebar and select Localization.


- * On the Localization page, scroll down to Other > Discount Location.


- * Select Both Line and Total to have both line and global discounts.


- * Then Save.

Now, to add a Line discount:


- Select New Item while creating a bill*.** Enter details of your product or services – name, description, quantity, and amount.


- * Below the Quantity input box, click on Add discount.


- * Enter the discount in percentage or currency amount.


- * The total discount is automatically calculated on the bill.

**Adding Taxes to Invoices**

- Select New Item while creating a bill*.** Enter details of your product or services – name, description, quantity, and amount.


- * Below the Price input box, click on Add Tax.


- * Click on New Tax from the dropdown options and required details – Name and Rate (in percentage).


- * Then, Save.


- * The added Tax is automatically applied to the total bill amount.

**Changing the Color of a Bill**

While creating a Bill, you can customize the color to match brand colors.


- * On the New Bill Page, scroll down to Advanced.


- * Click Advanced to expand.


- * Click the Color icon to see an extended color palette, or Enter the color code manually.


- * Then, Save.

Updated on: 23/03/2025