How to Create a Bill in MeasureSquare CRM?

How to Create a Bill in MeasureSquare CRM

This article will guide you through how to create a Bill in MeasureSquare CRM version 1.41 and newer.

Steps to Create a Bill:

Step 1: Navigate to the Projects section in the MeasureSquare CRM interface. When you are in a project on the right-hand side, locate the Bills section and click the + Add [1] button to initiate the creation of a new bill.

Step 2: Fill out the Bill Information form. Select the Vendor/Sub, enter the Reference #, Bill #, and set the Bill Date and Due Date. Ensure the Owner field is correctly filled, and add any necessary Notes. 

Step 3: Add line items to the bill by clicking + Add Line Item or you can use an exist Purchase Order/Work Order with the Import from Purchase Order/Import from Work Order options. Enter the Quantity, Unit, Unit Price, and any applicable Tax. The system will automatically calculate the Amount and display the Subtotal, Tax, and Total at the bottom of the form. Once all details are entered, click the Save button to finalize the bill.

If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 ext.3 or email **support@measuresquare.com**.

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