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How Do I Create a New Bill?

  • Updated

You can create bills using Rho's Accounts Payable feature that you can schedule Rho to pay automatically. Additionally, you can associate these bills with specific budgets, labels, and chart of accounts linked to your QuickBooks or NetSuite account.

 

To create a new bill in Rho, click the Bill tab from the Accounts Payable page, and then click the Create New Bill button.

 

The Bill page is divided into two panes:

  • The PDF pane where you can upload and later view the file, typically a bill or invoice, associated with the bill.

  • The Bill Details pane where you enter the information associated with the bill.

Enter the desired information for the bill in the specified and click Save Changes when finished. If the payment and scheduling information is valid, Rho will automatically pay the bill on the specified date from the specified account.

 

When you save the bill, Rho automatically creates an invoice in the Accounts Payable section of your linked accounting platform (for example, Quickbooks or NetSuite).

 

Upload PDF to Rho

To upload a PDF of the bill or invoice to the Bill, do one of the following:

  • Drag a PDF file from your computer to the PDF pane.

  • Click the browse on click link to open a browse window where you can select the file to be uploaded.

To remove the PDF file from the bill, click the Trash icon.

 

Specify Payee Details

Click Payee Details to expand the section if necessary. From the Payee Details section, specify the following:

  1. Click the To Payee dropdown list and select the desired Payee. If the desired Payee is not listed, you can add one. For more information, see Adding Payees.

    1. NOTE: Through AP, you can pay your vendors with Domestic Wires, Domestic ACHs, Domestic checks, and International Wires (in USD), We currently do not support paying vendors internationally in other currencies (outside of USD), or via Rho card.

  2. Click the Payee Account dropdown list and select the desired account.

  3. If desired, click the Payee Email field, and enter the email address associated with the payee.

If you have properly entered information in the Payee Details section, a green checkmark displays in the section name.

 

Specifying Invoice Details

Click Invoice Details to expand the section if necessary. From the Invoice Details section, specify the following:

  1. Click Invoice Amount, and enter the amount of money to be paid to the Payee.

  2. Click Invoice Number, and enter the invoice number associated with the bill.

  3. Click Invoice Due Date and enter the date when the bill is due, or click the calendar icon and select the date from the calendar utility.

  4. Click Payment and enter the date when you want to pay the Invoice Amount to the Payee, or click the calendar icon and select the date from the calendar utility.

  5. Click the Payment Terms dropdown list and select the desired term for the bill:

If you have properly entered information in the Invoice Details section, a green checkmark displays in the section name.

 

When Rho pays the bill on the specified Payment date, Rho creates a bill payment in your linked accounting platform (for example, Quickbooks or NetSuite) on the scheduled payment date.

 

***NOTE: Please make sure the Payment Date is set as a business day (Monday-Friday). Any payment dates set for weekend days (Saturday or Sunday) will not be sent, and be reflected as "overdue" in your Payments Tab****

 

Specifying Payment Instructions

Click Payment Instructions to expand the section if necessary. From the Payment Instructions section, specify the following:

  1. Click the From Account dropdown list and select the desired account. For more information about accounts, see Checking and Treasury Account pages.

  2. Click Memo and enter any information about payment instructions.

  3. Click Payment Reference and enter any reference information associated with payment.

If you have properly entered information in the Payment Instructions section, a green checkmark displays in the section name.

 

Specifying Account Coding Instructions

Click Account Coding to expand the section if necessary. From the Account Coding section, specify the following:

  1. Click the Chart of Accounts dropdown list to assign the bill to the selected account. For more information, see Quickbooks Category Mapping in Rho or NetSuite Mapping.

  2. Click the Vendor dropdown list to assign the bill to the selected vendor.

  3. Click the Budget dropdown list to assign the bill to a specific Rho budget. For more information, see About Rho Budgets.

  4. Click the Label dropdown list to assign the Rho label to the bill..

Watch video on how to create a bill:

 

 

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