Manage Bills
The bills you record for your suppliers in MindX Inventory can be filtered, sorted, and organized in various ways to enhance efficiency and control.
Status of a Bill
A bill in MindX Inventory can have any of the following statuses:
| Status | Description |
|---|---|
| Draft | The bill is created but not yet finalized. |
| Open | The bill is active and ready for processing. |
| Overdue | The payment due date for the bill has passed. |
| Unpaid | No payments have been recorded for the bill. |
| Paid | The bill is fully paid. |
Insight
Regularly monitoring the status of bills helps ensure timely payments and effective cash flow management.
Filter Bills
Easily filter your bills based on their status or other criteria.
- Navigate to Purchases > Bills.
- Click the Filter option at the top of the page.
- Choose the specific criteria, such as status, date range, or supplier, to filter the bills. Filtering bills allows you to quickly access relevant records and streamline your workflow.
Refresh List
Keep your bill list updated to ensure you have the latest information. Here’s how you can refresh the list:
- Navigate to Purchases > Bills.
- Open the three-dot menu in the top right corner of the page.
- Click Refresh List. Refreshing your bill list ensures you are always viewing the most current data for effective management.
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