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Other Actions in Bills

Edit a Bill

If you need to update the details of a bill, the process is simple:

  • Go to Purchases in the left sidebar and select Bills.
  • Locate and select the bill you want to edit.
  • On the detail page ,Click the Edit option at the top of the page.
  • Make the necessary changes to the bill details.
  • Click Save to update the bill.

Keeping your bills accurate ensures reliable financial records and smooth transactions with your vendors.

Tip

Keeping your bills accurate ensures reliable financial records and smooth transactions with your vendors. Regularly reviewing bills can help catch any discrepancies early.

Email the Bill

Need to send a bill to your vendor? Mindx Inventory makes it easy to email bills directly.

  • Go to Purchases on the left sidebar and select Bills.

  • Select the bill you want to email.

  • On the Details page, click Email.

  • Review the email details, make adjustments if needed, and click Send.

Download a Bill as PDF

To maintain a digital copy of your bills, you can easily download them as PDFs:

  • Navigate to Purchases and select Bills.
  • Locate the bill you wish to download.
  • On the detail page ,Click on the PDF/print,Choose to download as PDF.
  • Choose your preferred download location and save the file.

Note

Having your bills saved as PDFs allows for easy sharing and secure storage, making it convenient for future reference.

For physical records or to provide a hard copy of a bill, you can print it directly from MindX Inventory:

  • Go to Purchases on the left sidebar and select Bills.
  • Select the bill you wish to print.
  • On the detail page ,Click on the PDF/print,Click on the Print option.
  • Review the Preview and click Print to finalize. Printing bills helps keep your documentation organized and provides a tangible reference for your financial transactions.

Delete a Bill

If you find a bill is no longer necessary, you can remove it easily:

  • Navigate to Purchases and select Bills.
  • Locate the bill you want to delete.
  • Select the checkbox next to the bill you want to mark for deletion.
  • Click the Delete button at the top of the page.

Warning

Always ensure that you have accurate records before deleting a bill. Once a bill is deleted, all associated data will be permanently lost and cannot be recovered.

Removing unnecessary bills keeps your records tidy and enhances your overall management efficiency.

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