📋 Requirements
Before you begin, make sure:
You have access to Buildern.
You have permission to create Bills.
A Purchase Order has already been created.
Create a Bill from a Purchase Order
To create a Bill from a Purchase Order:
Navigate to the relevant Project or go to All Items → POs & Subcontracts.
Locate the Purchase Order you want to bill against.
Click the three-dot menu (⋮) at the end of the Purchase Order row.
Select Create → Bill. The Bill Edit page will open.
Review and Complete the Bill
When creating a Bill from a Purchase Order, Buildern automatically fills in several fields, including:
Bill Name
Bill ID
Related Purchase Order
You can Complete or update any additional bill information. The cost lines from the Purchase Order are automatically copied to the bill.
ℹ️ Note - The item name from the Purchase Order is transferred to the bill as the Description.
For each cost line, you can use the Type field to associate the bill item with:
an Estimate Item
an Allowance
a Change Order item
If Taxes are enabled for your account, choose how taxes should be applied to the bill by selecting one of the following options in the upper-right corner of the Cost Lines section:
Tax Inclusive
Tax Exclusive
No Tax
If the bill has already been paid, you can record the payment before saving the bill.
Once you've finished entering all the bill details, you can either click Save or select the arrow next to the Save button to access additional save options.
The available options are:
Save and Add Another – Saves the current bill in Draft status and immediately opens a new bill creation page, allowing you to continue entering additional bills.
Submit for Approval – Submits the bill for internal approval and changes its status to Awaiting Approval, making it ready for the approval workflow.
Save and Approve – Saves the bill and immediately changes its status to Approved.
Approve and Next – Approves the current bill and automatically opens the next bill in the list for review.
💡 Tip: If you’d like to quickly review and approve multiple draft bills, navigate to the Bills page and filter the list by Draft and Awaiting Approval status. Then, open the first bill and click Approve and Next. Buildern will automatically open the next draft/awaiting approval bill, allowing you to approve your bills one by one without returning to the bills list each time. This provides a fast and efficient way to work through all of your draft bills.
👉 Learn more about PO, Subcontract and Bill approval workflow
You're ready to go! Continue exploring Buildern to discover more tools that can help simplify your construction management.
Happy building!