📋 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.
After reviewing all information, click Save to create the bill.
You're ready to go! Continue exploring Buildern to discover more tools that can help simplify your construction management.
Happy building!