Bill detail
View bill details, track payments, manage TDS allocations, and link documents
Bill detail
Use the bill detail page to review a bill's full information, track payment progress, manage credit and debit notes, handle TDS allocations, and attach supporting documents.
Table of contents
- Bill header
- Bill details card
- Vendor details card
- Amount summary
- Foreign currency and exchange rate
- Line items
- Payment history
- TDS information
- Credit and debit notes
- Linked journal entry
- Attached document
- Activity timeline
- Actions
- Related articles
Bill header
The header at the top of the page shows the bill number, vendor name, and current status.
| Element | Description |
|---|---|
| Bill number | The vendor's invoice identifier, displayed as the page heading |
| Status badge | Current status of the bill — Draft, Unpaid, Partially Paid, Paid, or Cancelled |
| Overdue badge | A red badge appears if the bill is past its due date and not yet fully paid or cancelled |
| Vendor name | Shown below the bill number for quick reference |
Bill details card
This card shows the core information about the bill.
| Field | Description |
|---|---|
| Bill Number | The vendor's invoice reference |
| Bill Date | The date the bill was issued |
| Due Date | The payment due date, if one was set |
| Place of Supply | The location used for GST determination, if applicable |
| Expense Account | The account code and name where the expense is categorized |
| Notes | Any notes recorded when the bill was saved |
Vendor details card
This card displays the vendor's information as recorded on the bill.
| Field | Description |
|---|---|
| Vendor Name | The name of the vendor or supplier |
| GSTIN | The vendor's GST Identification Number, if provided |
| Address | The vendor's address, if recorded |
Amount summary
The amount summary card shows the full financial breakdown of the bill in two columns.
Left column — bill amounts
| Line | Description |
|---|---|
| Subtotal | The pre-tax amount in the bill's currency |
| CGST | Central GST amount, shown when applicable |
| SGST | State GST amount, shown when applicable |
| IGST | Integrated GST amount, shown when applicable |
| Total GST | Sum of all GST components |
| Total Amount | The full bill amount in the bill's currency |
| Total (INR) | The equivalent amount in Indian Rupees |
| Credit Notes | Total credit notes issued, shown in red when present |
| Debit Notes | Total debit notes issued, shown in green when present |
| Adjusted Total (INR) | The net bill amount after credit and debit note adjustments |
Right column — payment status
| Line | Description |
|---|---|
| Amount Paid | Total payments recorded in the bill's currency |
| Amount Paid (INR) | Total payments in Indian Rupees |
| Balance Due | Remaining amount to pay in the bill's currency, shown in red if outstanding or green if fully paid |
| Balance Due (INR) | Remaining amount in Indian Rupees |
Foreign currency and exchange rate
When the bill is in a non-INR currency (USD, EUR, GBP, etc.), the amount summary includes additional information:
| Field | Description |
|---|---|
| Exchange Rate | The conversion rate used when the bill was created, displayed as "1 [currency] = INR [rate]" |
| Total (INR) | The bill amount converted to INR at the recorded exchange rate |
All INR equivalents throughout the page use the exchange rate that was set when the bill was saved.
Line items
If the bill includes itemized entries, a table displays each line item.
| Column | Description |
|---|---|
| Description | What the line item is for |
| HSN/SAC | The HSN or SAC code for the item, used for GST classification |
| Qty | Quantity of the item |
| Unit Price | Price per unit in the bill's currency |
| Amount | Total amount for the line item |
This section only appears when the bill has line items.
Payment history
When payments have been recorded against the bill, a table shows each payment.
| Column | Description |
|---|---|
| Date | The date the payment was made |
| Amount | Payment amount in the bill's currency |
| INR Amount | Payment amount in Indian Rupees |
| TDS | TDS deducted on the payment, if any |
| Forex Gain/Loss | Foreign exchange gain (green) or loss (red) compared to the original booked rate |
| Bank Account | The account code and name of the payment account |
| Reference | Payment reference number (NEFT, RTGS, cheque number) |
| Receipt | View or link a receipt document to the payment |
You can link a receipt to any payment by clicking the document icon in the Receipt column and selecting a document from your library.
Users with the bills.delete permission can delete a payment using the trash icon. Deleting a payment also removes the associated journal entry.
TDS information
This section appears when TDS applies to the bill (either a TDS amount or TDS section is set). The BillTDSSection component shows:
- TDS allocations linked to this bill
- The Form 26Q filing status for the quarter in which the bill falls
- Links to the relevant Form 26Q filing, if one exists
The quarter and assessment year are determined automatically from the bill date.
Credit and debit notes
This section lets you manage credit and debit notes issued against the bill. It does not appear for cancelled bills.
You can:
- Issue a draft debit note to finalize it
- Cancel an issued debit note
- Delete a draft debit note
Credit notes increase the amount you owe, while debit notes reduce it. The adjusted totals in the amount summary update automatically when notes are issued or cancelled.
See Bill debit and credit notes for details on creating and managing notes.
Linked journal entry
When a bill has an associated journal entry, this card shows a link to view the related transactions. Click View Journal Entries to navigate to the transactions page filtered by this bill.
Attached document
You can attach a supporting document (invoice PDF, scanned image, etc.) to the bill.
- If a document is linked: The card shows the file name, type, and buttons to view or download the document.
- If no document is linked: The card shows a Link Existing Document button that opens a document picker. Select a file from your document library to attach it.
Activity timeline
The activity timeline at the bottom of the page shows a chronological log of all events related to the bill, including creation, status changes, payments, and document linking.
Actions
The available actions depend on the bill's current status.
| Action | Available when | Description |
|---|---|---|
| Record Payment | Unpaid or Partially Paid | Opens the payment page to record a payment against this bill |
| Cancel Bill | Unpaid or Draft | Cancels the bill and voids the associated transaction. You are prompted to confirm before cancellation. |
Related articles
- Bill payments — Record payments against vendor bills and handle currency conversions
- Bill debit and credit notes — Issue debit or credit notes to adjust bill balances
- Save Expense — Upload a bill, categorize expenses, and create a journal entry
- AI Bill Categorization — Extract bill data using AI and review confidence scores
- Bill-to-Journal Linking — How saved bills connect to journal entries
- TDS payable summary — Review outstanding TDS amounts and deposit status