Bills in - List Page

RAVE’s financial management system is designed to help you manage all the financial aspects of your projects, including budgeting, bills, and invoices, with ease.  

You can access your Project’s financial workflows from either the Financial button or the Project button's Project list, clicking on the project’s reference number, and finally selecting the Budget sub-tab, then Bills.

To learn how to create a Bill by converting a Purchase order or orders to a Bill, click here.

To learn how to create a Bill or Credit Note manually, click here.

To Learn how to create a Bill (s) from a CSV file, click here. 

This page displays all Bills and Credit Notes for the project you have selected.

You can use the Search box to search for the Bill or Credit Note Reference.

Filters along the top allow filtering by Category, Sub Category, Contacts, Bill Date, Status and if connected to Xero, the Xero Status. 

Beside each document is the pencil edit icon allowing you to edit the document. 

The three-dot ellipse beside each document allows you to:

If Approved and Connected to Xero:

View in Xero if already sent

Send to Xero if not already sent

Create  a credit Note

Create an Invoice

Duplicate

Void  

Approved and Not Connected to Xero Payment Syncing
Add a payment

View/Remove Payments 
Create  a credit Note

Create an Invoice

Duplicate

Void

Bulk Action Items

• When bulk/Multi-selecting Bills in Draft status, you can Approve, Approve and Send to Xero or Delete from the bulk action bar. 
• When bulk/Multi-selecting Bills in Approved Status with No payments, you can Send to Xero if not already sent, convert to Client Invoice, or Void. If not connected to Xero Payment Syncing, you can add a payment.
• When bulk/Multi-selecting Bills in Approved Status with payments, you can send to Xero if not already sent or convert to a Client Invoice. If not connected to Xero Payment Syncing, you can add/remove payments. 
• When bulk/Multi-select any documents in any status, you can update the Account Code, Category and Subcategory or Markup