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Bills

How to Duplicate a Bill

To duplicate a Bill: Head over to the Pay tab. Locate the Bills & Invoices subtab. You can visualize all Bills either using List view or Kanban view , by clicking on their respective buttons on the t…

Updated by Jean Acosta

How do I include credit memos or negative values to a Bill?

You can add negative line items to a Bill using the Split button found in the Categories section of the Bill Editor. You will find this option when Creating a new Bill, or when Editing an existing on…

Updated by Jean Acosta

How do I edit a Bill?

To edit a Bill/Invoice: Head over to the Pay tab / Bills and Invoices subtab. You can view the Bills by either using a List view or Kanban view , by clicking on their icons on the right side of the s…

Updated by Jean Acosta

How to use OCR to extract items and data from a quote?

OCR (Optical Character Recognition) is a technology that converts images or documents into text. It essentially enables the recognition and extraction of text fields from images or documents. Control…

Updated by Jean Acosta

How to use OCR to extract data from an Invoice or Bill?

ControlHub can automatically extract the data from bills and invoices by using OCR technology. To upload bills and invoices: Go to the Pay tab. Head over to Bills and Invoices subtab.. Click on +Add…

Updated by Jean Acosta

What’s the difference between “Invoices” and “Bills”?

For Accounts Payable (AP) matters, Bills and Invoices refer to the same object and the terms are generally used interchangeably. Their name stems from who is issuing it or receiving it: Vendors issue…

Updated by Jean Acosta

Can I send an Invoice/Bill for approval?

Yes, you can generate Bills and Invoices in ControlHub, and then send them out for approval. To do this, head over to the Pay tab / Bills & Invoices subtab. Click on the Add Bill button to upload an…

Updated by Jean Acosta

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