The list of bills

To open the list of bills in Scoro, navigate to the Purchases module and open the Bills tab.

This article will show you how to customize your bill list view using filters and view options, as well as manage and export bills straight from the list view.

1. Customizing the list of bills

By default, the bill list shows all bills, but you can:

• Filter the list based on the users (who created the bills), date issued, payment status (paid or unpaid), projects, suppliers, due date, payment method, and more.
  
• Customize the data columns shown in the list view.
• Sort the bills by your preferred data column.

For more information on how filters and data columns work in Scoro, see our Using filters, view options, and sorting data article.

2. Managing purchase orders from the list view

You can make certain changes and take various actions right from the bill list view without needing to open the bill detailed view.

2.1. Viewing and modifying a bill

To see a short overview of the contents of the bill, hover over the bill name. The hovercard shows the supplier’s contact information and items on the bill.

To view a bill, click on its name. This opens the bill detailed view.

To modify a bill, click on the icon next to its name.

2.2. Changing bill status

You can change the payment status for bills right from the bills list.

To change the payment status of a single bill:

1. Click on the status indicator under the Status column.
2. Select the date of the payment. The status indicator will turn green and show the payment date.

To set a payment date for multiple purchase orders at once:

1. Tick the checkboxes for the bills that need to be marked with that payment date. An additional bar with bulk options will appear.
2. Select the payment date from the Date selection field and click Mark as paid.

Here's what each bill status color means:

• Red – the bill is unpaid
• Green – the bill has been marked as paid 
• Yellow – the bill has been paid partially
• Grey – the due date of the bill is in the future

2.3. Add a partial payment

To add a partial payment for a bill, open the bill, click the Add payment button, and fill in the payment details.

You can cancel the payment, if needed, by clicking on the paid status (green) in the list, or by clicking the trash can icon in the bill view.

2.4. Exporting bills from the bill list

To export bills in a CSV or XLS file format from the bills list:

1. Filter the list view to show the bills you want to export.
2. Select the checkboxes next to the bills you want to include in the export file. To select all bills in the filtered view, enable the checkbox at the very top. Once selected, the bulk action bar will appear.
3. Click the Export button, select your preferred file format, the language for the purchase orders (if needed), and click Export.