Managing Bills
Bills are invoices you receive from your vendors. The Bills page helps you track what you owe, match bills to purchase orders, and keep your payables organized. You can upload bill documents (like PDFs) and Peasy will help extract the details.
<!-- Screenshot: Bills page showing a table of bills with vendor, status, amount, and date columns -->How to Get There
Go to Buy > Bills in the sidebar.
Adding a Bill
There are a few ways to add bills:
Upload a Document
- Click the + New button.
- Upload a PDF or image of the bill.
- Peasy processes the document and extracts vendor name, amounts, line items, and dates.
- Review the extracted data and make any corrections.
Create Manually
- Click + New and enter the details by hand.
- Fill in the vendor, amount, date, and line items.
Bill Statuses
| Status | What it means |
|---|---|
| New | Just uploaded or created — hasn't been reviewed yet |
| Draft | Being worked on but not finalized |
| Open | Reviewed and confirmed — payment is due |
| Paid | Bill has been paid |
The New badge in the sidebar tells you how many bills haven't been reviewed yet.
Filtering Bills
- Status filter — Show only new, draft, open, or paid bills
- Vendor filter — See bills from a specific vendor
- Date range — Filter by bill date
- Quick filter — Click "New" to see only unreviewed bills, or "All" to see everything
Reviewing and Editing Bills
Click on a bill to open the detail view. From there you can:
- Review and correct extracted data
- Match line items to your buy items
- Link the bill to a purchase order
- Update the status
- Add notes
Fields are editable inline — changes save automatically.
Common Questions
What's the difference between a bill and an invoice? In Peasy, a bill is what you owe a vendor — it's their invoice to you. An invoice is what a customer owes you. Both represent money owed, but bills track your payables and invoices track your receivables.
Can I match a bill to a purchase order? Yes. When creating or editing a bill, you can link it to an existing PO. This helps you verify that you're being billed for what you actually ordered and received.
Can I make a partial payment on a bill? Yes. You can record a payment for less than the bill total. The bill status updates to reflect the remaining balance, and you can make additional payments later until it's fully paid.
What happens when I upload a vendor invoice PDF? Peasy uses AI to extract the vendor name, line items, quantities, and amounts from the PDF automatically. Review the extracted data, make any corrections, and save. This is much faster than entering everything manually.
Good to Know
- Red badge on Bills means you have new, unreviewed bills. Clear the badge by reviewing and changing their status.
- Uploaded documents are processed automatically — Peasy uses AI to read vendor names, amounts, and line items from the PDF.
- Bills can be linked to purchase orders so you can track the full cycle from ordering to payment.
- You can upload bills from the Inbox too — any documents that arrive via email can be processed into bills.
Related
- Creating Purchase Orders — The orders your bills relate to
- Buying Overview — How the Buy section works
- Using the Inbox — Processing incoming documents