Help · Purchases
Bills in SwiftlyBooks
The bills suppliers send you, each in its own currency and at their prices. Each gets its number when it is approved.
Enter a bill
- Press New bill.
- Choose the Supplier and type Their invoice number.
- Add each line at the supplier's price, with the account it goes to.
- Press Save draft to finish later, or Approve. It gets its number, such as BILL-HO-000001, and goes into the books.
Claim its VATIn Zimbabwe
- Under Supplier's fiscal invoice, press Add its details.
- Type the Device ID, Invoice number and Verification code beside its QR code, and press Save.
- Input VAT is claimed only on a fiscal invoice valid on ZIMRA's FDMS.
Claim its VATIn Zambia
- Approving it names the supplier's Smart Invoice from ZRA's list, where only one has its total.
- Otherwise, under Supplier's Smart Invoice, press This one beside the right one. The list needs the supplier's TPIN on file.
Pay it
- Press Pay it, choose the wallet it was Paid from, and press Pay it again.
- With withholding tax on, what is withheld shows before you pay.
- Payments made pays several bills at once.
Good to know
- An approved bill isn't edited: press Credit note on it, or Void while nothing is paid on it.
- The books value a bill at the official rate on its date, and its payment books any exchange gain or loss.
- Press Add a photo or file to keep their bill with it. On a phone, Snap a bill on the dashboard starts one from a photo.
Related
The same help is in the app: press the ? at the top of any page.