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

  1. Press New bill.
  2. Choose the Supplier and type Their invoice number.
  3. Add each line at the supplier's price, with the account it goes to.
  4. 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

  1. Under Supplier's fiscal invoice, press Add its details.
  2. Type the Device ID, Invoice number and Verification code beside its QR code, and press Save.
  3. Input VAT is claimed only on a fiscal invoice valid on ZIMRA's FDMS.

Claim its VATIn Zambia

  1. Approving it names the supplier's Smart Invoice from ZRA's list, where only one has its total.
  2. Otherwise, under Supplier's Smart Invoice, press This one beside the right one. The list needs the supplier's TPIN on file.

Pay it

  1. Press Pay it, choose the wallet it was Paid from, and press Pay it again.
  2. With withholding tax on, what is withheld shows before you pay.
  3. 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.