HOW TO CREATE A BILL

Bills are the bills that you or your company pays. PayTracker allows you to manage and keep track of these bills. To add a new bill to your account; click on the “Your Bills” button on the navigation bar.

You should now be looking at the bill index page. This page displays a table of all your bills and their information. For example, the service you’re paying for and financial information. To proceed to the page where you’ll add a new bill, click the “NEW BILL” button.

Separated into two sections, the form on this page is simple to through. The first step is to choose a service that you wish to create a bill for. Start by choosing the provider of the service, for instance: “Lucid Technology Solutions”. Then choose the category or type of the service, which could be “Software” or “SaaS”. You should then find the service, select this. A box will appear displaying information on the service.

TIP!

To create new providers, types & services you don’t need to go to the Settings page! If you see this plus symbol on any forms it means you can easily add that data without exiting the form.
 
Click the plus button and anther form will open, fill out the details requested and submit. The main form should update on the immediately, allowing you to add data on the fly!
Complete the second part of the form, which records the financial information of the bill. Once completed click the “SUBMIT” button. You’ve now added a bill to your account!
 
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