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Bills

A Bill is the billing document raised against a client. It is its own area in the main menu, and it moves through the stages configured for its workflow like the other documents in Skills Workflow.

Availability​

Opening Bills needs the BillNavigate permission; viewing a bill needs BillRead, creating one needs BillCreate, and editing one needs BillWrite.

Working with a bill​

A bill's own fields are its Name, Date, Management Date, Due and Stage.

A bill also has Info, Files and Feed sections, and can carry workspaces, like other documents in Skills Workflow.