How to create a bill

There are two ways to create a bill in Weel:

1. By emailing the bill into Weel with your bills email address
2. By creating the bill from the bills page

To email a bill into Weel with your bills email address

1. Ensure you have your Bill downloaded onto your desktop
2. Open the Bills page
3. Click your bills email address to copy it
4. Open your email inbox
5. Compose a new email from scratch using the bills email address as the recipient
6. Attach the Bill from step 1. and click send
7. Weel will automatically create a bill and extract the invoice details for you.
8. Double check the extracted information
9. Select a Scheduled date. Weel will automatically pay the bill for you on the scheduled date that you selected.
10. Select the Budget you need the bill to be paid from
11. Assign a Category to the bill
12. Click Save 

You can also share your bills email address with your suppliers to receive your invoices directly into Weel.

To create a bill from the bills page

1. Click the Create Bill button 
2. Upload your invoice via the following options: 
   • Drag and Drop 
   • Choose a file 
   • Or click I don’t have an invoice
3. Weel will automatically extract the invoice details for you
4. Double check the extracted information
5. Select a Scheduled date. Weel will automatically pay the bill for you on the scheduled date that you selected.
6. Select the Budget you need the bill to be paid from
7. Assign a Category to the bill
8. Click Save 

Please note, if you are an Admin and create a bill it will be automatically approved for payment. If you are a Team member your bill will need to be approved by the approver of the selected budget before it can be paid.