There are two ways to create a bill in Weel:
- By emailing the bill into Weel with your bills email address
- By creating the bill from the bills page
To email a bill into Weel with your bills email address
- Ensure you have your Bill downloaded onto your desktop
- Open the Bills page
- Click your bills email address to copy it
- Open your email inbox
- Compose a new email from scratch using the bills email address as the recipient
- Attach the Bill from step 1. and click send
- Weel will automatically create a bill and extract the invoice details for you.
- Double check the extracted information
- Select a Scheduled date. Weel will automatically pay the bill for you on the scheduled date that you selected.
- Select the Budget you need the bill to be paid from
- Assign a Category to the bill
- 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
- Click the Create Bill button
- Upload your invoice via the following options:
- Drag and Drop
- Choose a file
- Or click I don’t have an invoice
- Weel will automatically extract the invoice details for you
- Double check the extracted information
- Select a Scheduled date. Weel will automatically pay the bill for you on the scheduled date that you selected.
- Select the Budget you need the bill to be paid from
- Assign a Category to the bill
- 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.