---
title: "Create non-purchase order bills"
slug: "create-non-purchase-order-bills"
updated: 2026-04-03T18:45:16Z
published: 2026-04-03T18:45:16Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create non-purchase order bills

### Overview

Create a non-purchase order (PO) bill to manage costs incurred outside the purchasing workflow such as insurance, permits, rent, utilities, gas, marketing, credit card fees, taxes, and other non-job related costs.

[Create non-purchase order bills Video](https://fast.wistia.net/embed/iframe/msvor9yftt?web_component=true&seo=true&videoFoam=false)

## 

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- The *Purchasing Module* is required to use this feature.
- Permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- If you haven’t already enabled *Payables*, see [Set up Accounts Payable](/v1/docs/set-up-accounts-payable).
- If a purchase order is related to a project, the purchase order’s business unit must match one of the project’s assigned business units, if it has any.

## Create a non-PO bill

1. Go to the navigation bar and click **Accounting**.
2. In the side panel, click **Bills**.

> [!TIP]
> **Tip:** Filter bills by selecting **PO Bill**or **AP Bill** from the Bill Type dropdown. For PO bills a receipt and PO is created during the [purchasing workflow](/v1/docs/purchase-orders). An AP bill does not have a receipt or PO.

*![Dropdown menu displaying options for selecting bill types, highlighting 'PO Bill'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-ja06p4b4.png)*
3. On the *Bills*screen that opens, click **Create Bill**. ![User interface showing options to create a bill, download, and reconcile transactions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-lefgciiu.png)

> [!TIP]
> **Tip:** You can use the **Tab** or **Enter**key to move to the next field.

*![Form for creating a bill with vendor and transaction information fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-au00hdp6.png)*
4. On the *Create Bill* screen opens, enter information in the fields:
  1. **Remittance Vendor:**Select from the dropdown.
  2. **Job Number (optional):**Select from the dropdown if you want to associate this bill with a job.****Tip:***You can search jobs by customer name and click locations to find the appropriate job number.*
  3. **Vendor Document Number:**Vendor document or reference number.
  4. **Term:**Select from the dropdown.
  5. **Date Billed:**Use today’s date or enter another date
  6. **Business Unit:**Select from the dropdown.

> [!NOTE]
> **Note:** The business unit selected is used for expenses and items for this bill to help save time entering business units for each line. You can change the business unit as needed for an expense or item.
  7. **Project Label:**Select the from the dropdown
  8. **Memo (optional)**
5. In the lower section of the *Create Bill* screen, click **Expenses**(if it’s not already selected) and enter expense information:
  1. **Account:**Select an account from the dropdown.

> [!NOTE]
> **Note:** To view account numbers associated with active general ledger accounts, go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**> **Operations** > **General Ledger Accounts**.
  2. **Business Unit:**Update the business unit if needed.
  3. **Job Number:**Select from the dropdown.
  4. **Memo (optional)**
  5. **Amount:**Enter a dollar amount. ![Expense report showing account details, amounts, and subtotals for review.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-5keoksxl.png)
6. To add another expense, click**Add ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-circle.png)** at the end of a row and repeat the previous step to enter details about the expense.

> [!NOTE]
> **Note:** To delete expenses or items, click **Trash ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-circle.png)**.
7. Click **Items**and enter details about an item.

> [!NOTE]
> **Note:** Items added to bills do not impact inventory.
  1. **Item:**Select from the dropdown.

> [!NOTE]
> **Note:** Only non-inventory items appear in the dropdown. To add an inventory item to a bill, see Purchasing module.Tip: You can search for an item by entering all or part of an item name in the dropdown.
  2. **Qty Billed:**Quantity.
  3. **Unit cost:**Cost per unit. ![Invoice showing details for a shower stall drain including quantity and total cost.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-ax03n4nq.png)
8. To add another item, click**Add ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-circle.png)** at the end of a row and repeat the previous step to enter details about the item.
9. When you are done entering expenses and items, enter the **Tax Rate** as a percent or dollar value. ![Invoice summary showing sub-total, tax rate, and total amount due.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-tywa4icz.png) The *Total*is calculated. All expenses and items are taxed.
10. To add charges or discounts to the bill, click**Add ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-circle.png)**and select from the dropdown. ![Invoice summary showing unit cost, tax rate, and total amount due.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-yzxrwb1m.png) Taxes are applied or not applied to discounts or charges based on the selection you make.

> [!NOTE]
> **Note:** Shipping costs are not taxed.
11. When finished, click **Save.**

The non-PO bill appears in the Unreconciled tab of the Bill screen.

> [!NOTE]
> **Note:** NA appears in the Vendor and P.O. No. columns for non-PO bills because the bill is generated outside of the purchasing workflow.

**![Table displaying vendor information, including name, bill number, and date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-purchase-order-bills-image-b2svfvbq.png)**

> [!TIP]
> **Tip:** *To add comments to a bill, click****Comment ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mode-comment.png)****and enter a comment*.

## Want to learn more?

- See [Set up Accounts Payable](/v1/docs/set-up-accounts-payable)