Trip Confirmation: How to Add Supplier Bills

Step 1. Navigate to the Financials tab on the Lead

Step 2. Click Add Supplier Bill Prompt

Step 3. Fill out all information in prompt

Note: All Bills need to add up to Trip Costs

3.a Status

Choose one of the following to indicate the correct Bill Status:

• Unpaid - Bill has not been paid yet
• Reconciled - Bill has been paid and has been 
• Scheduled - Bill has been scheduled to be paid
• Paid - Bill has been paid for

Admin: To add or edit Bill Status go to Company Profile - Lists - Bill Status, see How to Edit Basic Lists for step by step instructions

3.b Type

Choose one of the following to indicate the correct Bill Type

• Deposit - Partial payment to Supplier as a Deposit 
• Final - Final Payment to the Supplier
• Credit - If Supplier has applied a credit to your account (for example a refund or canceled trip) you would mark the Bill Type as Credit)

Admin: To add or edit Bill Type go to Company Profile - Lists - Bill Type, see How to Edit Basic Lists for step by step instructions

3.c Supplier

Choose the Supplier that is associated with the Bill (should match with the trip cost). If a supplier is not in your system, see How to Create a Supplier to add them to Oasis. 

3.d Partner

This option will only appear if you do not add a Supplier. The Partner option is used if you are working with a Travel Agent rather than a Supplier and need to associate a Bill with the Partner

3.f Payment Method

Choose the appropriate payment method for the Bill from the following:

• Credit Card
• Wire
• Check
• Cash
• PayPal

Admin: To add or edit Payment Methods to Company Profile - Lists - Payment Type, see How to Edit Basic Lists for step by step instructions

3.g Bill Date

Choose the appropriate Bill date for this specific Bill. 

3.h Currency

Choose the currency that a trip cost is quoted in by the supplier.

Admin: To add or edit a currency see Configure: How to Edit/Add Currency for instructions 

3.i Conv. Rate

This is the rate at which the original costs' currency is calculated to USD

3.j Amount ORG 

This is the Nett Amount associated with the Trip Cost that is owed to the supplier in the bill's original currency

3.k Amount USD

Click the lightning bolt to calculate the Total Amount (in USD) once you have filled out the Currency and Orginal Amount

3.l Notes

Internal noted that allow you to write any notes pertaining to the bill