---
title: "Create A Bill"
description: ""
url: https://help.juan.ac/en/articles/9104247-create-a-bill
collection: "Create Bills"
updated: 2026-10-26
language: en
---

# Create A Bill



## Q1. How can I add more fields to the bill template?

-   Use custom fields. While creating or editing a bill, open Custom Fields by clicking the “F” icon in the sidebar, or press F on your keyboard while in edit mode.
    
-   If you don’t see the option, you don’t have any custom fields set up yet. See [Custom Fields](https://help.juan.ac/en/articles/9066650-custom-fields.md).
    

![](https://staticfiles.gleap.io/ghelparticle/3bmlwu4edBo5VfPmfUGlekoCpSUB8cltSVDpKTZ6pt4HXXVoTBpeOyNMVCRmRGng8D8sCFYgwrC.png)

## Q2. How can I edit the supplier address for a bill?

-   You cannot edit a supplier's address through the bill creation workflow.
    
-   If you need to edit a supplier's address, please update their contact information directly.
    
-   Refer to [Contacts](https://help.juan.ac/en/articles/8938009-contacts.md) for more help and information.
    

## Q3. Where can I download a bill?

-   You can download a voucher from the bill details.
    
-   Refer to [Bill Downloads](https://help.juan.ac/en/articles/9104237-bill-downloads.md) for more information.
    

## Q4. Can I duplicate a bill?

-   Yes, you can duplicate a bill.
    
-   Upon duplication, a **New bill** creation screen will show, with the bill fields automatically filled in following the selected bill.
    

![](https://staticfiles.gleap.io/gattachments/TuEh4XHI5pMp8Dr2Uuqmvmsvu6TTyanA9PCdJDzuaRpCvMn0FpOgJEexyDv3sjnohDsszJ7GsxE.png)

## Q5. What are the fields being duplicated when I duplicate a bill?

-   All the data on the selected bill will be duplicated.
    

## Q6. How do I add discounts?

-   To add a discount, ensure that **Discounts** are enabled under **Item Attributes** in the **bill Settings.**
    
-   You will then be able to add a discount at a line item level.
    
-   When discounts are applied, the Subtotal amount becomes clickable to view the breakdown of the applied discounts.
    

![](https://staticfiles.gleap.io/gattachments/bwAYjda3nNQB1Dxj6lMHcNCcwd4GgCmvF3YlwAV9rx0zyq1Hfo12zdwOwOPnj9JbxNUgc8VKkvw.png)

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## Q7. How do I add taxes?

-   To add taxes for a bill, ensure that you have selected a **GST/VAT setting** under default **GST/VAT**, either **GST/VAT Included in Price** or **GST/VAT Excluded in Price**.
    
-   Afterwards, you will be able to select a tax profile at a line item level.
    
-   These taxes will also show up in the bill total summary.
    

![](https://staticfiles.gleap.io/gattachments/dSK6kcAoGHVHQbNFjTmyUhYeN8PaixrP1ySm2zfyjZeK1VxGlbuPxbPFCETZdAz0rIn93UkZ4RB.png)

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## Q8. How do I choose a currency for a bill?

-   Click on the **currency label** within the invoice. You will be brought to the currency settings.
    
-   Select the currency that you would like the invoice to have.
    

![](https://staticfiles.gleap.io/gattachments/5YnADaMI6b7OSgGnHdFO3MKdRj5nYUWizMEHxqmouriBYzgxvnPGPmd5SsFSiduGQxZ7nD0ZXWC.png)

![](https://staticfiles.gleap.io/gattachments/jAvJenRRVZJmikvACX0cVcBWYwfxErkO206skJ0IOmWTBWWlO6swBPsdtqSMD4qhffVAVknVHpW.png)

## Q9. Can the currency be automatically determined, or do I need to select it manually?

-   Yes. There are a few ways where the currency can be automatically determined:
    
    1.  Via the contact's default currency setting.
        
        a. If you have selected a contact for the bill, the currency will be automatically set to the contact's default currency.
        
    2.  Your bill default settings
        
        a. Under **Default Settings > Accounting,** you can also set a default bill currency there.
        
    3.  Your organization's base currency
        
        a. If both are not available, the organization's base currency will be used.
        
-   If you would like to choose a currency outside of these options, you can select it from the list of currencies already added to your organization. If not, you can also **add a currency**.
    

![](https://staticfiles.gleap.io/gattachments/3Rr3WpE4kQh2VwHbJmuDehDRZksuCoPBRSuADYEtqyoOFXqReRitOjliIng2Kjl260y4I12FOy2.png)

## Q10. What is the difference between the bill setting, bill default setting, and supplier-selected currency options?

-   **Bill setting**: Settings that will only be applied to a single bill (the one being created or looked at)
    
-   **Bill default setting**: Settings that will automatically be applied by default at the start of the bill creation process for all bills
    
-   **Supplied-selected currency options**: The currency that you have associated the supplier contact with, typically the currency that you transact in with this supplier.
    

## Q11. How does selecting a currency affect my business transactions?

-   Selecting a non-base currency may lead to foreign-exchange gains & losses due to differences in exchange rates when the transaction was created and when payment was made.
    

## Q12. Can I use different currencies for different bills?

-   Yes, currencies can be set at a bill level.
    

## Q13. Will the selected currency on a bill affect how payments are processed?

-   For payments made in base currency for a bill in a non-base currency, there may be foreign-exchange gains & losses incurred. See [When does realized FX gain-loss (RGL) happen, and how is it calculated](https://help.juan.ac/en/articles/9104257-record-bill-payments.md)[?](https://help.juan.ac/en/articles/9104257-record-bill-payments.md) for more information.
    

## Q14. Can I change the currency for a bill after it has been created?

-   Yes, you can change the currency for a bill after it has been created by editing the **bill Settings**.
    

## Q15. Are there any additional fees or considerations associated with using different currencies in my bills?

-   No, Juan does not charge a fee for making use of different currencies in your bills.
    
-   However, do be mindful of any potential foreign exchange differences, as mentioned: in **Q13. Will the selected currency on a bill affect how payments are processed?**
    

## Q16. How are currency conversions & exchange rates handled for a bill?

-   When choosing a currency under **Bill Settings,**
    
    -   If an organization's custom exchange rate has been set for the currency & time range which the bill was created, Juan will make use of this exchange rate.
        
    -   You can also set an exchange rate on a transaction level by clicking on the **pencil icon** to edit the exchange rates.
        
    -   If not, Juan will use a third-party service to determine a mid-market exchange rate, and use that instead.
        

![](https://staticfiles.gleap.io/gattachments/ptNJCbcJOurv5o0XKASHw4JNPunDNq7F2U3EI7NIozdarVG8RFSL6L5mhysDUsILhEwU8IVQnOu.png)

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## Q17. I just created an active bill, but I don't see it in my Accounts Payable. What happened?

-   If a payment has been recorded as paid for the bill on the same date as the bill date (i.e. payment date = bill date), the transaction will be recorded on the ledger as a cash transaction.
    
-   The transaction will be recorded as a **debit** from the **Cash on Hand** account, and a **credit** into the account used on the bill.
    

## **Q18. Is there a way to apply different tax rates to different line items in the same bill?**

-   Yes, each line item can have a different tax profile.
    
-   To apply the same tax profile to all line items in a bill, use the [Bill Settings](https://help.juan.ac/en/articles/9104248-bill-settings.md).
    
-   To apply the same tax profile across all bills, set the tax profile at the [transaction](https://help.juan.ac/en/articles/9104228-transaction-settings-bill.md) level.