Create Bills and Supplier Returns in Evolv WMS

Create Bills and Supplier Returns in Evolv WMS

Key Behaviors

Bills (Supplier Invoices)

  • As soon as a Bill is created in Evolv, it is pushed to Xero.

  • Bills post with the Evolv Bill Reference Number, and any External References are appended.

  • Editing a Bill in Evolv pushes the changes to Xero.

  • Voiding a Bill in Evolv voids it in Xero.

  • VAT options are supported, including No VAT when posting Bills.

  • Purchase Orders do not sync.

  • If a supplier has been archived in Xero, Evolv will warn that the supplier is archived when posting the Bill.

Credit Notes

  • Credit Notes created in Evolv are posted to Xero.

  • Credit Notes cannot be edited after creation.

  • Voiding a Credit Note in Evolv voids it in Xero.

Contacts

  • Customers and suppliers referenced in invoices or bills are automatically created or updated in Xero Contacts.

  • If a customer/supplier is archived in Xero, Evolv will warn about the archive state during posting.

Parts / Inventory

  • Any parts used in invoices or bills in Evolv are pushed into Xero’s Products and Services.

  • This allows Xero to track part movement and usage.

Payments

  • Payments are not pushed from Evolv to Xero.

  • Payments applied directly in Xero remain in Xero only.

  • If an invoice with a Xero-side payment is later updated in Evolv, the sync will fail and display the error returned by Xero.

Error Handling

  • If a sync fails, a red error bar is displayed in Evolv.

  • Failed transactions appear under Accounting Events, where they can be re-synced once the issue is corrected.

Creation Date: Sep 10, 2025
Created By: Aidan Quin

1. Click on Bills

Click on Bills

2. Click on Create New

Click on Create New

3. Click on Create Bill

Click on Create Bill

4. Search a Supplier

Search a Supplier

5. Select the supplier

Select the supplier

6. Select a Due date

Select a Due date

7. Click on Add Reference to add an External reference

Bills are created with the Evolv Bill auto generated Reference Number, and any External References are appended.

Click on Add Reference to add an External reference

8. Populate the External reference

Populate the External reference

9. Click on Add item

Click on Add item

10. Populate the Part codes , Descriptions ,Quantitys and Prices

Populate the Part codes , Descriptions ,Quantitys and Prices

11. Select a VAT Capture mode

Select a VAT Capture mode

12. Click on Generate Bill

Click on Generate Bill

13. Click on Yes

Click on Yes

14. View the auto generated Bill number

View the auto generated Bill number

15. Click on Accounting Events…

16. View that the Bill was synced successfully

View that the Bill was synced successfully
✅ Editting a Bill

17. Click on Edit Bill

Click on Edit Bill

18. Click on Add item

You can remove , add and change the items

Click on Add item

19. Populate the changes

Populate the changes

20. Click on Generate Bill

Click on Generate Bill

21. Click on Yes

Click on Yes
✅ Supplier Return

22. Click on Other Actions

Click on Other Actions

23. Click on Return Goods

Click on Return Goods

24. Select a return date

Select a return date

25. Delete any items you do not want to return

Delete any items you do not want to return

26. Click on Yes

Click on Yes

27. Click on Submit

Click on Submit

28. Click on Yes, I'm sure

Click on Yes, I'm sure
ℹ️ Voiding a Supplier return

29. Click on Goods Returned

Click on Goods Returned

30. Click on Void

Click on Void

31. Click on Yes

Click on Yes

32. Click on Accounting Events

Click on Accounting Events

33. Check Show all accounting events and view them

Check Show all accounting events and view them
✅ Other Actions

34. Click on Return Goods

Click on Return Goods

35. Click on Void Bill

Click on Void Bill

36. Click on Yes Im Sure

Click on Yes Im Sure


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