To view incoming invoices and requests for payment, from the home Zoho Books home page, click on the "Documents" icon as shown below:

When vendors submit bills for payment, they will usually appear as a document in the "All Documents" area as shown below:

When invoice is submitted for payment, Zoho automatically processes the PDF file to extract as much information as possible. We can see that, (1) this invoice has been processed and any text has been extracted from it is much as possible; (2) we can see that this particular document has been uploaded from the portal, and; (3) we can see that this invoice has already been associated with a particular vendors account. If we click on the filename, in this case "Microphone Services Invoice June 21, 2022.pdf," we can see more information. In most cases, if the extracted information looks correct, you will be clicking on the "Convert to bill" button as shown below.

Once you've made the choice to create a bill from this invoice, you'll be taken to a new window that looks like the one below. Note that (1) the Vendor Name is required, and is necessary to associate this bill with the vendor, and; (2) you will need to input a Bill#. Sometimes there will be no invoice number on an invoice. In this case, simply use the current date. Note that (3), the Bill Date, should be extracted from the invoice. Check the .pdf at the left of the screen to make sure everything looks right and matches up, and then click "Save and Submit" at the bottom of the screen.

Once you click on "Save and Submit" you will be brought back to the "All Documents" view. If we click on the vendor as shown by the arrow below...

We are taken to the "Vendors" area, to this particular vendor record. If we click on the "Transactions" tab as shown below we see that this bill now shows up in the transactions tab as "Pending Approval."

If we click on the bill above we can see that this bill has been submitted for approval as shown below:

Once a bill has been marked as approved, it can be paid. You can record the payment by clicking on the "Record payment" button below, as shown.

Record payment by filling out the information below and clicking save.