User Manual Accounting
- Dashboard
- Customers
- Providers
- Scheduling
- Accounting
- Post Operations
- Organization
Manage Vendor Payments
How to manage Payables for vendor payments?
Step 1
Click on Payables.
Step 2
View outstanding payments owed to vendors which are past due.
Similarly , by including the Invoice ID or Booking ID/Service ID , the user can search for invoice information
Step 3
Click on a specific vendor invoice.
Step 4
Review service details.
Step 5
Click Go to Post-Service
Step 6
In case, Payment is disputed, Click on Start Dispute
- Click on Category type and choose either Refund Request or Invoice complaint
- Fill in the Request Amount in (in $)
- Document the Reason for Dispute
- Include any Notes from Operators if required
- Click on Raise Dispute
Step 7
Click on View to see Payables history
Step 8
Click on Filter Invoice to get information on invoices which are past due
- Enter selected Organization
- Enter the name of Billing contact
- Filter by customer
- Enter data range in the format dd/mm/yyyy
- Choose type of invoice - Single or Grouped
- Status type - Sent or Needs Review or Paid
- Secondary Status - Disputed or Past Due
- Apply Filters
