Manage Payments Made

In this help document, you’ll learn the various actions you can perform to manage the vendor payments in your organization.

Edit Payments Made

If you want to make changes to a vendor payment, you can edit it. Here’s how:

• Click Payments Made under Payables.
• Click the vendor payment you want to edit.
• Click Edit at the top.
• Make the necessary changes and click Save.

You can also edit multiple vendor payments at once. Here’s how:

• Click Payments Made under Payables.
• Select the vendor payments you want to edit.
• Click Bulk Update at the top.
• Select the field you want to update and fill in the new value.
• Click Update.

Void a Payment Made

If you don’t need a vendor payment, you can void it. It’ll be available in the system, but it’ll not reflect in any of your transactions or reports. Here’s how:

• Click Payments Made under Payables.
• Click the vendor payment you want to void.
• Click the More icon at the top and select Void.
• Enter the reason for voiding the vendor payment and click Void it.

Convert a Void Payment Made to a Draft

If you need a vendor payment that was previously voided, you can convert it to a draft. Here’s how:

• Click Payments Made under Payables.
• Click the voided vendor payment you want to convert to a draft.
• Click Convert to Draft at the top.
• Enter the reason for converting the vendor payment to a draft and click Convert to Draft.

Delete Payments Made

To delete an individual vendor payment:

• Click Payments Made under Payables.
• Click the vendor payment you want to delete.
• Click the More icon at the top and select Delete.
• Click Delete to confirm your action.

You can also delete multiple vendor payments at once. Here’s how:

• Click Payments Made under Payables.
• Select the vendor payments you want to delete.
• Click Delete at the top.
• Click Delete to confirm your action.