Share Payments Made

In this help document, you’ll learn the different methods using which you can share vendor payments.

Download a Payment Made as a PDF

To download a vendor payment as a PDF:

You can export the vendor payments created in your organization. Here’s how:

Go to Payments Made under Payables.
Click the More icon in the to right corner.
Hover over Export and select Export Payments.
Choose if you want to export All Bill Payments or bill payments added during a Specific Period.
If you chose Specific Period, select the Start Date and the End Date.
Select a Export Template if you want to export only specific fields of the bill payments. If you don’t select any template, all fields will be exported.
Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
Check the Include sensitive Personally Identifiable Information (PII) while exporting option if you want to include Personally Identifiable Information (PII).
Enter the File Protection Password if you want to protect the export file.
Click Export.

To print a vendot payment:

You can send the vendor payment to your vendor via email. Here’s how:

Go to Payments Made under Payables.
Click the vendor payment you want to send to your vendor via email.
Click Email at the top. You’ll be redirected to the Email To page.
Select the email address you want to use to send the email in the From field. By default, the primary email address stored on the Organization Profile page in Settings will be auto-populated. Click + Configure Emails to add additional sender emails.
Select the email address to which you want to send the email in the Send To field. Click + Add Contact Person to add new contacts for the vendor.
- If you want to send this email to other employees in your organization, click Cc or Bcc next to Send To and select their email addresses in the respective fields.
Verify the email body and make changes if required.
Click Send.