Apply Payments to Purchase Order

This feature does not integrate with Quickbooks 

To apply payments

To access and manage payments for a purchase order, the order must have an associated supplier and have a total greater than zero.

1. Navigate to the Products tab

2. On the left-hand navigation, under Purchase Orders, click Manage

3. Click on the PO number

4. On the left-hand navigation, click Payment Details

5. Add the payment details

6. Click Save

Payment Statuses

Payments have three different statuses: 

• Unpaid: This status indicates that no payments have been made towards the purchase order.

• Partially Paid: This status means that some payments have been made, but they do not cover the total amount of the purchase order.

• Paid: This status shows that the purchase order has been fully paid, with the total amount covered.

Email Notifications

• Optional email notifications can be configured to be sent using the purchase-orders.payments outbound emails key, keeping relevant stakeholders informed about payment updates.

• The vendor contact will be notified of the purchase order payment if the "Receive PO?" option is checked.

Export Options Payment Details

When exporting purchase orders, you can choose between two formats:

• Aggregate: Provides a summarized view of the payment details.

• Detailed: Offers an in-depth breakdown of payment information.