Invoices & Payment
Capture, match against the order and the receipt, and propose what to pay.
19 steps · 10 questions · 5 screens on this shelf
The screens on this shelf
Records
Invoice Capture
An invoice however it arrived — scanned, emailed, EDI or keyed. Capture finds the supplier and the order, and flags a duplicate before it becomes a double payment.
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View
Match Results
What each match compared and what it found. An exception is released by a person, with a reason on the record.
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Report
Held Invoices
Everything stuck, and what it is stuck on.
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Records
Payment Proposals
What is due by a date, what discount is lost by waiting, and what to pay. Releasing it becomes a bank payment batch rather than a second way of paying.
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Records
Payment Terms
Net days and the discount for paying early — what the proposal reads to decide whether waiting costs money.
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