Linking a payment installation to an invoice can help you stay organized and provide you and your suppliers better visibility when payments have been made.
To link an invoice to a payment installation, perform the following steps:
When logged into the platform, click into the Order that you wish to update.
- This can be found through global search or located in one of the Orders base views
- From the Order Details page, click on the Finance tab.
- If you have Payment Terms added to your purchase order, you will see the Payment Installations listed out here.
Click the dropdown menu to Select an invoice file to link.
Note: If you do not see any files appear in the dropdown list, add a file to your purchase order, categorize the file as an Invoice, and repeat steps 1-3.
- Select the file that you wish to link to the payment installation.
Click the Link button.
Note: Each payment installation can be linked to one invoice at a time, while one invoice can only be linked to one payment installation at a time.
- Optional: Mark as paid by following the instructions here.