Link a payment installation to an invoice

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:

1. 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
2. From the Order Details page, click on the Finance tab.
3. If you have Payment Terms added to your purchase order, you will see the Payment Installations listed out here.
4. 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.
5. Select the file that you wish to link to the payment installation.
6. 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.
7. Optional: Mark as paid by following the instructions here.