How do I create a payment?

Modified on Tue, 15 Feb 2022 at 07:50 PM

Prerequisites:
Please ensure the following steps have been completed before creating a payment:

The payment creation workflow only applies to the following ERP Integrated accounting software: Intacct, Xero, Sage 300, Sage 50 US,
QuickBooks Online, QuickBooks Desktop
The vendor you would like to pay is onboarded for Beanpay. Please check out our support article here on how to get set up.
Your payment data has been synced from your accounting software to Beanworks and vice versa. Depending on your ERP, you may need to use the sync tool (for desktop software) or click on the Sync button in the Settings area (for online software).

Once you've onboarded a vendor, the outstanding invoice will appear in the Payments Create tab.

To Create a Payment

1. Go to the Payments Create Tab.

2. Select the invoice you would like to pay or multiple invoices if you would like to make more than one payment.

3. Click 'Create Payment' on the top right corner of your Beanworks.