How do I code payments?

Modified on Wed, 22 Feb 2023 at 03:11 PM

Prerequisites for Editing Payments

Once your invoice has gone through its approvals, you are now ready to start coding your payments. Payments must be in an editable status and you must be the owner of that payment to start your coding.

You can find your new payments in the payment's In-Progress tab. Similar to the invoice module, you can also customize your payment's column for easier viewing and sorting.

Payment Details

To view your payment details, you can double click on the payment itself or the view details button at the far right of the payment. Within the payment details, you can find the details panel, line items table, and the image pane for the invoices to be paid. 

Please check out the following guide for more information on the payment details view: Guide on Payment Details View.

Saving Your Changes

After you have finished making changes to your images, make sure you press the“Save” Button to save all of your changes!

Submitting for Approval

When you have finalized your coding, you can then submit your payment to enter the appropriate approval channels. 

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