Invoices not showing in the Payment Create tab

Quadient AP's Payment Module allows you to pay vendors using one of our integrated payment partners. You can find out more information on the Payment Module here or by contacting your Customer Success Manager.

Why is my invoice not visible in the Payment Create tab?

There are specific instances where an invoice will not show in the Payment Create tab. Typically the invoice will not be visible for one of the four below reasons:

The vendor is not enrolled with a payment partner

In Settings - List Management, the Pmt Methods column indicts which payment methods the vendor is enrolled for. This field will be blank if the vendor is not enrolled with a payment partner. Only invoices for vendors enrolled with a payment partner will be visible in the Payment Create tab.

Click on the pencil icon to open the Edit Vendor menu. Ensure that the vendor has the following address information on the Vendor Profile:

• Street
• City
• State/Province
• Zip/Postal Code
• Country
• Phone (For REPAY only)

Under Payment Methods, ensure that the selected payment method is set to Yes under the Enabled dropdown.

The invoice was already paid in your ERP

An invoice will not be visible in the Payment Create tab if the invoice is marked as paid in your ERP. Invoices that are marked as paid in your ERP will have a Completed status payment associated with them.

The invoice is not in Exported status

Only invoices in Exported status will be visible in the Payment Create tab. If an invoice goes into Sync Error status after syncing with your ERP, it will not show in the Payment Create tab. Be sure to check for invoices in Sync Error status in the Export tab. 

The invoice was manually marked as paid

Invoices can be manually marked as paid in Quadient AP once they are in Exported status. Invoices that are marked as paid will not be visible in the Payment Create tab. Click into an invoice and click Actions to check if an invoice was marked as paid. The 'Mark Invoice as Unpaid' option will be active if the invoice was marked as paid. Click this option to mark the invoice as unpaid and move it to the Payment Create tab. Learn more about marking invoices as paid here. 

If you still have issues with your invoices not showing in the Payment Create tab, please reach out to our Support Team for further assistance.