Integrated Payment Workflow

Quadient AP's Integrated Payment Workflow allows you to create payments and pay them through our platform. Just like with the Invoice module, the payments are then exported to your ERP. Continue reading below to find out more about this feature, or contact your Customer Success Manager to discuss your specific needs.

ERPs Supported

The Integrated Payment Workflow is supported by the following ERPs: 

• Quickbooks Online

• Quickbooks Desktop

• Sage Intacct

• Sage 100

• Sage 300

• Sage 50 US

Learn more about our Imported Payment Workflow for other ERPs here. 

How to use the Integrated Payment Workflow 

Create the payment

Highlight the invoices you want to pay using the checkboxes on the left. Click the Create Payment button in the top right corner, followed by Continue to move into the Payment In Progress tab.

Code the payment and submit it for approval 

Code the payment details to the payment. Depending on your ERP, you may have more options than those pictured below. At the Line Item level, you can make a partial payment. Learn more about this here. Once the coding is complete, submit the payment for approval. 

Release the payment 

Once the payment is fully approved, it can be released to the payment provider. In the Releases tab, select the payment and click Release payment.

Export the payment

Once the payment is in Paid status, it can be exported from Quadient AP to your ERP. Select the payment you want to archive, and click Archive. Archived payments move to Completed status in the Archived tab.