Submit for Payment

Administrators to mark an invoice as paid once the payment has been processed. This updates the invoice status to Paid in the system and records key payment details for audit and reference purposes.
  • Open the invoice from the Invoices section.
  • Go to the top right corner and click on the Mark as Paid button.
  • The Mark Invoice As Paid window will appear, prompting for payment details.
Submit for Payment Window Fields
Field
Definition
Payment Method
Text field to record how the payment was made (e.g., Credit Card, Wire Transfer, PayPal).
Payment Date
Calendar field to capture the date the payment was processed.
Payment Reference Number
Reference or transaction ID (e.g., bank reference number, transaction ID, PayPal ID).
Amount Paid
The total amount already paid to the vendor.
Amount Outstanding
The remaining unpaid balance, if applicable.
Internal Note
Optional note field for internal system use only. Not visible to vendors.
Attachments (If any)
Option to upload supporting documents (e.g., payment receipts, remittance advice). Accepted file formats: .pdf, .doc, .docx, .eml. Maximum file size: 10 MB.
  • Cancel: Closes the window without updating payment details.
  • Mark as Paid: Confirms the payment and updates the invoice status to Paid in the system.