Record a vendor payment

Recording vendor payment status keeps payable reporting current after a bill is paid.

What this feature is for

  • Recording vendor payment status keeps payable reporting current after a bill is paid.

When to use it

  • A vendor bill was paid outside the normal payment run.
  • You need AP status to reflect what happened.

Do it manually

  1. Open the vendor bill.
  2. Confirm paid amount, payment date, and method.
  3. Record the payment or update status according to your workflow.
  4. Check the AP summary after saving.
  5. Do not mark unpaid bills paid unless the payment is confirmed.

Ask Faster AI

Record a vendor payment for [bill/vendor]. Ask me to confirm amount, date, and method, then update status and summarize what changed.

Review before saving or publishing

  • Confirm the customer, amount, due date, tax, discount, and payment terms.
  • Preview customer-facing links before sending them.
  • Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

  • If a document will not send, check that payment setup and customer email are complete.
  • If the balance looks wrong, reopen the document detail and refresh payment applications.
  • If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

  • Screenshot placeholder: Replace with an annotated screenshot of record a vendor payment.
  • Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

Sunny Arora

Written by

Sunny Arora

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