Pay a Purchase Order

Once a Purchase Order has been received a payment to the Vendor will need to occur.  This can be done directly after receiving or later when actually paid.  In this article, you will learn how to pay a Purchase Order.

To pay a Purchase Order, follow the steps below: 

  • Step 1 - While in the Purchasing module select Purchase Orders History in the navigation bar and select the Purchase Order you will be paying.

  • Step 2 - Select the Payments sub-tab and click the plus button to add a new payment.

  • Step 3 - Continue to complete each field in the Purchase Order detail window.
    • Payment Type - Select from the pull-down the payment type.
    • Tendered - Enter the amount given to the vendor.  
    • Change & Amount - These fields will auto-populate with the amount of change to provide the vendor and the invoice paid amount.
    • Notes - If there are any notes to make about the payment, they can be added to this field.
    • Date Paid & Created By - These fields will auto-populate with the date and employee making the payment.

  • Step 4 - Choose one of the Save options.

You've done it! You've created a new Purchase Order!