Only Controllers and Account Owners can pay supplier invoices.
However they can be added to bookkeeping before payment, once reviewed in Invoices - Review.
Pay validated invoices
When ready to pay supplier invoices, head over to "Invoices > Pay".
You can click on an invoice to see more details about the invoice and the request itself.
Navigate to the "Pay" tab, select the corresponding invoice payments.
Choose between the options: CSV or XML SEPA file (available on European SEPA accounts: if activated and eligible, XML SEPA format is selected by default).
Click the "Download and mark as paid" button.
A CSV or XML file will be downloaded to your computer.
Finally, please upload the XML file to your company’s bank account. Et voilà!
Pay your invoice in several payments
If you want to pay an invoice in different parts, with different dates,
Navigate to the "Invoices" tab
Under the "Pay" tab, select the corresponding invoice
In the sidebar on the right-hand side, under the "Payment" area, look for the “Edit payment schedule” action.
Edit the dates and amounts for the payment of your invoice.
Paid status and History tab
When your invoices are paid, they move from the "Invoices" tab to the "Payments". Any invoice payment is also shown on Invoices > History and All payments. Suppliers will receive the funds with the following description "Spendesk + supplier name + invoice number".
You can view all invoice payments in Invoices - History (on the right of the screen).
You can also look up what mean of payment was used: .csv, XML SEPA?
Can I submit a purchase order?
Yes 🙌 You can have a look at our articles here.