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Paying Your Bills - Vendor Pay

Last Updated: Sep 11, 2018 10:08AM PDT

Once you have posted a Bill – as part of an Invoice, as a stand-alone bill, or through the Incoming Bill Wizard – you will eventually want to pay it. If this is a Bill for an outside vendor, like a Carrier or Fuel or Insurance provider, you will want to do so through the Vendor Pay module. If you are paying your drivers or sales reps, you will want to use the Personnel Pay Wizard instead.

First, navigate to the Vendor Pay list using the left navigation.

The Vendor Pay list contains all the non-Personnel Bills that have been posted in your system.

 

Select & Approve Bills

Select the Bills that you want to pay by using the Approved toggle on the left of the Bill. Remember that you can search the Vendor Pay list like any other list; this may be handy if you want to see all the Bills for a single Vendor, or pay Bills only from a particular month.

You can also click the next to a Bill to see information about that Bill. This will include links to any related Orders or Dispatches. If you find a problem with the Bill or need to make an adjustment, take a look at Adjusting Posted Bills.

You can pay any number of Bills at once – just make sure they are all marked as Approved.

You can also partially pay a bill, by altering the "Pay Amount". Once a bill is marked as Approved, the "Pay Amount" field will become editable. By default, the full remaining amount on the bill will appear in "Pay Amount", but you can edit this if you only want to make a partial payment to the bill. Once the payment has been processed, the "Prev Paid" amount will update on this list, to show how much has already been paid towards a bill.

 

Processing Payments

Once you have Approved all the Bills you want to pay, click the Process Payment(s) button. This will open up the Payment Processing screen.

Select the account that you wish to use to pay the bills on the 'Account Activity' drop down field. The approved Bills will appear in a list below.

You can also adjust the starting Cheque #, or add any notes that you want to print out on the Cheques.

If you want Tailwind to print cheques for the payments, make sure the 'Print Cheques' option is toggled on.

Click 'Process' to finish processing the payment(s). If you have chosen the Print Cheques option, Tailwind will open each cheque as a separate tab in your browser, containing a PDF file that you can either print or save to your records.

After the payments have been processed, you will be returned to the Vendor Pay list – minus the Bills you have just paid.

 

Related Articles

While this article covers paying external Vendors, you will probably also want to pay your internal employees using the Personnel Pay Wizard.

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