Creditors > Creditor Invoices Pay When Paid
- Kat Grinter
- Kye Hush
This feature allows you to set a job as a ‘pay when paid job’. When a creditor invoice is created against a job, the payment is automatically set to on hold. Meaning, it won’t be available in a payment proposal until it’s released.
There is no automation to release the creditor invoice from 'on hold' when the sales invoice on that job has been paid. But, you can easily see the transactions which are on hold. You will need to release the invoice for payment. This extra step is worth it, to make sure you don’t pay an invoice before you’ve been paid for it.
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SETTING A JOB AS PAY WHEN PAID
Go to the Jobs module > select the job > open the job properties side bar >
In the job finance settings icon > check the box pay when paid
If there is already a creditor invoice on the job, a dialog box will pop-up asking if you want to put the payment on hold
Click ok if you wish to put it on hold
RELEASING THE INVOICE FOR PAYMENT
Once you receive the debtor payment, go to finance & administration module > creditors > creditor invoices pay when paid
Select the creditor invoice related to the job (you can search the job number) > and click ‘release payment from on hold’ button
You can then select which creditor invoices you want to release for payment
Your payment will now be available in a payment proposal
If there’s a creditor that should never be put on hold, you can select ‘exempt from pay when paid hold’ in the creditor sidebar > payment settings menu.
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