The Schedule action on the invoices in the Outstanding Invoices pod enables you to schedule an invoice for payment through a saved bank account.
You can create a schedule to pay full or partial amount of an invoice. The scheduled invoices also appear in the Scheduled Payments pod and stay in the Outstanding Payments pod until the invoice is fully paid and the amount is settled. If you pay the partial amount, the Total Outstanding field reflects the outstanding amount after the partial payment has settled. |
Note: This method allows you to pay only through bank transfer. Ensure that you have configured Wise-Pay with your bank account details. For details, see How to Configure Bank Accounts. For other invoice payment options, see How to Pay an Invoice. |
StepsThe following are the steps to make payment for an outstanding financial transaction:
The invoice details in the Outstanding Payments pod are updated. A calendar icon is added next to the Total Outstanding field. If you hover the mouse on it, the payment scheduling information is displayed in a tool tip. The payment details are reflected to the accounting package, from where it is synced to ConnectWise. |