Accounts payable quick action buttons allow you to view an invoice, quickly pay an invoice, add notes, view vendor information, view invoice history and post credits to an AR account.
Click Menu at the top of the screen
Click Accounts Payable from the menu. Click Invoices
Action buttons are found under the Action column
View Entry Details (eyeball icon) - Allows you to view details of an invoice including vendor, invoice and payment breakdown amounts.
Quick Pay AP Invoice (dollar bill icon) - Used to pay an invoice via check, ACH, cash, credit card or bank draft. Once a payment choice is selected, the system will allow you to “quick pay” from the invoice.
NOTE: It is important to note that Quick Pay is not tied to your bank account and only records that the payment has been made.
View and Edit Entry Notes (paper icon) - Used to record pertinent information regarding the invoice. The Rich Note option allows for greater text formatting choices.
View Vendor Details (book icon) - Displays information regarding the vendor that the invoice was generated for.
History (clock icon) - Allows you to view who entered or updated information on an invoice. Displaying entry date, installment number, reference numbers, terms and vendor. History also allows you to view the general ledger transactions of the invoice.
Post to AR (scales icon) - Allows you to take a vendor credit and apply the amount to the vendor’s accounts receivable for payment.