Deferring Payments

Owned by Uma Srinivasan (Unlicensed)
Last updated: Jun 26, 2019
2 min read

When required, you may defer invoices to later batches for better managing finances.

Payments can be deferred for only one service provider at a time. Should you want to defer payment for invoices from more than one service provider, you need to repeat the steps for each provider.

Deferring Payment for All Invoices from a Service Provider

⦿ How to Defer Payment for All Invoices from a Service Provider
  1. On the Payment Manager page, expand the desired payment batch by clicking the expand icon. The default payment method and the payment summary for each service provider being paid appears as a list.
  2. Click the Action button in the right side of the desired service provider listing, and select Defer in the list of options that appears. Future scheduled payment dates (as set in Payment Scheduler Frequency) appear as a drop-down list.
  3. Select the desired payment date. The payment is scheduled for the selected date. In the Payment Manager page,
    • The invoices that are deferred are added to the selected batch.
    • The service provider listing is removed from the original batch.
    • The total invoice amount, discount amount (when applicable), number of service providers, and number of invoices are updated in both the batches.


Deferring Payment for Specific Invoices from a Service Provider

⦿ How to Defer Payment for Specific Invoices from a Service Provider
  1. On the Payment Manager page, expand the desired payment batch by clicking the expand icon. The default payment method and the payment summary for each service provider being paid appears as a list.
  2. Click the View # Invoices button. The list of invoices opens, with the Expedite, Defer, and Pay Now options.
    • To defer a single invoice:
      1. Click Defer next to the desired invoice. A drop-down lists dates of future scheduled batches (as set in the Payment Scheduler Frequency setting).
    • To defer multiple invoices:
      1. Check the boxes next to the desired invoices, and click the Defer # button at the bottom of the screen. A drop-down lists dates of future scheduled batches (as set in the Payment Scheduler Frequency setting).
  3. Click the desired date. The payment is deferred and the updated invoice list appears.
  4. Click Close. The Payment Manager page appears
    • The invoices that are deferred are added to the selected batch.
    • The total invoice amount, discount amount (when applicable), number of service providers, and number of invoices are updated in both the batches.

 


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