Prerequisite: activation of the Payment Services
To pay your purchase invoices directly from the platform, follow this procedure:
Go to the Accounts Payable menu.
Make sure the invoices you want to pay have been accepted.
Select the invoice(s) you want to pay then click on Pay documents
An overview of the invoices you are about to pay is displayed on the screen, click on Pay documents to continue
Note:when a supplier's IBAN is missing, you will have to add it first by clicking on Add account to go further.
Click to select your payment method.
Note:
the beneficiary account is always your Banqup Business Account through which payments are distributed to the various suppliers.
Once payment has been made, a confirmation screen will appear with a summary of the invoices you have just paid.
Your documents get the paid status and are sent to the archive.
Note:
to be able to pay invoices, a user must have the Make payments role. You can assign this role in your Settings > User management > click on a user > set the Make payments role to ON.