With the new payments feature in ProcureDesk, you can easily initiate payments for approved invoices through Bill.com. Follow the steps below to create payment batches and schedule payments.
Prerequisites
Ensure you have the privilege to access and create payments. If not, contact your Admin to enable this privilege for you.
Steps to Create a Payment Batch
Go to the Invoices Module:
Log in to ProcureDesk and navigate to the "Invoices" module from the left-hand menu.
Under this module, click on "Payment Batches."
Click on "Create Batch":
In the "Payment Batches" section, click on the "Create Batch" button located at the top right corner.
Enter Batch Details:
Provide a "Batch Name" to identify the payment batch.
Select all the invoices you want to include in this batch.
Note: Only invoices that are approved in ProcureDesk and synced to Bill.com will appear in the selection list.
Submit the Payment Batch:
After selecting the invoices, click on "Submit Batch."
The payment batch will be sent for approval.
Payment Processing:
Once the payment batch is approved, the payment will be automatically scheduled in Bill.com.
Payments are processed and paid out through Bill.com within 24 to 48 hours.