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    Make a Supplier Payment

    Find how to make make a supplier payment in Infusion.

    To make a supplier payment Suppliers > Payment from the main menu and then select +Add from the toolbar. The new payment window opens. 

    Choose the supplier from the Supplier drop-down box. This will connect the payment to the right supplier. You can update any details on the payment page, including the the Payment Date, Bank Account, Banking Method, and Reference details. 

    Payment Methods

    If you select 'Direct from Bank' as the payment method, your default bank account will be auto-filled. 

    If you select 'Direct Credit' as the payment method, you will enter the bank account and reference details for the recipient. 

    Enter the Payment Amount and select Save.

    A list of outstanding invoices for the supplier displays.

    A breakdown of payment allocation below the invoice list tracks how the payment is disbursed. Balances update as payments are applied to invoices.

    • Gross Amount: The total of payments allocated and discounts applied
    • Discount: The total of any discounts applied to invoice payments
    • Unallocated: The remainder of the payment to be allocated
    • Net Amount: The total payment made to the Supplier excluding any discounts applied

    Payment can be allocated individually to invoices, or select Auto Pay to apply the full payment to invoices. 

    Auto Pay

    Auto Pay starts with the oldest invoice and works forwards until the payment is exhausted. The Paying Now column updates to reflect the payment allocations.

    Payment to specific invoices

    To apply payment to specific invoices, select the invoice from the list. Entry fields activate above the invoice list with the selected invoice highlighted blue.

    Update the fields in the entry row.

    • Paying Now ($): Enter the amount being paid to the supplier for this invoice. This may be a partial amount or in full.
    • Discount ($): If a discount has been received for the invoice enter the amount in this field.
    • Balance ($): This is the remainder of the invoice after payment and discount have been applied.
    • Arrow symbols: Use the double-ended arrow symbol to pay the invoice in full (if the remaining funds allow) or allocate the remaining funds to the invoice. Use the circular arrow to refresh the row.

    Enter the payment details and Save. Continue to select invoices to update payments, saving for each entry.

    When the payment is allocated, select Post from the toolbar to confirm the payment. The payment is now a permanent record in Infusion.

    Unallocated Payment

    A payment can be made with some or no invoices to allocate a payment to. An Unallocated Payment will be created if any of the amount isn't allocated to an invoice. Refer to Unallocated Supplier Payments for more information.

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