This article covers how to pay a single Vendor Invoice/s, or multiple Vendor Invoices within Unity® Accounting

Methods To Pay Vendor Invoice/s

Method 1

In the Vendor module, select New Transaction > Pay Invoices, or,

Method 2

In the Vendor module, select the Vendor invoices that are due, click on the Invoices & Payments tab and click on Pay Invoices.

Method 1 Steps

1. Click on Vendors
2. Select New Transaction

3. Select Pay Invoices

    

   

    

4. Due on or before  - Select or enter the due on or before date to list Vendor Invoices that are unpaid up until that date. 

    

   The system default is today's date. See Step 5 for the alternative

    

5. Show all unpaid invoices - Select if all unpaid Vendor Invoices are displayed below.

6. Show invoices for - Select All Vendors (default) to list all Vendors with unpaid invoices or to make a payment to one Vendor, select Single vendor by selecting the Vendor from the drop-down list.

    

   The default selection is All Vendors

    

7. Pay Invoices in full or Make partial payments (show invoice details) - Choose Option Pay Invoices in full, or

    

   

    

   Make partial payments. If the "Payment" tab on the individual Vendor Invoices is available to enter the partial payment to be made. (see Step 9)

    

   

    

8.  - Select the Vendor Invoices to pay

9. Payment - If Make partial payments was selected in Step 7, then click in the Payment field for each invoice select and enter the partial amount to pay.

10. Payment Date - Select or enter the payment date

11. Payment Type - Select the payment type i.e. Cheque, EFT, Credit Card etc

12. Bank / Account - Select the General Bank account. 

     

    Trust Accounts are not available to be selected

    To choose payment by Credit Card, set up as a liability General Ledger account, then ensure that the General Ledger account reflects as a bank by selecting This is a Credit Card Account in the Chart of Accounts.

     

    

    

13. Starting Cheque Number/ EFT Number/Reference Number- If Cheque was select at Step 11 - Payment Type, then the next cheque number will reflect for the General Bank selected or enter the cheque number. 

     

    The last cheque number entered in the Chart of Accounts for this bank. Press Enter to automatically enter a cheque number.

    If EFT was selected at Step 11 - Payment Type, then the EFT Number or enter a Reference Number if Credit Card or another payment type was selected.

     

14. Open cheque printing after paying - Select to print the cheque immediately after posting the Vendor Payment or unselect to print cheques later using the File > Print > Cheques option.

15.  Find - Select to find Vendor transactions easily ie Vendor Invoices or Payments

16. Click on Pay & Close to complete the Vendor Payment.