Paying a Single Invoice

This article describes how to pay a single invoice in Corpay Complete. Refer to the Paying Multiple Invoices article to learn how to pay multiple invoices at once.

Note: The visibility of information in Corpay Complete is based on roles and permissions assigned to users in addition to Company configuration. As a result, some information may not be visible or may only be available in a view-only format.

Invoice Payment Requirements

The following requirements must be met before an invoice is eligible for payment:

• The vendor payment information must be entered at either the Vendor level or invoice level.
• The Vendor must have an Active status.
• If an approval workflow is applied, all required approvals must be received.
• If the invoice is linked to a purchase order, the invoice must not exceed the total amount of the purchase order.

Upon completion of these requirements, invoices will be available for payment under the Pay Invoices tab.

1. Use the filter fields to locate the invoice to be paid in the Pay Invoices grid on the Pay Invoices tab.

   Note: Click the Toggle Filter  icon to show or hide the filter fields.

2. Choose one of the following options based on how payments are made at your Company:
   • If payments are made through your Company’s financial institution, select the appropriate Submit for Payment Approval    icon in the Action column.
   • If Corpay makes payments on your Company’s behalf, select the checkbox to the left of the invoice to be paid. Next, select the Bulk Action drop-down and click Submit Selected For Payment Run.

     

3. Complete the following steps in the Confirm Invoice for Payment dialog:
   1. Confirm the payment amount in the Payment Amount field.
   2. Verify the payment date in the Payment Date field, which displays the current business date by default. To schedule a future payment date, click the date picker  and select a different date.
   3. Select the Add More button to schedule multiple payments against the invoice.
   4. Click the Submit button.

4. If a payment workflow is detected, the payment(s) will be automatically submitted for approval. If a payment workflow is not configured, the payment(s) will be automatically scheduled for payment on the scheduled payment date(s).