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Administrator Guide
Last Updated: 2026-04-17
Create New Invoice Payments

Create New Invoice Payments

Creating new invoice payments enables you to track and house payment details. You can also add additional invoices or invoice line items to the payment.
  1. Navigate to the
    Invoice Payments
     page.
    Depending on your permissions, you can access this page directly from the VNDLY header or in the
    Invoices
    Invoice Payments
     drop-down menu. 
  2. Click 
    Add Payment
    . 
  3. Select the
    Vendor Name
     from the drop-down. 
  4. As you complete the payment details, consider these options:
    Option Description
    Payment Name
    Optional field to capture the vendor's name as it displays on the check.
    Voucher Number
    Optional field to capture the voucher number that displays with the payment.
    Payment Method
    Type of transaction for this payment and populated using the
    Custom Data Source
    €œPayment Method
    € . Default values are €œACH€ , €œCash€ , and €œCheck€ .
    Payment Number
    Transaction number associated with this payment. Format varies depending upon
    Payment Method
    .
  5. Select an invoice from the
    Add Another Invoice
     drop-down. 
  6. Click
    All Transactions
     to include all transactions or—if available—
    Select transactions
     to select line items individually. 
  7. Consider these fields as you review the payment form totals:
    Option Description
    Amount Received
    Should reflect the actual payment amount sent to the Vendor. Calculated as the sum of all payment amounts and all late charge amounts on the payment.
    Original Balance
    The original vendor amount with vendor-remitted taxes as seen on the invoice. Doesn’t include fees.
    Remaining Balance
    Remaining original balance for this invoice/invoice line item across all finalized payments.
    Discount Taken Amount
    Optional field to capture any discount during payment. 
    • Can’t be used with negative remaining balances.
    • Must be a positive number.
    • Remaining balance must be greater than or equal to the sum of the discount taken amount and the payment amount.
    Late Charge Amount
    Optional field to capture any late charges incurred on this payment.
    • Can’t be used with negative remaining balances.
    • Must be a positive number.
    Payment
    The amount to be paid against the invoice/invoice line item.
    • Positive balances: Remaining balance must be greater than or equal to
      Discount Taken Amount
       plus
      Payment
       amount.
    • Negative balances: Remaining balance must be less than or equal to the
      Payment
       amount.
    Amount to Apply
    The amount that will be applied to the listed invoices/invoice line items. This amount is a sum of all listed payment amounts.
  8. Click
    Submit to Vendor
    .
The payment changes to a status of
Paid
, and locks the associated line items from further payment unless a balance remains. If this payment fully completes payment on the associated invoice, the invoice also changes to a status of
Paid
.