Concept: Payment Forms

You can remove invoices or invoice line items from the payment table by clicking the garbage icon that displays when hovering over the line. These changes aren’t retained unless the payment form is saved or submitted.

VNDLY supports the partial payment of invoices in 2 ways:

Entire invoice
Individual line items

Whichever method you use first on an invoice must be used to complete payment on that invoice.

You can save a payment in a Draft status for completion at a later date. Vendors are unable to see draft payments.

If while managing payments you determine an existing draft is no longer needed, clicking the

Delete

button on the payment form presents the option to delete the draft. This action can’t be undone.

If for any reason, you need to cancel a completed payment, you can void the payment from the Payment Form. Enter a Reason for Void, if needed. Once voided, all invoices and invoice line items associated with the payment are released and can be added to a new payment. This action can’t be undone. 

Voided payments are retained for historical purposes and display a banner when opened to indicate that the payment is no longer valid.

Users with the ability to view payments are also able to access that information from the associated invoice. Clicking the amount next to the payment status takes the user directly to the payment page for review.