Payments and payment requests
Group shipped POs into a payment request, send it to the company to check, and follow it until it is paid.
A payment request asks a company to pay you for POs you have shipped. You group several POs into one request and send it. The company checks it and records the actual payment. You cannot mark anything paid yourself.
Where: sidebar → Payments.
#Making a payment request
- Go to Payments → Ready to request. It lists POs that are shipped or delivered, and not yet paid or on a request.
- Tick the POs.
- Press + New Payment Request.
- Add Notes for your customer (optional) — an invoice reference, bank details, or anything they need to check the request.
- Press Send Request.
Good to know
One request goes to one company in one currency. Once you tick the first PO, only that company's POs in the same currency can still be ticked.
You can also start a request in other places:
- the PO list — tick POs, then Request payment
- a company's record on Customers
- the top bar — + New → New payment request
#Following a request
History shows each request and its status:
| Status | Meaning |
|---|---|
| Raised | You created it. |
| Sending to the merchant… | It is on its way. |
| Sent to the merchant | It arrived. |
| Not delivered to the merchant | It did not reach the company. |
| Waiting for the merchant to check it | The company is checking it. |
| Approved by the merchant | The company agrees with it. |
| Declined by the merchant | The company does not agree. |
| Paid | Paid. You may also see "N of M POs marked paid". |
Open a request to see its POs, who raised it, and the company's decision.
The page tiles show Awaiting payment, Paid, Not delivered and Not yet requested.
On each PO, the Payments card shows what has been paid and requested.
#Payment status on POs
Each PO shows Unpaid, Partial or Paid. The company sets this when they record a payment.
#Common questions
A PO is not in Ready to request. It has not shipped yet, it is already paid, or it is already on an open request.
I see "Some POs were not added". They were already on a request, already paid, or for another company or currency.
My request shows Not delivered. It did not reach the company. Wait a little. If it stays that way, contact Support.
My request was declined. Open the request to see their decision, or ask them in messages. Fix it and send a new request.
It is Approved but not Paid. Approval means they agree. The PO shows Paid once they record the payment.
Can I mark a PO paid myself? No. The company records payments.