Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

How to setup payments based on client paid information

This guide shows how to use client‑paid details to identify which supplier invoices can be paid.

Agencies often follow 'pay when paid,' paying supplier invoices after receiving client payments. Include client paid info during supplier payments for efficient cash flow management.

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.