You must first enter your Vendor Bill into CARET Legal, then you can apply a payment to it.
- Navigate to the Accounting section, click on the Vendors & Bills tab, then click + on the tool bar and select Pay Vendor Bill from the drop-down menu.
- The Pay Vendor Bill modal displays.
- Complete the required fields indicated with a purple bar and any additional fields.
- Enter or select the Vendor from the drop-down list.
- The area underneath this field populates if there are bills for the selected Vendor.
- Select the checkbox next to the bill you would like to add a payment to. If you would like to add a partial payment, you can edit the Amount to Pay field.
- The area underneath this field populates if there are bills for the selected Vendor.
- Enter or select an option from the drop-down lists in the Method and From Account fields.
- Enter a Check / Ref No.
- Use the calendar controls to enter a Pay Date.
- Optionally enter a Memo.
- Enter or select the Vendor from the drop-down list.
- Click Pay & Close to pay the bill or Pay & Print to pay the bill and print a PDF of your payment.
- You will notice that the status of your bill is Paid when you return to your list of Vendors & Bills.