Pay Later & Do Not Pay feature allows you to keep an invoice in the system without putting them through the entire workflow. These two features are available to all customer using the invoice module. If you are not an existing customer and would like to learn more about Beanworks invoice module, please email sales@beanworks.com.

PRE-REQUISITES

  • You need to be a system or an invoice admin to mark an invoice as pay later or do not pay.  

  • You need to be an owner of an invoice to mark it as pay later or do not pay.

  • Invoices in the editable status (New [N], InProgress [IP], Reset [R], Reject [RE] can be marked as pay later or do not pay.

PAY LATER

  • Marking an invoice as 'Pay Later' allows you to move the invoice at the end of your invoice queue in the InProgress tab.

  • The invoice status changes to pay later [PL].

  • This invoice is fully searchable in the system.

  • Please note the notification email statistics do not include invoices marked as pay later.


DO NOT PAY

  • Marking an invoice as 'Do not pay' removes the invoice from the workflow and moves it to the Archived tab.

  • The invoice status changes to do not pay [DP].

  • This invoice is fully searchable in the system.

HOW IT WORKS

STEP 1: Open the details of an invoice

Double click on the invoice line or click on the invoice details icon.

STEP 2: Mark the invoice as 'Pay Invoice Later' or "Do Not Pay Invoice'

Go to 'Actions' dropdown and select the appropriate option.

STEP 3: Change the invoice status back

In order to move the invoice back into the workflow, open the details of the invoice, go to Actions and click 'Process Invoice'.


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