Save or post
When your supplier invoice is ready, finish off by clicking Save or Post at the bottom of the invoice input view. To be able to send an invoice for payment without posting in, you need to turn on this possibility under the approval settings.
Your supplier invoices are always paid according the payment methods you have set up.
Different ways of paying a supplier invoice
In Briox there are three different options for paying your supplier invoices:
Online: If you have an online bank connection you can send your invoices directly to the bank for payment directly from the supplier invoice list. Your invoices will then be marked as payment in process. When your account statement is automatically imported to Briox Banking, you can reconcile them as paid.
File: Select supplier invoices your want to pay in the supplier invoice list and create a file you can upload at your bank. Your invoices will then be marked as payment in process. When your account statement is available you can import it to to Briox Banking and reconcile your invoices as paid.
- Manual: Lastly, you can print a payment list and pay the invoices in your internet bank and then register the payment of the invoices manually in Briox. This can be done directly in the invoice or as a mass management in any of the supplier invoice views.
Sending payments / creating payment files
If you have open invoices in the Supplier Invoice - Supplier Invoices section, you can filter the list by selecting Ready for payment:
You can then select invoices you want to pay from the list of supplier invoices, and the Send Online Payment / Create Payment File) button will appear at the bottom of the page. The button text depends on which payment routine your default payment method is set up to.
NOTE! With SEPA payments, both IBAN and BIC must be found in the register for all suppliers. If this information is missing, the payment file will be rejected by the bank. Therefore, we recommend activating IBAN and BIC as visible columns in the supplier invoice list, so that you can see directly if you have this information for all the suppliers, whose invoices you are planning to pay:
Clicking the Send online payment / Create payment file button will take you to the section where the payment file is actually sent from / where the payment file is created. If you do not want to include one or more of the invoices to the payment, you can deselect the invoice row from the list. Before sending the payment material, you can change the payment dates and the amounts to be paid. The default amount is the open amount according to the ledger. By default, the due date of the invoice is offered as the date, unless the due date has already passed. Then the current day is offered as the date. At the bottom of the page you can specify which payment method you want to use when sending the payment material or for which payment method you want to create the payment file for:
When the payments have been sent to the bank, you can find them in blue in the payments in Process list.
They will automatically disappear from there when they are marked as paid under banking or if your revert them manually.
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