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All CollectionsFAQFAQ - Accounting & Finance Teams
How to change an unbilled item to paying with credit card
How to change an unbilled item to paying with credit card
Updated this week

Steps:

  1. Go to Accounts Payable β†’ Unbilled Items

  2. Search for the item you want to pay with credit card

  3. Select the 3 dots button on the right-hand side of the item

  4. Select Edit

  5. Click the advanced change options dropdown at the bottom of the pop-up

  6. Tick the box for Paying with credit card and select a card from the dropdown menu

  7. Click Edit item to submit the changes

Note: By selecting the checkbox and submitting the change, the item and all items within the same Purchase Order will permanently become credit card unbilled items and move into that credit card profile page.

Additional Information:

  • Only users with permissions to Accounts Payable can perform the steps listed.

  • For details on how to add a new credit card, see our article how to add a credit card

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