How to Manage and Delete Bills in Procurify, Including Handling Draft Payments and Proceeding to Payment
Managing bills effectively in Procurify is essential for maintaining accurate financial records and ensuring smooth payment processes. This guide provides step-by-step instructions for deleting approved bills, handling bills with draft payments, and proceeding to payment after bill approval.
Overview of Bill Management in Procurify
Procurify allows users to manage bills through features like Manage Payments, Manage Bills, and Pay Bills. These tools enable users to delete bills, handle draft payments, and process approved bills for payment.
Deleting Approved Bills
If you need to delete an approved bill, follow these steps:
Navigate to Manage Payments in the left menu.
Locate the payment associated with the bill you want to delete.
Click the three dots next to the payment and select Cancel Payment.
Once the payment is canceled, the bill will revert to the approved status in the Manage Bills section.
Go to Manage Bills, find the bill, and click the three dots on the right.
Select Fix Bill and provide a comment.
After clicking Fix Bill, a trash icon will appear in the top-right corner. Click it to permanently delete the bill.
Handling Bills with Draft Payments
If a bill has a draft payment associated with it, you must first delete the draft payment before deleting the bill. Here’s how:
Locate the relevant bill in Procurify.
Open the bill and click on the associated draft payment.
Click the three dots ( ... ) and select Remove Bill to remove the association.
Once the draft payment is removed, you can delete the bill as usual by following the steps outlined in the previous section.
Proceeding to Payment After Bill Approval
After a bill has been approved, you can proceed to payment by following these steps:
Navigate to the Pay Bills section in Procurify.
Select the approved bills you wish to pay.
Process the selected bills according to your organization’s approval flow. This may involve final approval or release to an external party, depending on your setup.
Conclusion
Procurify provides a robust set of tools for managing bills, including deleting approved bills, handling draft payments, and processing payments for approved bills. By following the steps outlined in this guide, you can efficiently manage your organization’s financial workflows. For further assistance, consult the Procurify Help Center or contact support.