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All CollectionsFAQFAQ - Accounting & Finance Teams
If I make a payment to a credit card, how do I add that to a Bill?
If I make a payment to a credit card, how do I add that to a Bill?
Updated over 9 months ago

Question:

  • How to make Bill for credit card payments?

Answer:

Any Purchase Orders/Expenses linked to a credit card must be reconciled first. After the credit card reconciliation, you can create a Bill.

Additional Information

  • User needs Accounts Payable Role assigned to access credit card reconciliation and Bills.

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