Easily review and approve one or multiple invoices for payment on SmartPay. The system will intelligently identify any invoices with discrepancies so you can address them before payment. For invoices with no discrepancies– you can proceed to pay only those on SmartPay.
IN THIS ARTICLE
- How to bulk approve and pay multiple invoices at the same time
- How to approve and pay a single invoice
- How to approve an invoice to pay later
- Summary
How to bulk approve and pay multiple invoices at the same time
- Click “Pending approvals” from the Dashboard
- On the “Awaiting Approval” tab, you can view invoices grouped by supplier. Rather than reviewing invoices individually, click on “Smart approve”.
- If there are no discrepancies, the next step is to “Approve and pay”
- Follow the steps to confirm the payment amount and number of supplier payees
- Transfer funds from your bank account into your Wallet.
- Once transferred the payment will be processed at the end of the day. Learn more about payment timelines
- Go to “All” to see the “Paid; Paid on platform” payment status. Alternatively you can filter for all invoices “paid on platform”. Paid on platform” means it was paid through SmartPay – no further action is required to complete the payment.
How to approve and pay a single invoice
- Click “Pending approvals” from the Dashboard
- On the “Awaiting Approval” tab, click on the supplier and then on a single invoice
- Review the Order, Invoice and Proof of Delivery details
- Click “Approve and pay”
- Follow the steps to confirm the payment amount and number of supplier payees
- Transfer funds from your bank account into your Wallet
- Once transferred the payment will be processed at the end of the day.
- Go to “All” to see the “Paid; Paid on platform” payment status. Alternatively you can filter for all invoices “paid on platform”. “Paid on platform” means it was paid through SmartPay – no further action is required to complete the payment.
How to approve an invoice to pay later
When you approve one or multiple invoices, you can select “Approve and close” to pay later. This invoice will move to “Ready to Pay” where you can “Schedule and close” to pay by the due date. The payment will remain in "Due later” status until you confirm the payment and transfer funds into your Wallet through the “Pay Now” workflow.
Summary
- You can approve one or multiple invoices using Smart approve
- Smart approve is an intelligent way to identify any issues before payment
- The “Awaiting funds” status will remain and you’ll be restricted from making more payments until the pending transfer is completed
- Payment only occurs once you’ve transferred funds into your Wallet
- You’ll need to enter a 6-digit code sent to your mobile to complete two-factor authentication before you transfer funds to your Wallet