A payable is an invoice you've received or created for someone else. In other words, it's something that you're expected to pay.
Visit our guide to the Contractor Payables dashboard for more information on invoices.
Create a Payable
To create a new payable, navigate to Send Payments in the left-hand sidebar and select Contractor Payables. At the top right, click the Create payable button:
On the Create payable screen, enter the invoice's details:
Contractor
Work summary
Due date
Additional Info
Share and pay
Contractor
Select the contractor you're paying from the drop-down menu. If the contractor is new, you can add them to your list by clicking the Add contractor button. For more details, see our guide to the Contractors dashboard.
Work Summary
Click the Add item button to add a line item to the payable's work summary.
For each line item, enter the following details:
Description: A summary of the services provided.
Amount: The amount due for the services provided.
Rate Details
To adjust the rate, click Show rate details:
Rate: Select Fixed (default), Hourly, or Quantity from the drop-down menu. Changing the rate will prompt you to enter additional fields.
Due Date
Select the date the payable is due from the drop-down.
Additional Info
Optionally, enter a Project name, Notes, and/or PO Number (purchase order number). To upload attachments, click the Attachment button. (Note that attachments will be accessible by anyone with the invoice link. Do not include sensitive information.)
Share and Pay
Choose one of the following options to share the payable with the contractor and to schedule or send payment:
Open invoice (keep unpaid): This will leave the payable pending until it is manually approved.
Approve payment: The payable will be approved as soon as it is completed and paid on the date entered in Due date.
Pay now: The payable will be paid to the contractor's connected payout method as soon as the payable is completed.
To proceed with payable creation, click the Open invoice button at the bottom of the Create payable screen. You can also click Save & exit to keep the payable as a draft without sending it.
For questions about creating payables, please contact our Support Team.