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This guide has been reviewed against our global client base and classed as relevant to all regions

A supplier's company record should be used to identify if a supplier invoice has been paid

The landlord or tenant record may identify that it has been paid from the landlord or tenant account, but it will not display the details of if/when it has been paid from the bank

1. View transactions

From the company record:

  • Click the Supplier Details tab

  • Beside Payments and Terms, click Transactions

2. Filter the screen

There are various options to filter the screen to locate the invoice, depending on the information you have to hand

  • Select the relevant column to apply the filter

 Filter by invoice number
 Filter by property address

3. Locating the invoice

The original invoice will have the type of Landlord/Tenant Works Order

  • The Unallocated column represents the unpaid balance

  • Any payments towards this invoice will be shown in the Type column as Works Order Payment 



4. Check if the supplier been sent funds

  • Right-click on the Works Order Payment

  • Select Show payment details


In the Payments screen:

  • Red cross indicates that the payment has not yet been released to the supplier

  • Green tick indicates that the payment has been made
    The date and payment method is also shown

5. Printing payment details

  • If required, highlight/select a paid invoice (i.e. one shown with a green tick) and click Print

  • This will display further options to assist your supplier with locating the payment if required


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