Invoices created through the inbound email system (invoices@[yoursub-domain].vlge.io, by manual add, or by the vendor through the vendor portal link will be processed through your approval process as normal. Once approved, they can be sent for payment through the integrated payables feature.
👉 Step 1: View your Bills
👉 Step 2: Click the green check to approve - or click View Details
You can also view the invoice or the details in Vlge before taking action
Once you click "Approve" you can either Mark Paid or Send for Payment.
Mark Paid: You paid this outside the system via paper check, card, auto-draft.
Initiate Payment: Send for payment using one of the following steps (Vendor Pay etc)
👉 Step 3: Send for payment
⭐️ Example 1: ACH not completed by Vendor in Vendor Account and Pay through WAB not yet enabled.
In this case, you can still send a mailed check (printed through our integration with a 3rd party and using your bank account info).
⭐️ Example 2: ACH not completed by Vendor, but Pay through WAB is enabled.
⚡️ Change the default bank account for payment
👉 Visit Financial Dashboard - Financial Settings near the bottom
➡ In Financial Approvers workflow, you can choose the payment account for Bill Pay (available for WAB accounts only)
