Collaborate on Reimbursement Invoice Template for Facilities with Ease Using airSlate SignNow

Reimbursement invoice template for Facilities

now that you are in your invoice Gateway account you will want to add a payment method so that you can begin utilizing our service to pay your invoices to get started click on the settings tab when the settings tab opens up click on the payment settings link on the left side menu once in the payment settings you will see the ability to review your payment accounts and your payment options we are going to focus on the payment accounts first below the table you will see two buttons add bank account and add credit card this allows you to set up the payment methods you would like to use to make your payments let's click on ADD bank account and get started you'll want to have one of your checks handy so that you can correctly enter your banking information after I've clicked the add Bank Account button I am taken to the ad bank account workflow the first first thing I can do is to change the friendly name on my account to something different but by default we will set it to my bank account I will then fill out the remaining Fields with the information from the check I have in front of me when I click into each of the fields I will get a popup on the right hand side of the screen giving me more information about what is being looked for in these fields for the routing number and account number fields we will provide you with a sample check with the fields labeled so you can be certain that you are are entering the correct information once the form is filled out you will need to assign the payment method to at least one group on your account if we were setting up a new group we could do that from this screen with the add group button on the right at this time we only have the default group setup so we will make that our selection we will cover adding groups in a later video now that your form is completed just click on Save and your bank account is all set up you can now start using this bank account to make payments to your invoices in your invoice Gateway account after my payment method is saved I can click onto payment options to determine how I would like paid invoices to be handled by default we will automatically close any documents that are paid in full if for some reason I would like to keep them open and manually move them to the closed page I can just unclick the check box once I do this my decision is automatically saved but I can come back here at any time to change the setting now that we have a payment method set up it's time to make a payment let's return to our open invoices by clicking on the open tab click on the check boxes next to the invoices you wish to pay you can pay invoices one at a time or multiple invoices at once once you have selected the check boxes click on the pay invoices button next to the total balance field at the top of the page you are now in the payments workflow by completing this flow you will make payments towards your selected invoices the first page you are brought to in the flow is the payment Details page on this page you can choose the payment account you would like to use to make your payment and the date you would like to apply the payment if I'm going to use my bank account to make a payment it is important to note that payments made after 3:00 p.m. eastern time will be scheduled for the next business this day unless a different date is chosen once I've selected my payment account and date I can review the information on the invoice and enter the amount I would like to pay in the payment amount field at the far right of the screen by default we will populate the open balance in this field if you choose to pay an amount different from what you currently owe whether it's an underpayment or an overpayment you will get a popup window that will prompt you to supply a reason why you are paying how you are paying click on the Arrow underneath the reason field and choose the reason for your payment after you have completed the form click on Save once you have completed the payment Details page which may include the popup click on the next button in the bottom right hand corner of the screen this brings you to the authorization screen on this page you have the chance to make sure that all the entered information is correct if your payment amount payment account account or payment date are incorrect click on the back button to go back to the payment details screen to make changes if everything is correct click the authorized button in the bottom right once you click the authorized button you reach the confirmation page and your payment has been submitted you can print a copy of your confirmation for your records or just click the done button to return to the open tab if for some reason you need to cancel a future payment this can be accomplished on the payment history tab navigating to the payment history tab you will see all of your completed and pending payments any payment that has a status of scheduled will have modify and cancel available underneath the action column the modify link allows you to cancel out part of a transaction where you paid multiple invoices if you wish to cancel the payment outright click on the cancel link