Processing Items from Inbox
There are multiple options when processing a document from the PayMaker Inbox.
Create a new
- Vendor credit
- Enter a document for a vendor
Add to an existing
Scan multiple invoices for different vendors all at once. Separate them as you create bills:
- Click Enter bill
- Click Attach all pages
- By default all pages will be associated unless this selection is changed
- Check Include this page for each page to associate to the current bill
Tip: Have additional inbox items related to a recently created bill? Click the more options dots and select Recent Entities to quickly associate it to one of the last 5 most recently created bills.
Delete Inbox items
Select one or multiple items to delete all at once by clicking the trash can icon.
Delete a page from a multi-page document
Enter the page number to delete and click the trash can icon to delete the page.
Delete an attachment
Don't need an attachment, click the trash can icon on the attachment.