Bulk Supplier Payments
Bulk supplier payments allow you to pay some or all of your outstanding invoices for a supplier at once.
Both QuickBooks Online users and Xero Accounting users have the ability to add payments to supplier invoices within the accounting application and then synchronize the information over to Dear Inventory or add payments in Dear and sync them to your accounting software. Xero users need to ensure the correct payment settings are enabled, QuickBooks Online users will sync payments automatically.
(Xero Users) Set up correct payment parameters (necessary)
Have outstanding invoices for at least one supplier (necessary)
Set up payment parameters
Before you are able to apply payments in DEAR Inventory, you will need to make sure that you have set up the right payment parameters and that payments created in DEAR Inventory can be pushed out to Xero.
To correctly set up Xero payment parameters:
Navigate to Integration -> Xero
Check that Xero Payments are either set to Synced in both ways or Pushed to Dear
Apply bulk payment
To apply the bulk payment:
Navigate to Purchase -> Bulk Payment
Select a Supplier from the dropdown menu
Select the Period you would like to view for the invoices that are due
Click Show Due Invoices
If the currency of the supplier is different to your own base currency, you will also be required to provide a Conversion Rate
Select a Payment Date
Select the Account from which the payment is to be made
Provide a reference (optional)
Enter an Amount to be paid to the supplier. The total outstanding amount is shown at the bottom of the table of outstanding invoices. The remaining unallocated payment is shown to the top right of the table.
Click Pay to confirm the payment.
- Synchronize that payment transaction by hovering the mouse over Sync and the company name and then clicking the Sync Now button.