Record Payments

Here is how to record Vendor Bill Payments in Bionic for Agencies.

Once you have set up at least one bill inside an order, you are able to apply payments to this bill. The payments will reflect the payment details made to the vendor.

In this article, we'll cover how to:

1. Create a Payment

2. Add Payment Details

Create a Payment

Here's how to record a payment in Bionic:

1. In the Order you wish to record a payment, click on the Finance Tab.
2. Click on the Add Payment button at the top of the of the finance tab or next to the applicable service period bill.

Add Payment Details

When adding a payment, much of the information will automatically populate.

Here's how to add payment details:

1. Select Vendor. If adding payment within the Order, this will automatically populate the vendor used for this order.
2. Update Payment Date. This is the date to which the payment should be recorded as being paid. This will default to today.
3. Select the Payment Method from the menu: ACH, Check, Credit Card, Wire Transfer
4. Enter the number of the Payment Reference based on the payment method.
5. Place a check mark next to each Bill you want to apply a payment to. If you added the payment from the bill line, that bill will be automatically selected. You may select additional bills if you are paying more than one with the same payment.
6. Press Create.

Once completed, the Finance tab will update with the payment information updated.

Next Steps:

• Set Payments Custom Fields