Paying An Invoice
Payments are initiated through the Accounts Payable center. To initiate a payment of any type, first navigate to Accounts Payable by using the left-hand navigation bar, or follow this link: app.inbuild.ai/accounts-payable
If you have not yet setup your account for electronic payments, please contact your account manager or [email protected].
Single Invoice Payment
To initiate a payment on a single invoice, find and open the document you wish to pay. In the invoice details pane, navigate to the Payment tab.
Once here, you can select your proffered Payment Type. To learn more about the differences in payment types, see below.
Once you have selected your Payment Type, click Next and proceed to follow the on-screen instructions for initiating your payment.
Bulk Invoice Payment
Invoices can be paid in bulk through the accounts payable center. This is especially helpful when paying a number of invoices to the same vendor. This can be done in two ways:
Append existing payment details to the relevant invoices for record keeping purposes. This DOES NOT initiate a transfer of funds. This is useful for payments made in other platforms (like QuickBooks) and keeping record in inBuild.
Initiating electronic payments to the vendors of selected invoices. This will send funds directly via ACH or check depending on the vendor's desired payment method.
Enter Manual Payment Details
To enter details for payments made outside of inBuild, follow these steps. This will not initiate a transfer of funds to the selected vendors.
☑️ Select all of the invoices to be paid
Click the 🔽 Options dropdown
Choose the option to 📝 Edit Selected
Under the Payment header choose Enter Manual Payment
Fill out the payment details and click ⏩ Add
Initiate Bulk Payout (Transfer Funds)
To initiate a bulk payment for a number of invoices, follow the steps below. This WILL initiate a transfer of funds, and only has a short window of opportunity to be refunded.
☑️ Select all of the invoices to be paid
Click the 🔽 Options dropdown
Choose the option to 💲 Bulk Pay Bills
Choose your desired Payment Method
Fill out the payment details
Payment Types
Manual Payment
This payment type is to enter details against the invoice when a payment has been made elsewhere. Use this payment type to store payment information alongside an invoice within inBuild. This payment type will NOT initiate a funds transfer and can be made even if your account does not support electronic payments.
Card
Initiate a payment directly from a credit or debit card. This WILL initiate a transfer of funds to the vendor on the selected invoice(s). To use the card payment option, please setup electronic payments with your account manager or contact [email protected].
Bank Transfer
Initiate a payment directly from a connected bank account. This WILL initiate a transfer of funds to the vendor on the selected invoice(s). To use the card payment option, please setup electronic payments with your account manager or contact [email protected].
Manage Payment Methods
To manage your account payment methods visit your account settings. app.inbuild.ai/settings/payment-methods
FAQs
How long do payments take?
How long do payments take?
Standard ACH can take 3-5 business days to post to a vendor's account. Next-day ACH will typically post next day as long as the payment is made before 1pm EST. Mailed checks can take 3-7 business days depending on location and mailing service availability.
How can I cancel a payment or get a partial refund?
How can I cancel a payment or get a partial refund?
Contact [email protected] as quickly as possible for assistance.