Send bills to accounting
Use the bills register to send bills to your accounting system.
Approved billing enabled
Choose the Bills
menu option from the left hand menu to access the approved billing register.
Then click the BILLS
button on the upper right of the screen to access the bills register.
Approved billing disabled
Choose the Bills
menu option from the left hand menu to access the bills register.
💡 The Bills menu option may have been renamed in your version of Payloader, for example it could be called:
Billing
orInvoices
.
On mobile, first click the hamburger menu icon in the top left of your screen then follow the instructions above.
Send bills to accounting
Payloader can be integrated to the following packages:-
- Xero
- Quickbooks
Configuration
Configure your accounting software
Contact our team to get your accounting software ready for Payloader.
Set accounting global settings
Navigate to accounting settings on the settings page.
- Select your accounting system.
- Enter the sales account code from your accounting software, eg 200
- Enter the purchases account code from your accounting software, eg 300
Customer ID
Each bill needs to match with a customer ID from your accounting system. See below for instruction to find the customer ID in the supported accounting packages.
Xero customer ID
Quickbooks customer ID
Enter the Customer ID from your accounting package in the corresponding profile for a project, source or destination under Accounting ID
.
Send Bills
Select the bills to send using the check-box to the left of each bill or bill line.
Click Select action
from the select-box and select Create {package} Invoice
(where {package} will be replaced with the name of your selected account software), then click the CONFIRM
button to send selected bills to your accounting system.
Payloader will save the invoice number from your accounting system and update the status of the invoice to CLOSED.