How do I make an invoice payment?

There are three ways to make an invoice payment in Weel:

1. By emailing the invoice to your Weel inbox with your custom email address

2. By clicking on Make a payment on the Accounts Payable page

3. By importing your bills from Xero

To email an invoice into Weel with your email address

1. Ensure you have your Invoice downloaded onto your desktop. To avoid invoices being created from email signatures Weel only accepts PDF files through email-in.

2. Open the Accounts Payable page

3. Click your email address to copy it

4. Open your own email inbox

5. Compose a new email from scratch using the email address as the recipient

6. Attach the invoice from step 1 and click send

7. Weel will automatically extract the invoice details and create an invoice payment for you

8. Double check the information automatically extracted into the following fields:

   1. Supplier details (including bank details like BSB and account number). If the supplier already exists, Weel will attempt to match it to your existing contact.

   2. Invoice number

   3. Amount

   4. GST

   5. Invoice date

   6. Due date

9. Select an Automatic payment date. Weel will automatically pay the invoice for you on this date.

10. Select the Budget you need the invoice to be paid from

11. Assign a Category to the invoice

12. Complete any other fields required for the invoice

13. Click Save

You can also share your custom email address with your suppliers to receive your invoices directly into Weel.

To make a payment from the Accounts Payable page

1. Click the Make a payment button

2. Upload your invoice via the following options:

   1. Drag and Drop

   2. Choose a file

   3. Or click I don’t have an invoice

3. Weel will automatically extract the invoice details for you

4. Double check the information automatically extracted into the following fields:

   1. Supplier details (including bank details like BSB and account number). If the supplier already exists, Weel will attempt to match it to your existing contact. 

   2. Invoice number

   3. Amount

   4. GST

   5. Invoice date

   6. Due date

5. Select an Automatic payment date. Weel will automatically pay the invoice for you on this date.

6. Select the Budget you need the invoice to be paid from

7. Assign a Category to the invoice

8. Complete any other fields required for the payment

9. Click Save

To import bills from Xero

1. Click Import from Xero

2. All bills in Xero ready for payment will import into Weel with all details populated into the coding required stage

3. Complete any missing supplier details from the bill in Xero (please note: these will not sync back to the bill in Xero)

4. Select an Automatic payment date. Weel will automatically pay the invoice for you on this date.

5. Select the Budget you need the invoice to be paid from

6. Click Save

Please note, if you are a budget approver and create an invoice payment it will be automatically approved for payment. Otherwise, your invoice will need to be approved by an approver before it is paid.