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How do I set the automatic payment date?

  • Updated

The automatic payment date determines when Weel will pay an approved invoice. Updating this date gives you control over when payments are processed. 

You will need Admin access to update payment dates. 

To set the automatic payment date for Accounts Payable

  1. Open Accounts Payable.

  2. Upload your invoice and code it

  3. Under the When section, select a date in the Automatic payment date field. Setting this means that Weel will pay the invoice automatically on the date you choose. 

    • If you don't yet know your date, select No scheduled payment date where once the invoice is approved, the invoice moves to Ready to pay tab where you can trigger payment when you're ready, or add it to a batch payment.

  4. Click Save