Set an automatic payment date so Weel pays an approved invoice or reimbursement automatically on that date, as covered in How do invoices get paid on Weel?.
Before you start
- You need Owner, Admin, or Accountant permissions to edit Accounts Payable or Reimbursements by default. Custom roles may grant this differently.
- If you submitted the invoice or reimbursement, you can edit its payment date yourself as the owner, regardless of your role.
Steps
To set the automatic payment date while creating an invoice
- Open Accounts Payable and open (or start) the invoice.
- Complete the required coding fields.
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In the When section, choose Set automatic payment date and pick a date. Weel pays the invoice automatically on that date once it's approved.
- Choose No scheduled payment date instead if you don't know it yet. The invoice then sits in Ready to pay after approval, until you trigger payment yourself or add it to a batch.
- Click Save.
To change the automatic payment date on an approved invoice
You can still change the date after approval. Approving an invoice doesn't lock it in. Once approved with a payment date, the invoice moves to the Scheduled workflow stage and shows a "Scheduled for payment" status tag on its row.
- Open Accounts Payable and select the Scheduled tab.
- Open the invoice.
- In the When section, pick a new date in the Automatic payment date field.
- Click Save.
Reimbursements follow the same pattern: use the same When section and Scheduled tab in Reimbursements, whether you're still coding the reimbursement or it's already approved.