While logged in to your account, you can click the New drop down menu in the top left corner and select Payment: Send a payment.


Sending a payment:

Preview:

Step 1: Select a company
Start off by typing in a company name. 

If you typed in a new company then three fields will popup under the company name allowing you to type in:

  • Contact's email
  • Contact's first name
  • Contact's last name
Note: If you have already sent or received a payment from this company then the email
and name will be filled in automatically.



Step 2: Create new bill
Start by clicking the Create new bill button.

Preview:

Once you click Create new bill it will show you the bill sections you will need to fill in. These sections include:

  • Due Date
  • Reference
  • Choose if amounts are tax exclusive, tax inclusive or no tax


What does tax exclusive and tax inclusive mean?
Tax exclusive means that tax is added to create the new total. Tax inclusive means that the tax is included in the total.

Example: Item costs $10.00
Exclusive Tax - $10.00 + 9.25% tax = $10.93
Inclusive Tax - $9.15 + 9.25% tax = $10.00


You can now select an item from the drop down menu. This will auto fill the sections according to your Xero item pre-defined settings; make sure these sections are filled in correctly:

  • Description
  • Quantity
  • Unit Price
  • Account 
  • Tax Rate

You can also add a description for an item, with no pre-existing item code. This will not automatically pre-fill your subsequent cells.


If you would like to add more than 1 line item then you can click the Add a line item button in the bottom left of the item table. You can add as many item lines as you need. 

Note: You also have the option to write a memo or note under the item table.


Step 3: Payment method and bank account

Now you have the option to select a payment method if you want to specify one or allow the vendor to select it later. 

  • First option is ACH (direct deposit) in which you will need to type in their routing number, account number and bank name. 
  • Second option is to send a check directly where you will need to fill in their full address. 
  • Third option is to Ask Vendor to add payment info (more below).


What if I don't have their account number and I do not want to send a check?

No problem at all. You can simply keep it as it was by selecting Ask Vendor to add payment info

Note: Once a payment has been made, Routable will remember the payment method for that company next time.



Last but not least you will need to select a bank account you would like to send this payment from. 


Sending the payment:
Click Send payment and then Confirm sending payment. You will be sent to a confirmation page. 


Why does it not allow me to select my bank account but instead say "To continue you will need to add a bank account"?

This means you have a bank account that has not been verified on Routable or has not been matched to Xero. You can not send or receive payments from a bank account that has not been verified and/or matched. Once you verify/match your bank, you will be able to continue sending a payment.

If you need help verifying your bank account you can click the link below to go to our How to verify a bank account article.

 If you need help matching your bank account to Xero you can click the link below to go to our Syncing company bank accounts article. 

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