In Routable, there are two ways to mark a payment as externally paid:

  1. When creating a payable or receivable

  2. After a payable or receivable has been created

On the payable or receivable creation page, you can record a transaction that has been externally paid.

Record a new payable as paid

  • Navigate to the left side panel, and click New > Payment from the drop down menu

  • Fill out the details in section 1️⃣ Pay to and 2️⃣ What for.

  • In section 3️⃣ Payment details, navigate to the top right of that box and click the Mark as paid button. (🎥 GIF)

  • Enter the payment details and then click the Record payment button on the bottom right of the screen.

  • Finally, confirm the details of the payable by clicking the Confirm payment button.

  • A message will appear, confirming that the payment was recorded as paid. (📸 Screenshot)

Record a new receivable as paid

  • Navigate to the left side panel, and click New > Request from the drop down menu

  • Fill out the details in section 1️⃣ Invoice to and 2️⃣ What for.

  • In section 3️⃣ Request details, navigate to the top right of that box and click the Mark as paid button. (🎥 GIF)

  • Enter the request details and then click the Record invoice button on the bottom right of the screen.

  • Finally, confirm the details of the payable by clicking the Confirm invoice button.

  • A message will appear, confirming that the payment was recorded as paid. (📸 Screenshot)

If the payment was submitted and now has a status of either Pending, Ready to send, or Scheduled in Routable, and then the payment was paid externally, you can update the status by clicking the Mark as paid button on top of the conversation thread.

Marking an existing payable as paid

  • Head to the receivable you would like to update and mark as paid.

  • At the top of the conversation thread, click the Mark as paid button.

  • A right side panel will slide out, where you will add your payment details and confirm to mark the bill as paid.

  • After confirming, navigate to the thread details to the right of the page. Under Payable > Status timeline, you should see the status update to Completed with a note Paid outside Routable… (📸 Screenshot)

Marking an existing receivable as paid

  • Head to the receivable you would like to update and mark as paid.

  • At the top of the conversation thread, click the Mark as paid button.

  • A right side panel will slide out, where you will add the payment details and confirm to mark the invoice as paid.

  • After confirming, navigate to the thread details to the right of the page. Under Receivables > Status timeline, you should see the status update to Completed with a note Paid outside Routable… (📸 Screenshot)

How data in Routable syncs with your accounting software integration

Currently, when creating payments, Routable pushes updates one way: from Routable to your accounting software.

  • ✅ Routable → Oracle NetSuite | QBO | Xero

After a payment has been created, it is not currently possible to update a bill or invoice in your accounting software and have that update sync back to Routable.

  • 🚫 Oracle NetSuite | QBO | Xero → Routable

If, for example, you update a bill in QBO from pending to paid, this creates a status conflict with our system, and you will get an error in Routable if you try to make an update to the payment.

⭐️If you are bumping into an error after attempting to mark a payment as paid, it’s possible that there is a record mismatch. Get in touch with our Support team if you need a hand with that.

Have more questions about updating the status of a payment? Send our Support team a note!

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