All About Payments

Using OCR to speed up payment creation

How optical character recognition (OCR) can help automate, simplify, and speed up your payment creation process

Written by Erica Melzer
Updated over a week ago

Syncing payment reference numbers to your accounting software

How to sync Check and ACH ID numbers from Routable to your connected accounting software

Written by Erica Melzer
Updated over a week ago

Syncing cross-border payments to the accounting software

Understanding Multi-Currency Sync and Base Currency sync

Written by Ashley Ancheta
Updated over a week ago

Cross-border payments and FX Gain/Loss

Understanding Multi-Currency Sync and Base Currency sync with FX gain/loss

Written by Ashley Ancheta
Updated over a week ago

Sending cross-border payments to international vendors

How to send payments to your vendors internationally

Written by Erica Melzer
Updated over a week ago

Countries you can send cross-border payments to

Countries and regions you can send payments to using Routable

Written by Erica Melzer
Updated over a week ago

Filtering and sorting your payables and receivables lists

How to quickly find payables and receivables based on custom criteria, using filters

Written by Erica Melzer
Updated over a week ago

Using bulk actions on your payables and receivables

How to use bulk actions to make updates to multiple payables or receivables

Written by Erica Melzer
Updated over a week ago

Editing payable and receivable details

How to update information about your payable or receivable after it has been created in Routable

Written by Erica Melzer
Updated over a week ago

Understanding Routable fees

How fees are calculated and charged for the different payment types

Written by Erica Melzer
Updated over a week ago

Whitelisting Routable with your bank

The steps you can take to ensure transactions from Routable do not get blocked by your bank

Written by Erica Melzer
Updated over a week ago

Adding tags to payables and receivables

Use internal data or keywords to help segment payables and receivables

Written by Omri Mor
Updated over a week ago

Exporting a CSV file of your payables or receivables history

How to export your payment history to a .CSV file from your Routable dashboard

Written by Erica Melzer
Updated over a week ago

Manage your payable settings

Payable Configurations account settings allow you to adjust how your payables are created and sent.

Written by Erica Melzer
Updated over a week ago

Using Addenda Records on Payments

How to add an addenda field when creating Bank Transfer payments

Written by Erica Melzer
Updated over a week ago

How to send a payment

A quick guide on how to send a payment

Written by Omri Mor
Updated over a week ago

How to create and not send a payment

For when you want time to review the details

Written by Omri Mor
Updated over a week ago

Using account and routing numbers to pay your vendors

How to identify if the bank account details provided by your vendor are for ACH, RTP, Wire (Domestic), or Wire (International)

Written by Erica Melzer
Updated over a week ago

Video: Send payments using your Routable Balance

A quick video tutorial on how to send payments using the Routable Balance with a faster delivery time.

Written by Jess Morales
Updated over a week ago

How to request payment / send an invoice

A quick guide on how to request a payment

Written by Omri Mor
Updated over a week ago

One-time Customer Verification

Verifying one-time Customers for large ACH payments.

Written by Omri Mor
Updated over a week ago

How to create and not send an invoice

For when you want time to review the details

Written by Omri Mor
Updated over a week ago

Bank Transfer payment delivery options

What Bank Transfer payment delivery options are currently supported in Routable

Written by Erica Melzer
Updated over a week ago

Bank Transfer transaction limits

Covering the maximum amounts that can be sent through a Bank Transfer

Written by Erica Melzer
Updated over a week ago

Check payment delivery options

What check payment delivery options are currently supported in Routable

Written by Erica Melzer
Updated over a week ago

Check transaction limits

Covering the maximum amounts that can be sent with a check

Written by Omri Mor
Updated over a week ago

Viewing Check Transaction Details

How to view the transaction details for a Check payment

Written by Erica Melzer
Updated over a week ago

Viewing Bank Transfer transaction details

How to view the transaction details for a Bank Transfer

Written by Erica Melzer
Updated over a week ago

Initiating pending payments to your vendors

How to initiate Bank Transfers and check payments with a Pending status in Routable

Written by Ashley Ancheta
Updated over a week ago

Why am I getting an error when trying to update a payment?

The cause and next steps when you get an error trying to cancel or mark a payment as externally paid

Written by Ashley Ancheta
Updated over a week ago

Marking a payable or receivable as externally paid

How to update a payment status to completed if it was paid outside of Routable

Written by Ashley Ancheta
Updated over a week ago

Creating partial payments

How to create multiple payments on a single bill or invoice in Routable

Written by Ashley Ancheta
Updated over a week ago

Can I make or receive a payment with a Credit Card?

Are you able to use credit cards on Routable?

Written by Omri Mor
Updated over a week ago

Canceling a payable or receivable

How and when you can cancel a payment after it’s been created

Written by Ashley Ancheta
Updated over a week ago

How checks are formatted when they are issued to vendors

What do checks look like for my vendors?

Written by Omri Mor
Updated over a week ago

Why paying over $100,000.00 requires additional verification?

Verifying your identity for large ACH payments.

Written by Omri Mor
Updated over a week ago

Why was my payment method previously added?

A quick guide explaining the appearance of your saved payment method, and how it was added

Written by Omri Mor
Updated over a week ago

What does my payable status mean?

Understanding your status timeline

Written by Omri Mor
Updated over a week ago

Why you can't send payments to your own team members

Written by Omri Mor
Updated over a week ago

What does my receivable status mean?

Understanding your status timeline

Written by Omri Mor
Updated over a week ago

Supported File Types

An overview of the different file types that are accepted within Routable

Written by Omri Mor
Updated over a week ago