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All About Payments
All About Payments
How payables and Receivables work at Routable
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41 articles in this collection
Written by
Omri Mor,
Ashley Ancheta,
Erica Melzer
and 1 other
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
General
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
Payables
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
Receivables
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
Payment methods
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 Payment Details
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
FAQs
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