All About Payments

Filtering your payables and receivables lists

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

Written by Erica Melzer
Updated this week

Using bulk actions on your payables and receivables

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

Written by Lesley Yarbrough
Updated this week

Editing payable and receivable details

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

Written by Lesley Yarbrough
Updated this week

Understanding Routable fees

How fees are calculated and charged for the different payment types

Written by Lesley Yarbrough
Updated this week

Whitelisting Routable with your bank

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

Written by Lesley Yarbrough
Updated this week

Adding tags to payables and receivables

Use internal data or keywords to help segment payables and receivables

Written by Omri Mor
Updated this week

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 Lesley Yarbrough
Updated this week

Using Addenda Records on Payments

How to add an addenda field when creating ACH payments

Written by Lesley Yarbrough
Updated this week

How to send a payment

A quick guide on how to send a payment

Written by Omri Mor
Updated this week

How to create and not send a payment

For when you want time to review the details

Written by Omri Mor
Updated this week

Using account and routing numbers to pay your vendors

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

Written by Lesley Yarbrough
Updated this week

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 Beatriz Fonseca
Updated this week

How to request payment / send an invoice

A quick guide on how to request a payment

Written by Omri Mor
Updated this week

One-time Customer Verification

Verifying one-time Customers for large ACH payments.

Written by Omri Mor
Updated this week

How to create and not send an invoice

For when you want time to review the details

Written by Omri Mor
Updated this week

ACH payment delivery options

What ACH payment delivery options are currently supported in Routable

Written by Lesley Yarbrough
Updated this week

ACH transaction limits

Covering the maximum amounts that can be sent through an ACH transfer

Written by Omri Mor
Updated this week

Check payment delivery options

What check payment delivery options are currently supported in Routable

Written by Lesley Yarbrough
Updated this week

Check transaction limits

Covering the maximum amounts that can be sent with a check

Written by Omri Mor
Updated this week

Viewing Check Transaction Details

How to view the transaction details for a Check payment

Written by Lesley Yarbrough
Updated this week

Viewing ACH Transaction Details

How to view the transaction details for an ACH payment

Written by Lesley Yarbrough
Updated this week

Initiating pending payments to your vendors

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

Written by Ashley Ancheta
Updated this week

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 this week

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 this week

Creating partial payments

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

Written by Ashley Ancheta
Updated this week

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 this week

Canceling a payable or receivable

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

Written by Ashley Ancheta
Updated this week

Can I send payments to Canada or Internationally?

Written by Omri Mor
Updated this week

How are Checks formatted when they are issued to Vendors?

What do checks look like for my vendors?

Written by Omri Mor
Updated this week

Why paying over $100,000.00 requires additional verification?

Verifying your identity for large ACH payments.

Written by Omri Mor
Updated this week

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 this week

What does my payable status mean?

Understanding your status timeline

Written by Omri Mor
Updated this week

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

Written by Omri Mor
Updated this week

What does my receivable status mean?

Understanding your status timeline

Written by Omri Mor
Updated this week

Supported File Types

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

Written by Omri Mor
Updated this week