How to create and not send a payment

If you want to create a payment but not yet send it to your vendor, Routable gives you that option.

Click the +New menu on the left-navigation and select Payment to begin creating your payment. 

Enter in the name of an existing vendor and select the contact you'd like to receive this payment notification.

You can also create a new vendor here by typing a name. The system will prompt you to add a company contact's email and name. 

Once you've selected an existing vendor or created a new vendor, enter in your payment information as you normally would.

When you reach the Request details section > When should this payment be sent?, choose Skip scheduling for now. 

On the payable's overview page, click Send payment at the upper-right when you're ready to schedule or initiate the payment.

(A) Confirm the bank account you'd like to send the payment from and (B) the date you'd like this payment to be sent on. You can send it on the same day or schedule it for a day of your choice in the future. 

Click Send payment to initiate or schedule the payment. Funds will be withdrawn on the send date - "today" or a future date - and your payment will process normally, notifying your contact.