While logged in to your account, you can click the New drop down menu in the top left corner and select Payment: Send a payment.

Sending a payment:

Step 1: Select a company
​Start off by typing in a company name. 

If you typed in a new company then three fields will popup under the company name allowing you to type in:

• Contact's email

• Contact's first name

• Contact's last name

Note: If you have already sent or received a payment from this company then the email
and name will be filled in automatically.

​Step 2: Create new bill
​Start by clicking the Create new bill button.

Once you click Create new bill it will show you the bill sections you will need to fill in. These sections include:

• Due Date

• Reference

• Choose if amounts are tax exclusive, tax inclusive or no tax

​What does tax exclusive and tax inclusive mean?
​Tax exclusive means that tax is added to create the new total. Tax inclusive means that the tax is included in the total.

Example: Item costs $10.00
Exclusive Tax - $10.00 + 9.25% tax = $10.93
Inclusive Tax - $9.15 + 9.25% tax = $10.00

You can now select an item from the drop down menu. This will auto fill the sections according to your Xero item pre-defined settings; make sure these sections are filled in correctly:

• Description

• Quantity

• Unit Price

• Account 

• Tax Rate

You can also add a description for an item, with no pre-existing item code. This will not automatically pre-fill your subsequent cells.​

If you would like to add more than 1 line item then you can click the Add a line item button in the bottom left of the item table. You can add as many item lines as you need. 

Note: You also have the option to write a memo or note under the item table.

Step 3: Payment method and bank account
Now you have the option to select a payment method if you want to specify one or allow the vendor to select it later. 

• First option is ACH (direct deposit) in which you will need to type in their routing number, account number and bank name. 

• Second option is to send a check directly where you will need to fill in their full address. 

• Third option is to Ask Vendor to add payment info (more below).

What if I don't have their account number and I do not want to send a check?

No problem at all. You can simply keep it as it was by selecting Ask Vendor to add payment info. 

Note: Once a payment has been made, Routable will remember the payment method for that company next time.​Last but not least you will need to select a bank account you would like to send this payment from. 

Sending the payment:
​Click Send payment and then Confirm sending payment. You will be sent to a confirmation page. 

Why does it not allow me to select my bank account but instead say "To continue you will need to add a bank account"?

This means you have a bank account that has not been verified on Routable or has not been matched to Xero. You can not send or receive payments from a bank account that has not been verified and/or matched. Once you verify/match your bank, you will be able to continue sending a payment.

If you need help verifying your bank account you can click the link below to go to our How to verify a bank account article.

If you need help matching your bank account to Xero you can click the link below to go to our Syncing company bank accounts article.