The Contractors > Contractor summary page displays a list of contractors with invoices ready to pay.
Invoices will appear here after the money has been deducted from the landlord's balance to cover the payment (included in ledger and statement) and will remain here until they are marked as paid.
Note: The system can be updated to show all contractor invoices (including where the money has not been collected from landlords yet) on the contractor summary. Please contact the Financial support team for further information.
1. Generating a remittance
Navigate to Contractors > Contractor summary
Locate a contractor to be paid
Click on the dropdown arrow icon (located on the left-hand side) - this will expand the row and display each invoice associated with the contractor
Within the Select column, tick each invoice that is to be paid (Note: the items selected here will be included in the remittance document and payment)
Within the PDF column, click on the document icon
The document date defaults to today's date but can be amended if required
Click on Generate - the PDF remittance will open in a new browser tab, and a pre-populated email to the contractor will open that contains a link to the generated remittance
2. Paying the contractor
Once the above steps have been completed, and the remittance reviewed and sent, follow the below steps to pay the contractor.
Click on the tick icon within the Pay column
If these items are to be added to the BACS schedule, ensure Add payment to BACS schedule is ticked
Click Pay contractor - the selected items will now be added to your BACS schedule (if the above-noted option was ticked)
To view the newly added payments, select BACS schedule from the top right corner. From the BACS schedule page, users can generate a BACS file by clicking on Create BACS schedule from the top right corner. This file can then be uploaded to the bank, or the account details used to make the payments manually through the bank.
Note: Once payments have been made, the corresponding items on the BACS schedule must be marked as complete. To do so, click on Mark all as complete from the top right (to complete all open items) or click the tick under the Complete column (to complete individual items).