Recording vendor payment
Learn how to track payments to your vendors including amounts, due dates, and payment status.
Track payments to your vendors so you know what's been paid, what's due, and what's overdue.
Plan requirement: Pro plan
How to record a payment
- Go to Planner > Vendors, click on the vendor, and go to Payments tab
- Click Add new payment and fill in the details
- Click Save vendor
Payment statuses
- Paid - Has a "Paid on" date
- Overdue - Past due date, not yet paid
- Upcoming - Due date is in the future
- Due today - Due date is today
Tips
Set due dates. This helps you track upcoming and overdue payments from the payments dashboard.
Link to budget items. This connects your vendor payments to your overall budget tracking.
Mark as paid promptly. When you make a payment, update the "Paid on" date right away so your records stay current.