Create a payment request

IODD enables payment requests to be made from Booked bills

when you are on the invoice list. 

Invoice by invoice

You can select invoices one by one by pressing the action button next to each invoice, then select the bank account from which payment will be made.

Please note: If the action button does not appear, this means that :

• Either the invoice has already been added to the payment request.
• Or the bank details for the invoice in question are missing, in which case you need to add them to the accounting system and regenerate the export.

Please note: if there is an orange dot with an “i” next to the invoice number, this means that the invoice in question has already been included in a payment request.

the invoices will then appear on the right 

Bulk selection

you can also add all the selected invoices to the payment request by clicking on “Add all” on the right of the quick selection.

make sure that the correct account has been selected beforehand.

Please note: This function will not integrate :

• invoices with missing bank details
• invoices already included in a payment request 

Once all the invoices have been selected, you can assign the payment request to one or more other users, so that they can check, validate or simply process the payments and choose a payment date.

Then click on “Payment request”. This will create the payment request and redirect you to the “Payment requests” page.