Pay When Paid

Set up a Terms Id for Pay When Paid

Apply to – This must be Vendor. If Vendor is not selected, the Pay When Paid Discount Type is not an option.

Discount Type – Pay When Paid

Enter vouchers using the Pay When Paid terms.

Pay When Paid

Linking and Unlinking Documents

Using Pay When Paid Link Assistant or Pay When Paid Link Entry, open vouchers or credit adjustments with a terms discount type of pay when paid are linked to open invoices of Open Item customers. Both screens provide selection criteria to search for pay when paid documents or invoices. Pay When Paid Link Assistant searches linked and unlinked vouchers, credit adjustments, or invoices. Pay When Paid Link Entry searches only linked vouchers, credit adjustments, or invoices. In addition, the link between a pay when paid voucher or credit adjustment and its related invoice can be deleted in Pay When Paid Link Entry.

Note: The link between a project related pay when paid terms voucher or credit adjustment and its related invoice generated in Flexible Billings is created automatically when the invoice is posted in Invoice and Adjustment Posting if the project’s allocation method is set to Full Detail.

To search pay when paid terms documents and open invoices in Pay When Paid Link Assistant:1. Open Pay When Paid Link Assistant.2. Type any combination of Vendor ID, Reference Number, Subcontract, or Project. If selection criteria is not entered, all unlinked pay when paid terms documents will display in the Pay When Paid Documents grid when Search/Refresh is clicked.3. Select to display linked and unlinked pay when paid terms documents, only unlinked pay when paid terms documents, or only linked pay when paid terms documents.4. Type any combination of Customer ID, Invoice Number, or Project. If selection criteria is not entered, all unlinked open invoices will display in the Invoices grid when Search/Refresh is clicked.5. Select to display linked and unlinked invoice documents, only unlinked invoices, or only linked invoices.6. Click Search/Refresh to display the pay when paid terms documents and invoices matching the selection criteria.

To link a pay when paid terms document to an open invoice in Pay When Paid Link Assistant:1. Open Pay When Paid Link Assistant.2. Type any combination of Vendor ID, Reference Number, Subcontract, or Project. 3. Select to display only unlinked pay when paid terms documents.4. Type any combination of Customer ID, Invoice Number, or Project. 5. Select to display only unlinked invoices.6. Click Search/Refresh to display the pay when paid terms documents and invoices matching the selection criteria.7. Click the detail line in the left grid that contains the pay when paid terms document to be linked.8. Click the detail line in the right grid that contains the invoice to be linked to the pay when paid terms document.9. Click Link Documents.10. Click Save on the toolbar and exit the screen.

To search linked pay when paid terms documents or linked open invoices in Pay When Paid Link Entry:1. Open Pay When Paid Link Entry.2. Type any combination of Vendor ID, Reference Number, Subcontract, Project, Customer ID, Invoice Number, or Project. 3. Click Search/Refresh to display linked pay when paid terms documents and invoices matching the selection criteria.

To link a pay when paid terms document to an open invoice in Pay When Paid Link Entry:1. Open Pay When Paid Link Entry.2. In the grid, type the Vendor, Document Type, Reference Number, Customer, Invoice Number, and Document Type.3. Click Save on the toolbar and exit the screen.

To unlink a pay when paid terms document from an invoice in Pay When Paid Link Entry:

Pay When Paid

1. Open Pay When Paid Link Entry.2. Type any combination of Vendor ID, Reference Number, Subcontract, Project, Customer ID, Invoice Number, or Project to display the linked pay when paid terms document and its related open invoice in the Pay When Paid Documents grid when Search/Refresh is clicked.3. Click Search/Refresh to display the linked pay when paid terms document and its related invoice.4. Click on the line in the grid.5. Click Delete on the toolbar.6. Click Save on the toolbar and exit the screen.