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From the Accounting and Finance Module, select the 'Make Payment' button under the Disbursements heading. It will give you the option to Pay now or Pay later. If you are deferring the payment to your Accounts Payable department, select the Pay later option.
Otherwise, for credit card, cheque or other payments, select the pay now option. From the Disbursements Register, the Pay Now or Pay Later buttons are at the top of the screen, under the menu bar.
Note: Anticipated disbursements are not required in Wise Owl Legal because we have a full functioning accounts payable module.
Depending on which option you select, the account field will auto fill accordingly. You will then need to fill in the required fields. The first field, Pay to Contact is the supplier or vendor that you made the purchase from.
If this is a contact that had been set up, their details will auto-fill to the pay to name and pay to address fields. The date field will default to today's date.
Ensure you thoroughly check all the options are ticked and filled out correctly. The tax code will auto-fill dependent on which Item you choose.
It is very important to put the amount into the right field depending on if it is a tax inclusive or exclusive amount.
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