Bill Pay
Add, code, approve and pay invoices, receipts and credit notes.
47 articles
Managing documents
Edit, lock, archive and keep track of the documents in your account.
- Keyboard shortcuts in Corpay OneCorpay One supports a range of keyboard shortcuts that make handling your documents much more efficient.
- Automatic archiving of documentsLearn how to set up rules for archiving documents automatically.
- How to mark an invoice as paidLearn how to mark an invoice as paid to move it to the Paid tab and skip paying it in Corpay One.
- How to change the due date on a documentLearn how to change the due date on a document.
- How to archive a documentArchiving lets you remove documents from your overview and still find them later using a filter.
- How to change the document type of a documentThis article explains how to convert a document from one document type to another.
- How to change a document's invoice amount and/or currencyIn this article you'll learn how to change the invoice amount and/or currency of a document.
- How to cancel a documentIf you regret adding a document to Corpay One, you can easily cancel it again — as long as it hasn't been paid.
- What does each document status mean?Your documents can have different statuses in Corpay One. Here's what each one means.
- How to search and filter your documentsIn this article you'll learn how to find your documents using search and filtering.
- How to lock a documentYou can lock a document to prevent other coworkers from changing the document's data.
- How to export document data from Corpay One to a .CSV fileCreate reports based on your Corpay One document data by exporting it in a few clicks. This article shows you how.
- How to open a documentIn Corpay One you can easily view the original file or image for your documents — this article shows you how.
- The tabs on your documentsThis article explains what the tabs on your documents contain.
- How to change an invoice's payment amountIn this article you can learn how to change the payment amount on an invoice.
- How to change the payment method on a documentA guide to manually changing the payment method on documents in Corpay One.
- How to change the vendor on a documentThis article describes how to change the vendor that was captured on a document.
- I've submitted a bill on its due date. What will happen?It's no problem to add an invoice on its due date, but if you're too late in the day, the payment won't be completed until the following day.
- Handling duplicates in Corpay OneCorpay One makes it easy to avoid duplicate payments by detecting duplicate documents - here is how it works.
- Exporting payment files in XML formatThis feature lets you export payments either at the invoice level or as a single batch.
- Bill PayBill Pay is the foundation of Corpay One and automatically reads all the necessary information from your documents.
Adding and capturing documents
Every way to get a document into Corpay One, and how the data is read from it.
- How do I add documents?A general overview of the ways you can add documents to your company account.
- What type of documents can I add to Corpay One?Read about the types of documents Corpay One can process.
- What information is scanned from your documents?An overview of the information Corpay One scans from your documents and can transfer to your ERP system.
- What is Send & Scan?Learn what Send & Scan is and how to use it to receive your company's documents directly in Corpay One.
- Receive invoices via your EAN numberHow to receive electronic invoices in Corpay One via your company's EAN number.
- What happens when a document is added to Corpay One?Read about what happens when a document is added to your company account in Corpay One.
- Which invoices can be received via EAN?A full overview of the invoice types you can receive via EAN in Corpay One.
- What information must my documents have to be processed?Your documents must contain a minimum amount of information before Corpay One can analyze them - here is the overview.
- How to handle emails in Corpay OneWhen emails are sent to your company’s Send & Scan address, they end up in Bill Pay. Read more about emails here.
Coding documents
Categories, departments and line item coding so entries land correctly in your accounts.
- How to turn on automatic line item capture for a vendorLearn how to turn on automatic line item capture for your vendors in a vendor's settings.
- How to delete a labelThis article explains how to delete a label from a list.
- Categorizing expenses in Corpay OneThere are several ways to categorize your company's documents - here's an overview.
- Line items: how to split a document into several linesYou can select several categories, departments, projects and more for a single document, so you can for example code it to several accounts.
- Set list visibilityLearn how to choose which lists are shown on which document types.
- What are lists?An overview of what lists are and how you can use them in Corpay One.
- How to limit which categories coworkers can choose on reimbursementsShow only the categories your coworkers need, so it is easy for people outside finance to code a reimbursement correctly.
Reimbursements
Let coworkers submit out-of-pocket expenses and get reimbursed.
- Reimbursements tabs explainedGet the full overview of the tabs on a coworker expense report.
- How to add reimbursements (on smartphone)Get started quickly with getting your reimbursements paid through Corpay One on your smartphone.
- How to get paid for an employee reimbursement (on the web)Get started quickly with getting your reimbursements paid through Corpay One on the web, with a link to a more in-depth guide at the bottom of the article.
- Bill Pay ReportingHow to use the Bill Pay Reporting feature to generate and download reports.
- How to use Corpay One for reimbursementsIn Corpay One, you and your coworkers can easily record and pay reimbursements. Learn more in this article.
- All about receiptsEverything worth knowing about handling receipts in Corpay One.
- How to approve coworker reimbursements in Corpay OneLearn how coworkers add reimbursements to Corpay One, and how you approve their expense reports so they get paid.
- How to set up Corpay One to support receiptsLearn how to set up Corpay One yourself so that it supports receipts.
- Handling reimbursements in foreign currencyThis article describes how you can handle reimbursements in foreign currency automatically.
Credit notes
Register and match credit notes against the original invoice.