Purchase orders · 2 min read
Record outgoing payments and manage purchase order status
Track supplier payments and understand when an order is locked.
Before you start
Confirm the supplier payment actually happened before recording it.
Step by step
Check the order
Verify the recipient, amount, approval, and current payment history.
Record the outgoing payment
Use the order’s outgoing-payment control. Enter the amount, date, method, and reference or memo, then save.
Review the remaining amount
Check whether the order is partially paid or paid. Use the Payments report’s outgoing view to review recorded supplier payments across orders.
Use status actions carefully
Review the Actions menu for approval, reopening, voiding, or deletion where available. Only drafts can be deleted; sent or approved orders may be voided when eligible.
What happens next
Outgoing payments are recorded against the purchase order. Approved, paid, partially paid, or voided orders are locked against ordinary editing.
Good to know
Recording a payment does not initiate a bank transfer. A recipient signature can also lock an order; use the supported actions rather than overwriting agreed details.
Sign in to use this feature. Available actions depend on your workspace access.