How to pay vendor from

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .  

Listed below are the instructions on how to enter a credit memo into Follow the instructions as listed. 

         1. Log into 

        2. Click on bills > unpaid bills

        3. Select vendor bill to be paid by clicking on invoice #

         4. Inside vendor portal found correct invoice

                 a. This can be done by searching invoice number 

                    i. Click on invoice drop down

                   ii. Copy/paste invoice #

         5. Confirm invoice selected matches amount total and invoice number

         6. Click on pay bill.

         7. Confirm Payment account is TD Bank and again all amounts match 

         8. Click next.

         9. Click on authorize check box

         10. Click on Authorize

         11. Click on Done

         12. Inside click more actions < Mark as paid

         13. Review record and confirm all matches < Click Submit 

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.