The example
The steps below use a sample distributor, Lone Star Industrial Supply. Your customers, items and numbers will differ; the page and the fields won’t.
It's payment day. Pay every vendor invoice due by Friday, March 6 (tomorrow), no more.
Use Suggest Vendor Payments in the Payment Journal, check the lines, and post them.
Step by step in Payment Journals
- 1.
Search for Payment Journals with the magnifying glass at the top, and open it.
- 2.
Choose Suggest Vendor Payments... on the action bar. Its request page opens.
- 3.
Set Last Payment Date to 03/06/2026, tomorrow.
It starts at today. Invoices due tomorrow would miss this run and go past due before the next one.
- 4.
Choose OK. Two lines appear: INV-60591 and 592672. C-49443 is not due yet, so it was left out.
- 5.
Check the amounts, then choose Post.
- 6.
Choose Yes to post the journal lines.
Mistakes that cost money
These are the checks Simetta’s scored test makes on this task, and what each mistake costs a distributor when it happens for real.
Due invoice not paid
The invoice goes past due before the next check run. The vendor calls, adds a late fee, and can put the account on hold.
Paid before it was due
Paying ahead of the due date, with no discount for it, gives up cash the business could have kept for weeks.
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