Use the Individual Payment Form for One Time Check Payments

Overview

Use the Individual Payment Form to create one time check payments for non vendors.

• This form does not require a full vendor setup.

• It pulls payee information from the Individual Payee table.

• If Auto Pay is enabled, the form can issue a physical check.

• This form does not support ACH payments.

When to use this form

We recommend using the Individual Payment Form for non recurring customers or vendors.

Use this form when a one time payment is needed and a full vendor record is not required.

Required form access

To use this process, the following forms must be available in the Purchasing Module through user permissions:

• Individual Payee Form
• Individual Payment Form

If these forms are not visible, your administrator may need to update permissions.

Where to find the Individual Payee Form

To open the Individual Payee Form:

1. Go to Purchasing Module.
2. Select Forms.
3. Open Individual Payee Form.

Where to find the Individual Payment Form

To open the Individual Payment Form:

1. Go to Payments Module.
2. Select Forms.
3. Open Individual Payment Form.

How it works

The Individual Payment Form uses information stored in the Individual Payee table.

After the payee record is available, you can create a one time payment without setting up a full vendor record.

• If Auto Pay is enabled, the system can generate a SmartPayables check for the payment.

  • ACH payments are not supported because the system does not capture the payee’s bank information.

• If Auto Pay is disabled, the payment is sent to Check Batch Processing.

• From there, you can print the check manually and mail it to the payee.

Summary

The Individual Payment Form is intended for one time check payments to non vendors.

It helps simplify payment processing when a full vendor setup is not needed.