How to Make a Payment on PivoHub
Navigating payments on PivoHub is designed to be seamless and user-friendly. Follow these steps to ensure a smooth transaction with your suppliers:
Step 1: Access the Payment Section
Start by navigating to the “Accounts Payable” tab in your PivoHub dashboard. Here, you’ll find various options related to your accounts and transactions. Click on the “Make a Payment” button, which will direct you to a list of your suppliers. Choose the supplier you wish to pay.
Step 2: Select Your Payment Method
Once you’ve selected a supplier, the next step is to choose your preferred payment method. PivoHub offers various options, including bank transfers and credit card payments. Ensure that your chosen method aligns with the payment preferences of your supplier.
Step 3: Manage Invoices
Now, it’s time to manage your invoices. You can add or remove invoices that you wish to settle in this step. This feature allows you to tailor your payment according to your current financial strategy and priorities. Review the invoices carefully to ensure accuracy.
Step 4: Confirm and Pay
After you’ve finalized your invoice selections and payment method, click on “Pay” to execute the transaction. A confirmation screen may appear, summarizing your payment details. It’s always good practice to double-check this information before finalizing.
Important Reminders:
Supplier Acceptance: Keep in mind that not all suppliers accept payments via PivoHub. Each supplier has unique payment preferences, so it’s advisable to confirm with them if they are set up for online payments.
Payment Security: PivoHub prioritizes your security by working with trusted payment processors. When entering your payment information, rest assured that it is securely handled to protect your data.
Keep Records: After your payment is processed, ensure you keep records of your transaction for future reference. This will help in managing your accounts and facilitate any necessary reconciliations.
By following these steps, you can efficiently manage your payments through PivoHub, ensuring timely transactions while maintaining strong relationships with your suppliers.
Not all suppliers accept payments through PivoHub. Keep in mind that each relationship is unique, and it's advisable to ask your supplier to subscribe to online payment options.