Supplier Payments

Understanding Supplier Payments

Supplier payments in Fixmo are recorded against purchase orders. Each PO tracks its total amount, payments made, and outstanding balance. This gives you a clear picture of what you owe each supplier.

• Payments are linked to specific purchase orders.
• Each PO has a payment status: Unpaid, Partially Paid, or Paid.
• Multiple payments can be recorded against a single PO (partial payments).
• The outstanding balance updates automatically as payments are recorded.

Recording a Payment

When you pay a supplier — whether in full or partially — record the payment in Fixmo to keep your accounts up to date.

1. 1Navigate to the purchase order you are paying for.
2. 2Click the 'Record Payment' button in the payments section.
3. 3Enter the Payment Amount. The outstanding balance is shown for reference.
4. 4Select the Payment Method (Cash, Bank Transfer, Cheque, Credit Card, or Other).
5. 5Enter an optional Payment Reference — such as a transaction ID, cheque number, or bank reference.
6. 6Add any Payment Notes for internal tracking.
7. 7Set the Payment Date (defaults to today).
8. 8Click 'Save Payment' to record the payment.

Partial Payments

Not all supplier payments are made in a single lump sum. Fixmo supports recording multiple partial payments against a purchase order until the full amount is covered.

1. 1Record the first payment for whatever amount you are paying now.
2. 2The PO payment status changes to Partially Paid.
3. 3The outstanding balance updates to reflect the remaining amount.
4. 4When the next payment is made, repeat the process by clicking 'Record Payment' again.
5. 5Once the total payments equal or exceed the PO total, the status changes to Paid.

Payment Status Tracking

Each purchase order displays a clear payment status indicator so you can see at a glance where things stand.

• Unpaid — no payments have been recorded against this PO. The full amount is outstanding.
• Partially Paid — one or more payments have been made, but the total does not yet cover the PO amount. The remaining balance is displayed.
• Paid — total payments meet or exceed the PO amount. No further payments are expected.

Viewing Payment History

The PO detail page includes a complete payment history showing every payment recorded against that order.

1. 1Open the purchase order detail page.
2. 2Scroll to the Payments section.
3. 3Each payment entry shows the date, amount, method, reference, and notes.
4. 4The running balance is displayed to show the remaining amount after each payment.

Supplier Balance Overview

The supplier list and supplier detail pages show the total outstanding balance for each supplier, aggregated across all their purchase orders. This helps you prioritize which suppliers to pay and manage your cash flow.

1. 1Open the Suppliers section from the sidebar.
2. 2The supplier list shows each supplier's total outstanding balance.
3. 3Click on a supplier to see a breakdown by individual purchase orders.
4. 4Filter POs by payment status to see only unpaid or partially paid orders.