Vendor Payments: Add and Manage Payees

Add Payees

The “Payees” panel is a list of all the vendor payees for this study. This is the first step in managing vendor payments. It is critical to add all Payees here as all Payments and Invoices must be linked to a Payee.

Payees can be people or organizations - but they must be added as records within the PORTFOLIO > CONTACTS or ORGANIZATION view and then pulled into this view. They cannot be created here. Use the "Add" and "Remove" buttons to manage the list of payees for this study. If you do not see the vendor you need, you may need to add them to the PORTFOLIO > CONTACTS or ORGANIZATION view. Or you may not have the full access to the records at the PORTFOLIO level. 

Manage Contract and Budget

Use the "Details" button to add payee details, contract details, and contract line items. Populating this form is optional. Many of these fields are just for reference to assist in keeping track of that vendor’s payment and budget status. But some of these fields can be leveraged in the rest of this view to make tracking payments easier. See below for those fields.  

The “Invoice Header/Footer Comments” can be included in generated invoices. This is helpful for including any additional information that should be included in the invoices that are not included in the ST invoice template (i.e. an internal Purchase Order number “PO”).

                     Contract Line Items

                        The “Contract Line Items” are specific services or items that the vendor provides                            that are included in the contract and are usually invoiced regularly. Adding them                              here makes including them in payment records easier. When in the Payments                                    section and adding line items to payments, one option is to pull these Contract                                Line Items into that payment rather than adding them manually. 

See also:

Vendor Payments - NEW!

STEP TWO: Vendor Payments: Add and Manage Payment Records

STEP THREE: Vendor Payments: Generate Invoices and Manage Invoice Tracking

Users with Access to this Functionality:

Admin, Manager, Associate

GLOSSARY
Payee	A person (a SimpleTrials Contact) or vendor (a SimpleTrials Organization) that receives payments
Contract Line Items	The “Contract Line Items” are specific services or items that the vendor provides. These are included in the executed contract and are usually invoiced regularly