Paying an Invoice

Overview

Extend gives you the ability to pay invoices by creating virtual cards as a form of secure payment for your vendors. To use this feature, you must have a registered account or a budget in Extend.

To Pay an Invoice

Follow along with our step by step instructions below.

1. Click on the Create New button and Pay an Invoice.
   
2. Next, enter the name of the vendor for whom the virtual card is for. Fill out the recipient and invoice details, explained below. 
   
   
   
   • Select where you want the card to be sent. You may choose to send to the vendor directly, or to create the card for yourself.
     • Vendor: Extend will securely send the card details via email directly to the vendor so they can charge the card for invoice payment.
     • Yourself: Extend will send the card to you so that you can complete the invoice payment at your convenience. 
   • Account: Select a registered card account or budget to fund the virtual card. 
   • Invoice Number (optional): Enter the unique number assigned to your invoice. You may enter more than one invoice number, if needed.
   • Invoice Date (optional): Enter the date listed on your invoice.
   • Invoice Amount: This is the amount that will be available on the virtual card to be charged for invoice payment. The invoice amount cannot exceed the limit of the funding card account or budget.
   • Active Until Date: This date indicates when the bill pay card will no longer be valid for payment. After this date, the card will become inactive and will not be chargeable. It is distinct from the card expiration date.
   • Additional optional fields: 
     • Tag the card with expense categories.
     • Add notes.
     • Upload the invoice file(s). If you upload an attachment, it will be included if you send the card directly to the vendor.
3. Once you confirm the details, select the Create button at the end. If you choose to Create and Share with Vendor, the vendor will receive an email with a secure link to access the payment details.
   
   When a vendor charges the card, you will see a record of the transaction in the Expenses section under Transactions.

You can update the invoice details, active until date, attachments, and / or notes at any time. See Updating bill pay cards to learn more about how to update existing virtual cards.