Tracking and making payments is a crucial part of the ordering process. This is why we have made it super easy to track and manage payments from within Genie.

While you won't be able to directly make payments from Genie, adding payment information and tracking when they are due is a quick 10-second process that can be done at any step along the order creation process. This guide will walk you through how to add and manage these payments for your orders.

Step 1: Import or create a new order.

Before you can add a payment to a PO, you will first need to create or import a new order into Genie.

Step 2: Add payment to a new order

Once you have finished creating the new order you will see a card in the order creation window called "Payments." Click "Add" to create a new payment for this PO.

Step 3: Fill out the information about your new payment.

If the date is in the future, it will show up on your dashboard and purchase orders overview, helping you keep track of upcoming payments.

Step 4: Click Done and then Save.

Step 5: Update status when payment is made

Once you have sent your payment to the supplier, you can update the status of the payment to "Paid". This will remove all insights and show the order as paid.

Step 1: Click into the order and then on the payments card, click Manage.

If you need to edit an existing payment, you can do so from within whichever order needs updating. Once in the order, you can click Manage on the payment card.

Step 2: Adjust the information or add a payment

Once you're in the manage window, review and update the information that needs to be corrected. You can also add additional payments if the first one didn't cover the full amount, or if you paid in parts.

Step 2.5: Add another payment by clicking on the Add button in the corner.

Step 3: Update status once completed

Once you have sent your payment to the supplier, you can update the status of the payment to "Paid". This will remove all insights and show the order as paid.

Step 3: Save and exit

Now that all of the information is updated and corrected you can save and exit this page and see the new information reflected on the dashboard and PO overview page.

Thank you for reading this Help Center article! Our goal is to help you become an inventory pro. If you have any other questions, feel free to reach out to our team, book a meeting, or explore more of our Help Center for more guides on navigating and configuring Genie. And if you want more information on building analytical views check out our guides on the inventory table and creating new views.

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