BD-01 Approve or Dispute Payment Requests

Description: how to view a payment request submitted by a supplier and approve or dispute

Prerequisites:

• You must be logged in as a Buyer and be the approver for the project.

Steps:

1. Go to the dashboard or the projects page.
2. Select "Tasks" on the left hand side.
3. Click on "delivery" at the top
4. Search for a project or click into to approve or dispute.
5. Clicking Approve will display a confirmation message. Once you continue, your invoice will be generated and emailed to your finance department, as the approver you will also receive a copy.
6. if you need to dispute the payment click dispute and enter the reason, this will send the task back to the supplier to resubmit. 

Tips and best practice:

• When approving please check the payment request details and ensure you are happy to approve.
• if disputing please enter a reason for the supplier for the supplier to correct and resubmit.

What happens next:

• The Invoice is sent to yourself and to your nominated Finance contact for payment.

• if a Credit is required please contact accounts@bloom.services