Paying a supplier invoice

This article is intended for Admins and Bookkeepers.

If you are a Member and need to upload an invoice, either ask your admin for the email address to forward the invoice to, or upload the invoice in the Pleo app:

  1. Go to Expenses in the Pleo app
  2. Click the +
  3. Select Add invoice


  1. Add the invoice to Pleo
    1. Navigate to Invoices
    2. Click Add invoice
    3. Upload the invoice

      What should be included on the invoice? 

      • Supplier name or Full name of freelancer/contractor
      • Amount and currency

      • A description of the services

      • Your company name


      Good to know: Share the email address for forwarding invoices with your suppliers to automatically receive invoices in Pleo. Find the email address within Invoices.

  2. Approval for the invoice
    Add multiple reviewers by selecting the invoice and clicking Request approvals. All reviewers will receive an email requesting them to approve the invoice.
    Good to know: all reviewers need to approve the invoice before the invoice can be paid

  3. Enter the payment details
    If it's your first time paying a supplier, you'll need to add the payment details:
    1. Select the invoice 
    2. Click Add payment details 
    3. Add the supplier's payment details

  4. Verification of supplier details
    If it's your first time paying a supplier, Pleo will verify the payment details. This usually happens within the same business day.

  5. Schedule the payment
    Select one or multiple invoices and choose to:
    • Pay now 
    • Schedule on selected date
    • Schedule on due date


Note: 

  • US customers are not able to pay supplier invoices through Pleo.
  • Supplier invoices are supported by the Xero, Quickbooks, DATEV Unternehmen Online, Sage 50 and Netsuite integrations.



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