Connect the payment to the business order and the person or process that approved it.
Set up the work
- Record the contracting business and purchase reference.
- Match the invoice to the payment.
- Keep approval and delivery records.
- Check credits, cancellations and disputed line items.
A business customer can still have a valid complaint. Avoid assuming that a purchase order settles every question about the payment or delivery.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.