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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Pay a vendor bill

Create AP invoices and pay by check or ACH.

Accounts Payable mirrors customer invoicing for money you owe vendors.

Pay a vendor bill
  1. 1

    Open Accounts Payable

    Navigate to Accounts Payable from the menu.

  2. 2

    Create vendor bill

    Select vendor, enter line items or link to a purchase order, and set due date.

  3. 3

    Route for approval

    If workflows are enabled, the bill follows your approval chain before payment.

  4. 4

    Pay

    Mark paid manually or initiate ACH if Plaid bank linking is configured.

Match bank transactions →