What is a Payment?
A Payment in Planobot is a structured record of money-related information from an invoice, receipt, statement, reminder, confirmation, transfer, refund, credit, dispute, or another supported document type.
Tracking is not paying
Planobot records and organizes payment obligations and evidence. It does not send money, pay an invoice, charge a card, or transfer funds. Approved means the obligation is approved for payment inside the tracking workflow; it does not prove that money moved.
Payment information
A Payment can include the invoice amount, payment amount, balance due, invoice and due dates, paid date, direction, mode, payer, payee, payment processor, Property, payment method, invoice number, confirmation number, service, description, notes, status, and source Messages.
Payment workflows
Some unresolved Payments have a linked workflow Task. Pending or approved invoices, reminders, past-due notices, failed-payment notices, and some transfers normally need follow-up. Completed receipts or confirmations may remain payment-only when no work remains.