Planobot

By continuing, you agree to the Terms and acknowledge the Privacy Policy.

Create a Payment from Email

Review a Payment detected from an email or add a Payment manually and connect it to the source.

Browse documentation
GuidesUpdated

Goal

Create a reviewable Payment record from money-related email without implying that Planobot will send money.

Approve a detected Payment

  1. Open Inbox and select the invoice, reminder, receipt, or other payment-related Message.
  2. Find the proposed Payment in AI Review.
  3. Compare the amount, balance due, dates, direction, payer, payee, Property, invoice number, and document type with the Message.
  4. Edit, merge, or reject the proposal when needed.
  5. Select Approve when the record is correct.
  6. Open the Payment to review its status and any linked workflow Task.

Add a Payment manually

  1. Open Payments.
  2. Select Add payment.
  3. Enter the available payment, party, Property, amount, date, and status information.
  4. Select Save Payment.
  5. Open the Payment and add or review related records as needed.

Expected result

The Payment appears in the Payments ledger. If unresolved payment work exists, Planobot may also show a linked payment workflow Task. No financial transaction is executed.