Documentation menu

UC-10 · Accounts Payable invoice for a vendor agent

External-vendor agents are paid through Accounts Payable. When a payment batch posts, the app creates a purchase invoice for the vendor and settles the commission entries to Paid.

Expected result: the posted batch creates a purchase invoice for VEN001, sets the entries to Paid, and stamps the A/P Document No. on the batch lines.

Setup

  1. On the Salesperson/Purchaser card for SP001, set Agent Type = External Vendor and Commission Vendor No. = VEN001.
  2. Let SP001 earn commission, and get the entry to Payable. Post a sale; release the entry if you run in Review mode. See Ledger & audit.

Run the payment batch

  1. Open Payment Batches and create a batch that covers the period.
  2. Choose Suggest Lines. The batch gathers the Payable entry with Payout Method = Accounts Payable (derived from the agent type).
  3. Choose Release, then Post.

Result

  • The app creates a purchase invoice for VEN001 (one per vendor per batch), with a line for the commission amount.
  • Each settled commission entry becomes Paid, and the app connects it to the batch.
  • The batch line’s A/P Document No. points to the purchase invoice.

The invoice is created, not posted. Your A/P team examines and posts it through the normal Purchases flow.

Notes

  • Routing by agent type. External Vendor → an Accounts Payable invoice. Internal Employee / Manager → a payroll general-journal line (debit Commission Expense, credit Commission Accrual). One batch can pay a mix of both.
  • The post is atomic. A missing vendor or an unconfigured journal stops the whole batch — the app does not half-pay it. The settle step also makes sure each entry is still Payable.

→ Related: Payments · Agents & splits → the salesperson as an agent