Ply's Payments feature lets you manage and schedule supplier payments directly from your POs. You can set up approval workflows, track early payment discounts, and view everything on a calendar.
This article is your complete checklist for setting up Payments in Ply. It covers everything you need to know before your first payment, from configuring your company and suppliers to making your first payment and tracking it on the calendar.
Video Tutorial
Payments Setup Checklist
☐ Set up your company - Link bank account(s), configure approval rules
☐ Add supplier details - Enter business info and banking details for each supplier
☐ Configure payment terms - Set Net 30, Net 45, or whatever terms you have
☐ Set up payment roles - (Optional) Define who can approve what amount
☐ Make your first payment - Create a PO, add invoice, submit payment
☐ Review on the calendar - Check the payment dashboard to track everything
Setup
1. Set up your company - Link your bank account(s) and configure approval rules (optional).
How to Set Up Your Company for Payments - Step-by-step Here
2. Add supplier details - Enter their business info and banking details.
How to Set Up Supplier Details for Payments - Step-by-step Here
3. Configure payment terms - Set Net 30, Net 45, or whatever you agreed to.
How to Add Net Payment Terms - Payments - Step-by-step Here
4. Set up payment roles - (Optional) Control who can approve what amount.
How to Set Up Payment Roles - Step-by-step Here
Making a Payment (Daily workflow)
1. Make and manage your payments
How to Make Your First Payment - Step-by-step Here
2. Track on the calendar - See all payments, filter, plan cash flow
Using the Payment Calendar & Dashboard - Step-by-step Here
Still Need Help?