Welcome to Tipalti! We’re thrilled you're joining us.
To kick things off, we’ve created a production instance for your organization. We've also added a test bill (invoice) and $25 in funding for you to make a test payment.
In this article, we will walk through the steps to approve a bill and payment to introduce you to the product! The steps for this test will be generally the same as those for a real-world payment to a supplier/payee. However, a few minor alterations have been noted in the process (e.g., you will send the test payment to yourself instead of one of your payees) to avoid any issues in the unlikely event that something needs to be adjusted before actually paying a payee.
Additional resources:
Approve a Bill
1. Log into Tipalti Hub.
Learn about first-time login and password requirements in the Log into Tipalti Hub article.
2. Find the bill.
a. Click the Bills tab from the left-hand navigation panel.
b. Select Pending Review under the Bills heading.
c. Find the sample bill and open it.
3. Add a payee (supplier).
a. Click the red plus icon + to the right of the Payee field.
b. Because this is a test payment, you’ll make the payment to yourself. Enter your name and email address to receive the payment.
c. Select the Invite to suppliers portal checkbox.
This will send you an email with a link to the Supplier Hub, where you can choose how you’d like to be paid.
4. Add a bill approver.
a. Click Add approvers at the bottom right below the bill lines.
b. Assign yourself as the approver for the purposes of the test.
c. Click Release at the bottom right.
d. Click Confirm in the popup window.
5. Approve the bill.
a. Click Pending my approval in the top navigation panel.
b. Click directly on the bill to open it and click Approve.
c. OR, click the hamburger icon ☰ to the right of the bill line tab and click Approve from the dropdown menu.
Schedule a Payment
1. Pay the bill.
Once you’ve approved the bill, it’s ready for payment:
a. Click Pending payment in the top navigation panel to find your recently approved bill.
b. Check the checkbox to the left of the bill line.
c. Click Pay bill at the top right.
2. Submit the bill for payment.
a. Select the radio button next to “Pay bill on specific date” and select today’s date from the calendar field so your payment is sent as soon as possible.
b. Click Prepare payments.
c. You’ll be taken to the Submit Payments page for this bill. Click Submit at the top right.
3. Approve the payment.
a. Click Payments in the left-hand navigation panel.
b. Select the Payment history subtab.
c. Click Approve to the right of the bill line.
d. Click Ok to approve the payment batch.
4. Receive your payment.
Watch your email inbox for updates on your payment. The timeframe for funds to be deposited into your bank account depends on the payment method selected.
Learn more about expected timeframes per funding method in our Payment Methods Coverage article.
You will not be able to add further funds to your Tipalti account until your Onboarding Manager informs you that you can.