PHONE CALLS - REQUESTING PAYMENT
Requesting Payment
1. Check to see if we have supplier statement for the period they are requesting.
2.
3. Check the amount is matching in xero
Note ** We are missing inv 26803 –
Search ALL invoices in xero for this invoice
4. Email supplier advising variances between xero and supplier statement, advise supplier payment has been set for planned date………………… ( email address can be located in pinnacle, xero.
5. Set the advised date for supplier in xero that was advised in email.
Credit Account application Request
1. Email application form attachment
2. When completed application has been received enter customer details into pinnacle . Making sure to add ACC to the end of customers name. Application must be received in full. If not completed in full return application to customer requesting missing items completed.
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