Credit Card Tracking for PO Payments

If you'd like to be able to mark POs as paid via credit card, you can turn this on by first activating the Credit Card Tracking add-on in Tools -> System -> Add-ons.

After activating the add-on, you may need to log out and back in to see the menu option Expenses -> Credit Card Purchases -> General Info. Go to the General Info page and check the box for the option Use Credit Card Tracking for PO Payment.

To learn a bit more about the credit card tracking system, click here.

After adding a purchase order (Expenses -> Purchase Orders -> New Purchase Order) or when editing a purchase order, you'll see a button labeled Prepaid by Credit Card. Click the Prepaid by Credit Card button to mark the PO as paid with a specific credit card. (You can add credit cards and purchase types with the menu links under Expenses -> Credit Card Purchases.)

If you need to modify the PO payment, edit the PO (Expenses -> Purchase Orders) and look for a table titled Prepaid by Credit Card. Click the ID number for the payment to view the payment details and modify the payment or delete it.

For POs that have been marked as prepaid with a credit card, they won't be available to pass to a vendor bill using Expenses -> Purchase Orders -> Completed PO to AP. This is because the payment for the PO will be handled with a credit card bill (Expenses -> Credit Card Bills -> New Credit Card Bill).

If you have already received items on a PO and passed the PO to AP, you won't be able to use the credit card tracking tool to mark the PO as paid by credit card. You would need to delete the vendor bill first, and then you will be able to mark the PO as paid by credit card.