Quick Pay (Single Payment)

When a buyer wants to make a single payment to a supplier in CPX but they do not want to drop a PIF they can use Quick Pay in CPXchange.com to submit that payment in under 60 seconds!

How to user Quickpay?

1. Navigate to the payments grid and hit the "+" icon in the top right corner of the grid. This will open the quick pay (single payment) modal window.
2. Enter the Network and Institution ID in the input fields
3. Select the Buyer any Payee from the drop-down boxes

• The payee drop-down box will be filtered based on of the buyer you selected above

4. Select an account type

• The account types will be filtered based on what payment types the payee has enabled on their record

5. Input a transaction ID or click on the generate transaction ID button
6. Input Invoice(s) if applicable
7. Input reference and email notes if applicable
8. Hit submit!

• If processed you will be taken to a success message with the name of the file we generated for the single payment. You can look up that file in the files grid and click on it to view the single payment. or you can navigate to the payments grid and look up the payment by Transaction ID.