Supplier question to supported answer

Resolve invoice and payment questions with the source observation and permitted documents.

Step by step

Refresh invoice and payment status AP Specialist

AP Specialist: Show the latest reconciled source balance and payment observation, with scheduled and settled outcomes kept distinct.
- Show the latest reconciled source state
- Updates Invoice status snapshots, Payment snapshots, Payment allocations
Resolve supplier questions AP Specialist

AP Specialist: Answer the source-linked question with vendor-visible evidence while retaining internal notes under buyer access.
- Record the supported supplier response
- Updates Support cases, Case messages, Document attachments
Share remittance and outcomes AP Specialist

AP Specialist: Provide the protected remittance and observed payment outcome to active permitted readers; retain delivery evidence separately.
- Provide scoped remittance and observed delivery
- Updates Remittance documents, Notification deliveries, Payment snapshots

What Vendor Payment Portal enforces at each step.

Check vendor and buyer identity on records, files and requests.
Preserve the original source instruction through unknown outcomes.
Buyer financial authority stays in the appropriate reviewed action and owning system.

Start free, then use Proto to change fields, steps and approvals before your team goes live.