Paying Invoices

New contractors

Prior to paying the first invoice for a contractor:

• If there was no notice of a new contractor/invoice to be paid, confirm invoice with project lead.
• Confirm what currency the invoice is in. If not in CAD make sure it is identified somewhere on the invoice.
• Confirm with contractor and project lead in what currency they would be paid in (CAD, USD, EUR, or GBP).
• Collect banking details from contractor and enter them into Wise.
• After entering the banking information, provide screenshot to contractor to confirm.

Bookkeper + Hypha process for paying invoices

1. Copy the invoice to 🔒 Finance > Incoming invoices > Not paid
2. Notify the bookkeeper the invoice is ready to be paid.
3. Notify the vendor the invoice has been paid, including the Wise transfer link sent by the bookkeeper. Reply-all to their invoice, and cc finance@ if it isn't in the recipients list.
4. Copy the invoice to 🔒 Finance > Incoming invoices > Paid

Hypha-only process for paying invoices

The contractor must be set up as a Recipient before following the steps below.

1. Go to Wise.
2. Select the Account based on the currency listed in the invoice.
3. Click Send.
4. Enter the total amount listed in the invoice and click Continue.
5. Enter the name of the recipient in the search bar and click the matching entry.
6. Review the details of the transfer.
7. Enter the invoice number and click Confirm and send.
8. Click Track your transfer in the next page.
9. Click Share with recipient, and then Copy link.
10. Confirm the link works and send it to the contractor to confirm the invoice has been paid. Reply-all to their invoice, and cc finance@ if it isn't in the recipients list.
11. Forward the invoice email to the QuickBooks address, or upload it through QuickBooks Online.
12. Copy the invoice to 🔒 Finance > Incoming invoices > Paid