Bills, transactions and vendors
Record money in and out, pay bills, keep vendors, receipts and reimbursements in order.
Add money in or money outRecord a payment you made or money you received on the Transactions board, with its category, method, tags and receipt.Snap a receipt and let Plainstamp fill in the formTake a photo of a receipt or drop in an invoice PDF, and Plainstamp reads the vendor, amount and dates into the form for you.Mark transactions as reconciledTick a transaction once it matches your bank or card statement, so it moves off the board and into Completed.Edit, delete or attach files to a transaction or billChange a transaction or bill, add or remove its receipt, comment on it, download its audit PDF, or delete it.Add a bill to payPut a vendor's invoice on the Bills to pay board with its due date, set when you plan to pay it, and make monthly bills repeat on their own.Pay a bill (in full or in parts)Record a bill's payment with the date, method and check number, pay part of it now and the rest later, and print the check.See a bill's payments, remove a payment or reopen a billCheck every payment made toward a bill, undo a payment recorded by mistake, or reopen a paid bill.Use the invoice inboxGet an email address for your office, have vendors send invoices to it, and turn each one into a bill or transaction in a click.Add and manage vendorsKeep each vendor's contact details, payment terms and default category, mark contractors for 1099s, and see what you've paid them.Keep a vendor's W-9, insurance and other documentsStore W-9s, insurance certificates, licenses and contracts on each vendor, with expiry dates and reminders before they run out.Send a vendor their portal linkGive a vendor a private link where they upload invoices, W-9s and insurance certificates and see which of their bills you've paid.Use purchase ordersApprove spending up front with a PO number and amount, link each bill to it, and see when bills take it over budget.Get paid back for expenses and mileageLog things you paid for with your own money and business trips in your own car, and how admins record paying people back.Record bills and payments in other currenciesEnter a bill or transaction in euros, pounds or another currency, with the exchange rate Plainstamp uses to convert it into your main currency.Find files on Documents and finished items on CompletedUse the Documents page to find any receipt, invoice or vendor file, and the Completed page to see reconciled transactions and paid bills.Bills and transactions: common questionsQuick answers to the questions people ask most about transactions, bills, vendors and receipts.