1. Payment Details
  1.1 Accessing Payment Details
2. Review Vendor Payment Information
2.1 Vendor’s Rate
2.2 Currency and Payable Amount
2.3 Unit (type of work)
2.4 Amount and User Rate
2.5 Save and Confirm Changes
2.6 Finalize and Invoice Payment

This guide walks you through the steps to view and update payment details for vendors assigned to tasks. As a project manager or account admin, you can adjust payment details based on task specifics like work type, currency, and rates. Note that payment details can also be automatically populated if the vendor's billing section is fully completed.

1. Payment Details:

1.1 Accessing Payment Details

• • Open the project for which you need to update the vendor’s payment details.
  • Go to the Tasks tab to see all tasks associated with the project.
  • Locate the specific task for the vendor whose payment details you want to review or update.
  • Click on the ellipsis (three dots) icon next to the task to open additional options.
  • Select Payment Details from the dropdown menu. This will open a pop-up window containing detailed payment information for this vendor.

2. Review Vendor Payment Information

Within the Payment Details pop-up, you’ll see the following specific information:

2.1 Vendor’s Rate:

 If you need to change the rate for a specific task, you can adjust it in this window. However, to change the vendor’s default rate across projects, navigate to the vendor’s Profile, go to the Billing section, and update the rate there. This will apply the new rate to future tasks automatically.

• Notes: If the vendor's rate is specified in their billing section, the payment details can be filled in automatically, which minimizes the need for manual adjustments. However, if you need to make any edits, you can easily go to the payment details section and modify the information as needed.

2.2 Currency and Payable Amount:

The currency and total amount payable for this specific task. 

2.3 Unit (type of work):

Define the  type of work you want to inform or change here, such as word translation, transcription, DTP, Linguistic Review, etc. and Set the amount based on time. The user rate will be displayed according to the vendor's billing configuration.

You can also remove these payments by clicking the trash can:

2.4 Amount and User Rate:

Once you've defined the details in Section 3, the total amount budget will update automatically based on the unit, amount, and rate. 

2.5 Save and Confirm Changes:

• • • After making any adjustments, click to save the changes.
    • Confirm that the updates are correctly displayed in the task overview to ensure accurate processing.
• 

2.6 Finalize and Invoice Payment

After adjusting the budget for the task, this set amount will be saved. Once the project is delivered, it will be invoiced, and the defined amount in the Payment Details section will reflect what the vendor will receive.

If any questions were not answered in this article, please don't hesitate to contact our support team at help@bureauworks.com.