Button in bill pay screen to delete bill and forward invoice as receipt

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We have an [email protected] email address that automatically forwards emails to our Ramp AP inbox. We use this as the billing email address for a lot of vendors, including some that we pay via credit card (gotta max the cashback). As a result we get invoices that auto-create bill pay drafts but have already been paid / will be paid via a Ramp card. We then have to delete the bill in bill pay and manually forward the invoice to [email protected]. It would be cool if there was a button in the bill pay screen that deleted the bill pay draft and identified the invoice as a credit card receipt? Even cooler would be if CC invoices that end up in bill pay were disposed of automatically, but I’m thinking that matching issues here could lead to false positives and bills going unnoticed/unpaid, which would be bad.

i think it’s also possible that we are completely misusing the ramp AP inbox and shouldn’t be autoforwarding every billing email to that inbox. please let me know if that is the case.

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Hi Owen! Thanks for posting. A couple of thoughts on this one:

  1. Most clients who are paying bills via credit card also create an open invoice and select the payment method of ‘pay with card’. They’d then match the transaction to the invoice which effectively turns that invoice into the ‘receipt’. The benefit of this vs. using the invoice as the ‘receipt’ is from an accounting perspective. If you create a bill in BP and pay it with card then match, the transaction will be logged to ‘Accounts Payable’ within your accounting. If you go the route of just using the invoice as the receipt the system will read that charge as a normal credit card transaction & log it to credit card liability within your ERP. Is that ok with you? In general I’d recommend creating an invoice and matching the transaction to it as this is a bit cleaner.
  2. The ability to make an invoice a ‘receipt’ in the way your describing is currently not a feature. If you see that happen you could download/screenshot it and add it to the transaction then delete the draft bill. I’m happy to put in a product request for the ability to just turn an invoice into a receipt, but let me know if the first suggestion regarding creating the invoice will work for your team before I do.

Looking forward to your response,
Mary

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