> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance & Revenue Payments

> Create, view, and manage vendor payment batches with bill selection, posting actions, and batch-level detail in Finance & Revenue.

The route `/fa/payments` is a legacy redirect to `/fa/payables?tab=payments`. The Payments list (payment batches) is now part of the Payables & Expenses hub.

## Overview

Navigating to `/fa/payments` triggers a `<Navigate to="/fa/payables?tab=payments" replace />`. The Payments tab loads `PaymentBatchesPage` lazily within the Payables & Expenses hub, showing the list of payment batches with their status and totals.

## Who it's for

Access follows your organization's role and module configuration.

## Before you start

No setup required. To create a payment batch, identify the bills to pay and confirm the payment date and method.

## Steps

1. Navigate to **Finance & Revenue → Payables & Expenses → Payments**, or go to `/fa/payables?tab=payments`.
2. Review the list of payment batches.
3. Select a batch to view its details at `/fa/payments/:id`.
4. Use **New Payment Batch** (at `/fa/payments/new`) to create a new batch.

## Viewing a payment

The Payment Details page at `/fa/payments/:id` shows the details of a payment batch including its status, individual payments within the batch, and a posting action.

**`/fa/payments/:id` — Payment Batch Detail:** Loads `PaymentBatchDetailPage`. Displays batch status (`draft`, `posted`, or `cancelled`), batch-level fields, and a table of individual payments with columns: Payment #, Vendor, Check #, and Amount. A **Post Batch** action is available when status is `draft`, guarded by a confirmation dialog. Uses `usePaymentBatch` and `usePayments` hooks.

**`/fa/expenses/payments/:id` — Reimbursement Payment Detail:** Loads `ReimbursementPaymentDetailPage` (requires permission `fa.expenses.process`). Documents expense reimbursement payments rather than vendor payments.

**Batch status lifecycle** — `draft` → `posted` (or `cancelled`). Posting is finalized via `usePostPaymentBatch`.

**`batch_number`** — The human-readable identifier for the payment batch.

1. Navigate to **Finance & Revenue → Payables & Expenses → Payments** and select a batch, or go to `/fa/payments/:id`.
2. Review the batch header (batch number, status, payment date, method).
3. Review the individual payments table.
4. If the batch is in `draft` status, select **Post Batch** and confirm to post it.

## Creating a payment

The New Payment page at `/fa/payments/new` renders a form for creating a payment batch against selected vendor bills, grouping payments by vendor and applying each payment to its corresponding bill.

The route `/fa/payments/new` loads `PaymentBatchCreatePage`. The form collects batch-level settings (payment date, payment method, notes) and a bill selector. On submit, the page creates a batch record, groups selected bills by vendor, creates one payment per vendor, and applies each payment to the relevant bills. On success, the user is redirected to `/fa/payments/:id` (batch detail).

Before you start:

* Identify the bills you need to pay. Bills must exist in the system and have a non-zero `balance_due`.
* Confirm the payment date and preferred payment method.

Key concepts:

* **Payment batch** — A grouping of one or more vendor payments created in a single transaction. Each vendor in the batch gets its own `fa_payments` record.
* **Payment application** — Each selected bill has an application record created linking the payment to the bill for the full `balance_due` amount.

1. Navigate to **Finance & Revenue → Payables & Expenses → Payments** and select **New Payment Batch**, or go to `/fa/payments/new`.
2. Set the **Payment Date** and **Payment Method** (Check, ACH, Wire, or Credit Card).
3. Optionally add notes.
4. Use the Bill Selector to choose one or more bills to include.
5. Review the selected bill count and total amount displayed below the form.
6. Select **Create Batch**. The platform creates a batch, one payment per vendor, and applies each payment to the selected bills.
7. You are redirected to the payment batch detail page.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/PaymentBatchesPage.tsx
  * src/cores/fa/pages/PayablesHubPage.tsx
  * src/cores/fa/pages/PaymentBatchDetailPage.tsx
  * src/cores/fa/pages/PaymentBatchCreatePage.tsx
  * src/cores/fa/hooks/usePaymentBatches.ts
  * src/cores/fa/hooks/usePayments.ts
  * src/cores/fa/hooks/usePaymentApplications.ts
</Accordion>