Make Payments in Plooto

Plooto makes it easy to pay vendor bills.

Make payments through Plooto: 

1. Sign in to Plooto through the following link: https://www.plooto.com/
2. Press on the “ Click to sync” on the top right corner. The list of unpaid invoices will get synced from Quickbooks to Plooto or gets updated if it was synced before.

IMPORTANT! This step has to be completed each time you plan to make payments in Plooto to make sure that the list of invoices is updated.

3. Select “Set up payments” on the left side. The list of unpaid invoices are under the “Payables” tab.

4. Select the invoices that you would like to pay, then press “Continue” 

5. Review the information in the next page then press “Continue”.

6. If this is the first time you pay this vendor through Plooto, the system will prompt you to create a new “Contact” to enter their payment information. Vendors with no payment information will have the below icon next to the vendor name. If you paid the vendor before, please go to step 10.

7. You can either search in Plooto Payee Network OR press on “Click here to add this contact instead” (Recommended).

8. Fill in the information in the following page. You can select:
   1. Email money transfer: you will only need to enter their email address.
   2. Enter banking details: you will need to have their account number, transit number and institution number. 

9. Press “Create contact”.
10. Select “Send payment” in the following page.

See the How To: Plooto Payee document in the resource library for more in-depth instructions on creating a new Vendor.

Learn More

While onboarding, you have access to your Onboarding Specialist who will provide in-depth training on using Plooto and is available to answer any questions you may have.

If you want to learn more about Plooto and how to use it, please check out Plooto’s comprehensive Help center https://www.plooto.com/support/s/