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Pay someone who did work for us
The most common payment a society makes — who, in what capacity, the amount and the tax on their invoice.
In the books, the Wizard walks this task beside you and ticks each step from the books as it lands.
Say who is being paid
Pick the person or business from the list, or add them — their legal name, as it stands on their invoice. Names in the books are the names on the paper. A payment recorded against the wrong name is a payment the society cannot prove.
(Done on the Pay money page.)
Say the capacity they are paid in
One question: in what capacity is this person being paid — a contractor for a job, an employee, a director doing other work? The answer decides which totals the payment joins at year end. A law note rides here.
Whether someone is an employee or a contractor is a fact about the work, not a label either side picks. The note says what the tax office looks at, in plain words.
(Done on the Pay money page.)
Put in the amount and what it was for
The amount from their invoice, and a line saying what the work was, in words the board will understand a year from now. Pick the category the cost belongs to.
If part of the invoice is a personal part, split it out here. It happens on shared orders. The personal part stands as owed back by that person, never as a society cost.
(Done on the Pay money page.)
Check the tax on their invoice
If the invoice charges GST/HST, the society can claim that tax back — but only with the supplier’s GST/HST number standing in the books. If no number stands, the screen says so and offers the two honest routes.
Record the cost without a claim, or park the item until a document carrying the number is attached. A law note rides here: proof before claiming tax back.
(Done on the Pay money page.)
Say whether it is a bill to pay later, or paid now
Three shapes: pay it now; record the bill and pay it now; record the bill to pay later. A bill standing in the books is money the society owes, shown as owed until it is paid. A bill already approved under a standing board approval says so here, with its ceiling.
(Done on the Pay money page.)
Pay the bill when it comes due
The Bills page lists what is still owing, with due dates. Open the bill, check the amount still owing — a part payment leaves the rest visibly owed — and record the payment against it. How the money actually leaves is the society’s own banking, done outside the app.
(Done on the Bills page.)