Set up Capricorn as a Biller

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SuppliersUpdated 13 Aug 20263 min read

This guide will show you how to create a Biller record in your Suppliers (most commonly used for your Capricorn Society account) assign them as the Biller for other Suppliers and record payment to those suppliers with a Supplier Payment to that Biller.

Creating a Biller

Before a third party can accept payment for a Supplier in your system you must create a Supplier that is designated a Biller.

  • Create a new Supplier by clicking the + icon in top right of your suppliers list, or open an existing supplier you wish to use.
A screenshot of the Suppliers list highlighting the + icon used to add a new Supplier.
  • In the Supplier Details card click the toggle labeled Non-Biller, it will change to Biller.
  • Enter the Supplier details normally and Save the Supplier.
A screenshot showing the effect of the Biller toggle in a Supplier card.

Assigning Suppliers to a Biller

Once you have created the record for Capricorn or another third party as a Biller you must assign this Biller to each Supplier who you pay using this account.

  • Open each Supplier from your Supplier list you will pay using Capricorn et. al.
  • In the Biller field search and click to select the correct Biller and then Save the Supplier.
A screenshot of changing the biller on a Supplier Record.

Processing Supplier Payments Using a Biller

  • In the top right hand Lightning Bolt menu (1) select the Supplier Payment option (2).
A screenshot of Workshop Software's Dashboard. Cursors indicate to click the lightning bolt icon and then Supplier Payment.
  • Using the search field search for the Biller (such as Capricorn) then click to select it to open the Supplier Payment card.
A screenshot showing Capricorn Society being selected as the payee in a Supplier Payment
  • Below the Invoice list use the Magnifying Glass icon to add Invoices to the Payment.
A screenshot highlighting the magnifying glass icon used to add invoices to a Supplier Payment.
  • You may then click a Supplier and the Select button to view outstanding Supplier Invoices.
  • Click to select one or more of the Invoices to include as part of this payment to the Biller, then click Select.
  • You may repeat this process to add Invoices from other Suppliers as a single Suppler Payment to this Biller.
A Screenshot showing how clicking will select a Supplier to pay and the Invoices to be paid in a Supplier Payment
  • The Invoice list will now contain each invoice and the total.
  • Click the Process button, you will get a pop up box asking if you are sure you want to proceed. Click Yes.
A screenshot of a Supplier Payment Screen, the Process button is highlighted.

The document will update noting the Payment to each supplier and the total Payment made.

A screenshot highlighting the records in the Notes field of a Supplier Invoices for a Biller.

In the list of Invoices and Payments for a Supplier each included Invoice is now close and the Value of the payment is recorded as a Supplier Payment.

A screenshot highlight Invoices and Payment made via a Biller on a Supplier's record.

This video will also show in real time how to create a biller, and use the payment functions:

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