Bills, POs, and payments — tightly stitched.
Capture supplier bills, schedule payments, issue purchase orders, and let inventory increment as goods are received.
Suppliers · Bills · Bill payments · POs
Capabilities
A purchasing pipeline that doesn't drop balls.
Every step has a clean record, and every step links into inventory and the bank feed without rekeying.
Supplier records
Vendor records with their own transaction history. Bills, payments, POs, and notes all live on the supplier card.
Bills against any payment account
Enter supplier invoices with line items mapped to inventory or expense accounts. Tax handling and due dates included.
Pay one or many bills at once
Apply a single payment across multiple open bills, partial or full. Outgoing payments auto-link to the bill they paid.
Purchase orders
Issue POs to suppliers and track received quantities per line item. Stock updates as goods arrive in your warehouse.
Plaid auto-match
When the outgoing payment hits a connected bank account, TwinBooks recognizes it and offers a one-click reconcile.
Approval workflows
Bills above a threshold can require approval before payment is scheduled. Audit log captures every approval.
The pipeline
From PO to received
Purchase orders are the part of operations that quietly costs the most when it goes wrong: ordered twice, never received, billed for something that didn't arrive. TwinBooks turns the workflow into a record so the moving parts stay in sync:
- Issue a PO with line items, quantities, and expected delivery date. Send it as a branded PDF or just keep it internal.
- Receive inventory against the PO as goods land. Receive partial quantities; on-hand counts increment per line as you confirm them.
- Match the bill when the supplier's invoice arrives. Discrepancies between PO and bill are flagged before you pay.
- Schedule payment from any connected bank account. Approval workflows can gate larger amounts.
- Auto-reconcile when the outgoing payment posts in Plaid's feed. The bill closes, the bank line links, the audit log captures the move.
The toolkit
What ships in purchases
- Supplier records with full transaction history
- Bills with line items, taxes, and due dates
- Bills mapped to inventory or expense accounts
- Bill payments — pay one or many open bills at once
- Partial bill payments with correct balance handling
- Purchase orders sent as branded PDFs
- Receive inventory against POs (full or partial)
- Approval workflows for larger spend
- Auto-match outgoing payments via Plaid
- Audit log of every bill, payment, and PO
Stop missing a vendor due date again.
Bills, POs, payments, and bank reconciliation in one place. 45-day free trial, no credit card.