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Closing purchases

Delete purchases after their goods or services have been fully delivered.

Updated this week

After the delivery of the items or services is signed off, a purchase can be automatically closed by the system or manually closed by the requester or any Payhawk accountant or administrator.

Auto-closing purchases

Enabling the auto-close option means that a purchase will be automatically closed if the following conditions are met:

  • The status of the received quantity is FULL.

  • The status of the invoiced amount is MATCHED.

If enabled, the auto-close option will take place both if the invoiced amount is matched through a bank transfer or if you've marked an expense as paid.

When an expense is marked as unpaid, or a bank transfer has been reverted after settlement, you will not be able to reopen the purchase.

To allow Payhawk to automatically close purchases:

  1. In the Payhawk web portal, go to the Settings > Purchases > Rules tab.

  2. From the Auto-closing drop-down menu, select the Linked invoice is paid option.

  3. Click on Save.

Closing purchases manually

To close the purchase:

  1. In the Payhawk web portal, go to Purchases.

  2. Select the desired purchase.

  3. Go to its three-dot menu and select Close.

  4. In the dialog that opens, click on Confirm.

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