BotDoPay Help¶
Welcome! This is the help center for BotDoPay — the place to look when you want to know how to do something in the app.
Every guide is written for the person using the app, not for a technician. Each one tells you what a feature is for, walks you through it step by step using the same words you see on your screen, and finishes with a short list of things to check if something looks off.
New here?¶
Start with Getting started to create your account and sign in, then read Finding your way around to learn the menus.
The everyday work¶
| If you want to… | Read |
|---|---|
| Keep track of the companies you buy from | Vendors |
| Ask to buy something | Purchase requests |
| Place an order with a vendor | Purchase orders |
| Record what actually showed up | Goods receipts |
| Enter a bill you were sent | Bills |
| Send money to a vendor | Paying bills |
| Approve something waiting on you | Approvals |
Setting things up¶
Your team · Company settings · Funding methods · Chart of accounts · Departments and cost centers · Catalog items
Getting data in and out¶
Are you a vendor?¶
If a customer invited you to send them invoices through BotDoPay, read The vendor portal.
Looking for something specific?
Use the search box at the top of any page. Type a few words — add a vendor, pay by check, reset password — and it will jump you to the right guide.