If a contractor receives regular payments for services such as monthly rental charges or annual intruder alarm monitoring, you can automate this process using standing orders. This allows the system to raise and approve orders for payment automatically.
Create a new standing order
Follow the steps below to create a new standing order in the PMV Contracts area.
From the Admin area, click PMV Contracts.
Select the Standing Orders tab.
Click Add New Standing Order.
Unlock the green padlock
icon.Enter the required details.
Click Save.
Allocate the standing order to sites
Follow the steps below to allocate the standing order and set costs and payment dates for each site.
From the Admin area, click PMV Contracts.
Select the Standing Orders tab, then select the PMV Contracts tab.
Click Download template.
Open the spreadsheet template and update it with costs and payment dates for each applicable site.
Unlock the green padlock
icon.Click Browse and select the completed template.
Click Upload.
📌 Note: Standing orders automatically pay the contractor regardless of visits and cannot be edited like a standard order.