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.
To set up a standing order, please follow the steps below:
From the Admin area, click PMV Contracts.
Click the Standing Orders tab.
Click Add New Standing Order.
Unlock the green padlock
icon.Enter the required details.
Click Save.
To allocate the Standing order, please follow the steps below:
Select the new standing order, then click the PMV Contracts tab.
Click Download template.
Open the spreadsheet template.
Update the file with costs and payment dates for each applicable site.
Unlock the green padlock
icon.Click Browse and select the template.
Click Upload.
📌 Note: Standing orders are designed to automatically pay the contractor regardless of visits, and they cannot be edited like a standard order.