Sign in

Overview and Paying bills

 

For Basic Payables accounts started after 10/20/16, improvements to the Overview page creates a more simplified dashboard, with everything in one place. Instead of having to navigate around, users will be able to view unpaid bills and payment history right on the Overview page, bills can even be paid in bulk directly from the dashboard.

Overview.png

Bulk Pay

Multiple bills can be selected at the same time for the same process date. To pay bills in bulk:

  1. Select one or more bills to pay
  2. Select bank account (if more than one)
  3. Select process date
    • Process date is the day we withdraw funds from your bank account.
  4. Click Send Payment

Bulk_Payu.png

Individual Pay

Pay bills individually from the bulk pay dashboard.

  1. Click Pay next to the bill to be paid Individual_Pay.png
  2. Enter payment details
  3. Click Pay

Pay from Invoice

  1. From the Overview page, click on the Invoice #
  2. Click Pay Pay_from_Invoice.png
  3. Enter payment details
  4. Click Pay

Things to know

  • Payments out tab on dashboard will only show payments with a process date within the next 30 days
  • To see payments with a process date more than 30 days out click on Payments Out link in the left-hand navigation bar
  • Edit memo field for payments is not supported at this time
  • 100 bills can be selected and paid at once

 

 

Have more questions? Submit a request
Powered by Zendesk