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Paying Bills

From the Bulk pay grid you can easily pay your bills in bulk or pay individually.

Pay in bulk

  1. Select the bills to pay by checking the box next to the Vendor and Invoice #
  2. Select the bank account, if more than one bank account has been added
  3. Select the Process date (the date the bank account is debited) 
  4. Click Send Payment

Bulk_pay_bills.png

Note: If syncing with QuickBooks for Windows, QuickBooks Online or Intacct the bank balance from the Trial Balance report within the accounting software will show up in the Bulk pay widget.

Bank_balance_in_bulk_pay_widget.png

 

Pay Individually

  1. Next to the bill, click Pay Pay_individually_1.png
  2. Select the bank account, if more than one bank account has been added
  3. Ensure the process date (the date the bank account is debited) is accurate
  4. Add a memo if applicable (70 character limit)
    • By default, the memo will contain Invoice # and account # if available on vendor's record
  5. Click Pay  Pay_individually.png

 

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