Pay a bill

From the Bill screen, you can easily pay your bills in bulk or pay each bill individually.

Before paying bills, be sure to check the Payment Information on the vendor's record, to be sure it is correct:

• Pay to name is the name we'll use as the payee on a check
• Payment Notification Email is the email address we'll use to let the vendor know when a check payment is on the way, or an ePayment has been deposited

Note: In our continued diligence to protect our customers from fraud, payment limits vary from account to account based on factors such as payment amount, payment history, length of account, etc. If you get an error regarding payment limits, please contact Customer Support for assistance.

Jump to:

• Pay bills in bulk
• Pay bills individually

Pay bills in bulk

1. Select Bills from the navigation menu

2. Select the bills to pay by checking the box next to the Vendor and Invoice #

   • A maximum of 200 bills can be paid in one batch; you can select more than 200 bills at a time, and the system will help you process the first 200, then remember your selection of the remaining bills so you can easily continue with the next batch
   • If there's a document associated, there will be a document icon; select this icon to display a preview of the first page of any associated bill documents
   • If there's a note on the bill, hover over the note icon to read it

3. Select the Process Date, payment amount, and payment account for each selected bill individually, or select the Process Date and payment account in the bulk update fields at the top of the list to update all selected bills to the same Process Date and payment account at once

4. Select Review & pay
   

5. Review Payments

   • If paying multiple invoices to the same vendor, hover over Multiple under Invoice # to see the invoices associated to the payment
   • Edit the email address for the vendor's payment notification if needed
   • Customize the memo field by adding to or overwriting what's pre-populated; by default this will be populated with the Invoice # and Vendor account #, if available
     • If paying multiple invoices to the same vendor with one payment, instead of Invoice # the memo field will be populated with Multiple Invoices
     • Once saved, the memo field can't be edited
       • If the memo field needs to be edited, the payment will need to be canceled and a new payment issued
     • The memo field has a limit of 70 characters
   • If you need to remove a bill from this bulk payment, select the trash can to remove, and continue with only the remaining bills

6. Select Submit payments
   
   

Pay bills individually

1. Select Bills from the navigation menu
2. Select the bill to pay by checking the box next to the Vendor and Invoice #
   • If there's a document associated, there will be a document icon; select this icon to display a preview of the first page of any associated bill documents
   • If there's a note on the bill, hover over the note icon to read it
3. Select the Process Date, payment amount, and payment account for the selected bill
4. Select Review & pay
   
5. Review Payment
   • Edit the payment amount, Process Date, and payment account again, if needed
   • Customize the memo field by adding to or overwriting what's pre-populated; by default this will be populated with the Invoice # and Vendor account #, if available
     • If paying multiple invoices to the same vendor with one payment, instead of Invoice # the memo field will be populated with Multiple Invoices
     • Once saved, the memo field can't be edited
       • If the memo field needs to be edited, the payment will need to be canceled and a new payment issued
     • The memo field has a limit of 70 characters
     • The payment memo field doesn't sync and will need to be manually updated in your accounting software.
   • If it is a check payment, double check the address and edit if needed
6. Select Pay