Pay bills from Payables

Once Payables shows you what to pay, you can pay from there. Each row’s menu opens the same payment and credit dialogs as a bill’s page, and the page refreshes in place when you’re done.

Who can do this

Owners, and Staff whose Team has View payables. Paying needs Create own vendor payments; applying credit needs Apply and refund vendor credits. You only see the actions you have the right to do.

Pay one bill

On the By bill tab, open the bill’s row menu and choose Pay bill. The vendor payment dialog opens with that bill ticked for its balance. Fill in the date, method and account, and press Record payment — see Pay a vendor.

Pay several bills from one vendor

1. Tick the bills — On By bill, tick the bills you want to pay.

2. Press Pay (n) — The vendor payment dialog opens with those bills ticked for their balances.

3. Record it — Check the details and press Record payment, then confirm.

A payment is always for one vendor. If you tick bills from several vendors, Pay (n) is off and says “Pick bills from one vendor — a payment is for one vendor.”

Pay a vendor

On the By vendor tab, open the vendor’s row menu and choose Pay vendor. The dialog opens with the vendor chosen and their bills listed, ready to tick.

Apply credit

When a vendor has open credit, Apply credit shows in their row menu, and in the menu of each of their bills. It opens the bill’s apply dialog — see Apply a vendor credit to bills. The Credit to use column on By vendor shows who has credit.

Other actions

• Open bill opens the bill’s page.
• Open contact opens the vendor’s contact.

When a payment or credit is done, the toast says what happened and Payables refreshes, keeping your tab, search and age. If something fails, the message shows above the list.

Tip

Press Due in 7 days first to see this week’s bills, then tick and pay them vendor by vendor.