Partial bill payments

The system is designed for partial payments on bills. Partially paid bills will remain on the Bills to Pay list, with the outstanding balance displayed.


Making a Partial Payment

  1. Click Bills in the left navigation pane
  2. Click the invoice number of the bill to be partially paid
  3. Click Review & pay
  4. Update the Pay Amount to an amount less than the amount due, but greater than $0.00
  5. Select the correct process date if applicable
  6. Select the bank account to pay from if more than one
  7. Edit the Memo field - This field defaults with the invoice number and account number of the vendor (if applicable) after the payment is submitted
    • This may be edited as necessary
      • There is a character limit of 170
  8. Click Pay

Marking a bill as partially paid

Record offline payments on these bills to mark them as partially paid without sending a live payment.

  1. Click Bills in the left navigation menu
  2. Check the box for the invoice number(s) to be marked as paid
  3. Click Mark as paid
  4. Enter offline payment details
    • Payment Amount: By default, the full amount is pre-populated
    • Payment Date: Select the date the payment was made
      • For offline payments only, you can select a date in the past
    • Chart of Account:
      • This field will auto-fill with the account designated in sync preferences field "Default Checking Account in Accounting Software." Edit as necessary.
        • The only options available will be bank type or credit card type accounts
    • Sync: Should this payment sync to the accounting software to mark the same bill as paid?
      • If the payment has already been manually recorded in the accounting software, uncheck this box
    • Reference Number:
      • QuickBooks Online: This field should be left blank when syncing with QuickBooks Online and paying multiple bills with one offline payment to avoid sync errors
    • Memo: This field defaults to the invoice number of the bill being paid and account number of the vendor (if applicable) after the payment is submitted
      • This may be edited as necessary, up to a character limit of 170
  5. Click Submit