Paying a vendor

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

Note: in our continued diligence to protect our customers from fraud, paymemnt 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

Pay Bills in bulk

  1. Click Bills from the left navigation pane

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

    • If there is a document associated, there will be a document icon; click this icon to display a preview of the first page of any associated bill documents
    • If there is 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. Click 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 is 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
      • If you need to remove a bill from this bulk payment, click the trash can to remove, and continue with only the remaining bills
  6. Click Submit payments

Pay Bills individually

  1. Click Bills from the left navigation pane
  2. Select the bill to pay by checking the box next to the Vendor and Invoice #
    • If there is a document associated, there will be a document icon; click this icon to display a preview of the first page of any associated bill documents
    • If there is 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. Click 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 is pre-populated; by default this will be populated with the Invoice # and Vendor account #, if available
    • If it is a check payment, double check the address and edit if needed
  6. Click Pay