Pay a bill

Paying a bill records a payment against it, marks it paid (or partially paid), and reflects the money leaving the bank account you pay from. You can pay by check, cash, or EFT, make a full or partial payment, and optionally have the app generate a printable check.

When to use it: when you’re ready to pay one specific bill. To pay several bills for a property in one pass, use Pay multiple bills at once instead.

Before you start

• The bill must already be entered. See Add a bill.
• You need a bank account to pay from. See Add a bank account.
• To print a check, the bank account must have check printing set up (a Check Layout other than None, plus account/routing/fractional numbers). See Print a check.

Steps

1. In the left sidebar, click Bills.

   

2. Click the bill you want to pay to open its Summary page, then choose Pay Bill from its Actions menu.

3. Fill in the payment details:

   • Date (required) — the payment date (defaults to today). This is the date the money leaves the account and the date the payment clears against on reconciliation.
   • Pay By (required) — choose Check, Cash, or EFT.
   • Print Check (required when paying by Check) — choose Yes to have the app generate a printable check, or No if you’ve already written the check by hand. If you choose No, you can type the Check # you used.
   • Memo — an optional note that appears on the payment and (for printed checks) the check voucher.
   • Bank Account (required) — the account the money comes from. Its balance goes down by the payment amount.

4. In the line-item table, confirm or adjust the amount being paid on each expense line. To pay the bill in full, leave the amounts at the full remaining balance; to make a partial payment, lower the amounts.

5. Click Pay Bill.

What you’ll see

You return to the bill’s Summary with the payment listed under Payments. The bill is marked PAID when fully paid, or stays DUE with a reduced balance if you paid only part. If you chose Print Check: Yes, the check PDF opens in a new browser tab ready to print.

Tips

• The amounts you enter per line must add up to the total payment, and you can’t pay more than a line’s remaining balance.
• Paying by check with Print Check set to Yes uses the bank account’s next check number automatically, then advances it for the next check.
• A recorded bill payment can be edited or deleted later from the bill’s Summary (under Payments → the payment’s Action menu). Deleting a payment is also the first step if you ever need to delete the bill itself. See Delete a bill.

Related articles

• Add a bill
• Pay multiple bills at once
• Print a check
• Delete a bill