It’s possible that you have multiple bills waiting to be paid and you also want to make a payment without a bill.
You can also make multiple payments at once from your Vendors tab.
This article is relevant for: Core subscribers, Boost subscribers.
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Here’s how to pay multiple bills from the Bills tab:
1. Go to the Bills tab.
2. Check the box next to all the bills you want to pay. At the bottom, you can see a summary of the payment including the total amount and number of bills.
3. Click Review and pay.
4. On the Scheduling payments screen, you’ll see the selected bills to pay.
Note: Bills to the same vendor.
You can combine multiple bills for the same vendor into one payment. To do so toggle on Combine payments.
Tips: Get the most out of scheduling payments
- Pay all your bills at once on a set date, or pay each bill on its due date.
- Sort the table by deduction date by clicking on the column title.
- Select a payment method, deduction date, and delivery method for each bill separately.
- Ask a vendor to fill out their payment details if you don’t know their delivery method by clicking +Add method.
Notes: Organize the list before making the payment.
- Errors: You can’t schedule the payment if there is missing information. To learn more about batch payment errors, read this article.
- Delete a payment: Click the three dots next to the amount and select Remove payment from the dropdown list.
- Add a memo to the vendor (optional): Click the three dots next to the amount and select Add memo to vendor from the dropdown list.
5. Once all of your payments are ready to go, you’ll see the total amount to be paid and the total fees on the top right of your screen.
6. Click Schedule payments to continue.
7. Payments are scheduled. For every payment, you get a separate summary. At the bottom, you can see the number of summaries. Pass through them by clicking the left/right arrow.
Click Go to dashboard to go back to the Bills tab and schedule more payments.
That’s it! Your batch payment is on its way. You’ll receive an email listing all the scheduled payments with relevant details.