With Bill Manager, you can create bills and schedule payments in multiple ways. You can also make a payment to a specific vendor without first creating a bill. To learn more, please follow the steps below.
Paying a vendor without creating a bill
1- In your Bill Manager Dashboard, select the Vendors tab,
2- Find the specific vendor you would like to pay and check the box next to the vendor name.
3- Enter the amount you want to pay in the Open balance field.
4- Select the Review & pay button at the bottom of the screen.
5- In the Scheduling payment screen, choose a delivery method. This is how your vendor will receive their payment. You can add or change the delivery method by accessing the Delivery method column.
6- If a delivery method is not yet set for the vendor or if you would like to add another, select + Add delivery method. You can then enter the details of the delivery method and select Continue.
7- You can edit the Debit date by selecting the dropdown menu in the Debit date column. Use the calendar popup to set the debit date.
8- You can add a memo to the vendor or an invoice number by selecting the 3 dots on the right of the payment details.
9- To continue with the payment, select the Confirm and pay button at the bottom of the dashboard.
10-Your payment is now successfully scheduled! From the success screen, you can do the following:
- You can download or print your payment summary.
- To email your vendor a detailed summary of the payment, select Notify vendor.
- Select Go to dashboard to return to your main account view.
That's it! You've successfully scheduled a vendor payment without creating a bill. You can find your new payment in the Payments tab. Your payment details are saved, and funds will be delivered according to your selected timeline and method.