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How Do I Record a Payment for a Bill

Once you pay a vendor - by cash, card, bank transfer, check, or other method - you record that payment against the bill so its balance and status update…

Steps

  1. Go to Pay & Expenses → Bills.
  2. Open the row actions menu (⋮) on an unpaid or partially paid bill and click "Record payment" (this option is not available once a bill is fully Paid).
  3. Review the read-only "Amount due" field.
  4. Enter the Date and Amount of the payment.
  5. Select a Method: Cash, Credit Card, Bank Transfer, Check, or Other.
  6. Select the Account the payment should be paid from.
  7. Add any reference details in the Memo/notes field.
  8. Confirm to save the payment.

Good to Know

There is no separate "reference number" field - use Memo/notes for check numbers or bank references.

Related Articles

  • How Do I Partially Pay a Bill?
  • How Do I Mark a Bill as Fully Paid?
  • How Do I Filter Bills by Status (Paid, Unpaid, Overdue)?

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