Add a vendor bill

Vendor bills keep payable obligations visible before they become urgent.

What this feature is for

• Vendor bills keep payable obligations visible before they become urgent.

When to use it

• A vendor sent an invoice or bill.
• You want due dates and approval status in Money.

Do it manually

1. Open Money and Bill Pay.
2. Create or add a bill.
3. Enter vendor, amount, due date, memo, and attachment or reference when available.
4. Assign owner or approver if your workflow uses approvals.
5. Save and review the AP summary.

Ask Faster AI

Add a vendor bill for [vendor]. Ask me for amount, due date, memo, and approval owner, then keep it pending review until I confirm.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

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Related help

• Set up bill pay
• Approve a bill before payment