Run payment runs

Payment runs help group payable work for review and execution.

What this feature is for

• Payment runs help group payable work for review and execution.

When to use it

• You have multiple bills ready for payment.
• You want a controlled review instead of one-off actions.

Do it manually

1. Open Money and payment runs.
2. Review included bills, vendor details, amounts, and due dates.
3. Confirm approvals and payment method.
4. Run only after final review.
5. Check resulting status and outbox activity.

Ask Faster AI

Prepare a payment run review for bills due [date range]. List vendors, amounts, risks, and what I must approve before running it.

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

• Screenshot placeholder: Replace with an annotated screenshot of run payment runs.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Set up bill pay
• Review Money outbox status