Set up bill pay

Bill pay helps your team review and organize vendor payment work.

What this feature is for

• Bill pay helps your team review and organize vendor payment work.

When to use it

• You need to track AP bills or payment runs.
• You want a workspace view of vendor obligations.

Do it manually

1. Open Money.
2. Review AP bills summary.
3. Add or review bills according to your workflow.
4. Check due dates, vendor, amount, and approval status.
5. Use payment runs when you are ready to group payments.

Ask Faster AI

Help me review bill pay for this workspace. Summarize due bills, missing details, and what should be approved before payment.

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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• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Run payment runs
• Review Money outbox status