Set up bill pay

Bill pay helps teams track what the business owes and what needs approval before payment.

Add bill details

1. Open bill pay or Faster Money.
2. Add the vendor, amount, due date, category, and supporting details.
3. Attach documents or notes your team needs for review.

Review and approve

1. Assign an owner or approver when needed.
2. Check due date, amount, and vendor details before approval.
3. Use status to distinguish draft, ready, approved, paid, and blocked bills.

Track completion

1. Confirm the bill status after payment.
2. Keep the vendor record current.
3. Review upcoming bills during weekly money review.

Good to know

• Use bill pay for repeatable vendor obligations.
• Approvals are most useful when ownership is clear.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.