Partial bill payments

February 07, 2022 21:50
Updated

You can make partial payments on bills in Bill.com. Partially paid bills remain on the Bills to Pay list, with the outstanding balance displayed.

Make a Partial Payment

Select Bills in the navigation menu
Select the invoice number of the bill to be partially paid
Select Review & pay
Update the Payment Amount to an amount less than the amount due, but greater than $0.00
Select the correct Process Date if applicable
Select the payment account
Edit the Memo field - This field defaults with the invoice number and account number of the vendor (if applicable) after the payment is submitted
- This may be edited as necessary, up to a character limit of 170
Select Pay

Mark a bill as partially paid

Record offline payments on these bills to mark them as partially paid without sending a live payment.

Select Bills in the navigation menu
Select the checkbox for the invoice number(s) to be marked as paid
Select Mark as paid
Enter offline payment details
- Payment Amount: By default, the full amount is pre-populated
- Payment Date: Select the date the payment was made
  - For offline payments only, you can select a date in the past
- Chart of Account:
  - This field will auto-fill with the account designated in sync preferences field "Default Checking Account in Accounting Software." Edit as necessary.
    - The only options available will be bank type or credit card type accounts
- Sync: Should this payment sync to the accounting software to mark the same bill as paid?
  - If the payment has already been manually recorded in the accounting software, uncheck this box
- Reference Number:
  - QuickBooks Online: This field should be left blank when syncing with QuickBooks Online and paying multiple bills with one offline payment to avoid sync errors
- Memo: This field defaults to the invoice number of the bill being paid and account number of the vendor (if applicable) after the payment is submitted
  - This may be edited as necessary, up to a character limit of 170