1. Types of Recording Bill Payments

2. First step, from the left navigation menu, go to the Accounting & Reports section, click on the Accounting dropdown, and then select Bill to access the list of all created bills

3. Now that we’re on the Bill List View page, let’s focus on the highlighted bill below. To record a payment, simply click on the dollar icon next to the specific bill

4. Right after clicking the dollar icon, a pop-up window will appear. If you take a closer look, you’ll see two tabs, giving you two options to proceed. You can either choose the Online Payment tab to process a payment digitally, or select the Manual Payment tab, to log a payment made outside the system

5. Review the pre-filled details carefully, including the account holder name, institution number, transit number, and account number. Also, double-check the amount to ensure everything is correct before proceeding

6. Go through this note here, which explains that It’s important to double-check the account information, before proceeding. If any details, like the account number or transit number, are incorrect, the payment could fail, and additional charges may apply

7. Tick the checkboxes here after reading them carefully

8. Finally, click on the Pay Now button to complete the transaction

9. You can also record a manual payment by switching to the Manual Payment tab first. This allows you to log payments made outside the portal, such as cash or cheque, or so on

10. Go through the details like amount, payment method, payment account. Then simply click on record payment button