After the bill was created, what did I need to do next? The main action that you would need to do is to record a bill payment.

Follow the steps below to record a bill payment:

1. Go to Accounting > Bill

2. In the Action column, click View Details 

3. Click the $ Pay Bill button 

4. You can either pay via Online Payment (EFT) or Manual Payment

5. For EFT, if the bank details are added for the Vendor (the field will be automatically filled. If not, a note will show “No existing account info found for the vendor. You can provide the new account info below.”

6. Follow the steps below to add bank details for the vendor

7. Add the Account Holder Name, Institution Number, Transit Number or Branch Number, and Account Number

8. Note: MAKE SURE THE ACCOUNT INFORMATION IS VALID AND ACCURATE. ADDITIONAL CHARGES MAY APPLY WHEN A PAYMENT FAILS DUE TO AN INVALID ACCOUNT INFORMATION

9. Check the box,

• ☐ I accept and agree to the online payment terms and conditions
• ☐ I acknowledge that additional charges may occur, if the payment fails due to invalid bank information (i.e. invalid account holder name or invalid transit number or invalid account number, etc.) or for a non-sufficient fund (NSF)
• ☐ And Notify Vendor (if you want to do so)

10. Once done, click ‘Pay Now’

11. For Manual Payment, Select the Payment Date, Add Amount, Payment Method, Payment Account, Memo/Notes

12. Once done, click ‘Save’