Paying Invoices and other Bill Pay Features

Once you have completed the basic Bill Pay Setup and set up some or all of your Vendors, you’re now ready to pay bills!   

Pay a Bill

1. Click on Bill Pay > Invoices

Click on Bill Pay > Invoices


You have lots of options for viewing your invoices, but by default, this screen only displays unpaid invoices. View the invoice image by clicking on the Invoice number.

Search filters are available using the drop down buttons and by entering key words into the search bar. Clicking on the column headers, as shown, will sort them first in ascending order and then descending order if you click again. 

You have lots of options for viewing your invoices. You can adjust the filters using the drop down buttons and you can also enter key words into the search bar.
Clicking on the column headers, as shown, will sort them accordingly, ascending order and then descending order if you


2. Select as many invoices as you want to schedule. The “Summary” displayed will update live with the total payment value.

If you have filtered down to just what you need, you can also click the top checkmark to select all invoices displayed.

Select as many invoices as you want to schedule. The Summary will update live to show you the total payment value. You can also click the checkmark up top to select all invoices displayed


3. Once you have selected all the invoices you want to pay, click on "Review & pay".

If you have more than one bank account set up, you will see the option to chose which one you would like to use.    

Once you have selected all the invoices you want to pay, click on "Review & pay"

 

4. A confirmation box will pop up. From here, you can adjust the date, the memo and learn expected arrival dates.

  • The send date defaults to the soonest possible processing date. If this is correct, you don't need to edit any dates.
    • To adjust all dates for all payments in this batch, set the "Send Date For All Payments" found up top. 
    • Use the date selector box to choose your send date.

billPaysendDate.png
A date selector box drops down to choose your send date.
You can edit the Send Date on any payment. The date selector will drop down again for yo
  • You can also see next to the amount how this will be paid, either via a physical check or an electronic payment
  • When there are two payments to the same vendor, we will combine those automatically into one payment. If you want to double check what's included in this payment, Click on they hyperlinked "2 Invoices" text.
  • Below this you can also add a memo to the payment. 
If you want to double check what's included in this payment, Click on 2 Invoices

 

5. You have two options for email confirmation (as shown by the arrows in the image below):

#1: this checkbox allows you to send the vendor an email confirmation when the payment processes (vendor email address must be entered when configuring the vendor under "Settings")

#2 this check box shows you will receive a confirmation email, it's checked by default

Learn more here: Confirmation Email Settings for Bill Pay

The arrows show the two options for email confirmation: 
#1: this checkbox allows you to confirm sending the vendor an email confirmation (vendor email address must be entered when configuring the vendor under "Settings")
#2 this one is checked by default and will send you an ema

6. Don't forget to click CONFIRM PAYMENTS when finished!
(Or cancel out if you need to make any changes before confirming.)

 

 

Other things you can do though [me] Bill Pay 

Mark bills as having been paid outside of MarginEdge.

If you see invoices on your Bill Pay screen that you've already paid outside of ME Bill Pay, you can remove them from your Bill Pay Invoices screen by selecting these invoices, clicking on Other Actions at the top right of the screen, then clicking Mark as Paid Externally. This will change the status for the selected invoices from "Unpaid" to "Paid Externally", removing it from the default Bill Pay Invoices screen view.

If for any reason you marked an invoice as “Paid Externally” but later decide you want to pay it through ME Bill Pay, you'll need to change the status of the invoice from "Paid Externally" to "Unpaid." To do this, adjust your Bill Pay Invoices screen filter to include "Paid Externally", select the invoice you'd like to mark as "Unpaid", then click on Other Actions at the top right of the screen and click Mark as Unpaid button. You will now be able to see and pay the invoice from your Bill Pay Invoices screen.

 

View Images of Payments that are ‘Pending’ or have been Sent

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To see your payments, go to Bill Pay > Payments. On the Payments screen, you will see any bills for the given date range that are either awaiting processing or that have been paid.

Use the date selector to change the range of payment dates you want to review.

If you want to see a copy of the payment that was sent, select “View Payments” button, then click "Payment Only":

If you want to also see the associated invoices for review, select the payment, click the “View Payments” button, then click "Payment and Backup Documents". (Remember, we do not send copies of invoices along with the payments.)

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Download copies of checks to send to vendors

Full article with video here: Downloading eCheck PDFs

Sometimes vendors will ask for a PDF of the actual check for them to mobile deposit - for example, if a check is held up in the mail or is overdue and you want to rush it to them. You can download a PDF of the check (an "eCheck") from the `View Payments` menu.

mceclip2.png

 

To avoid duplicate checks, if the check has not already been printed and mailed, downloading the eCheck will mark the check as "Sent" and it will not be physically printed and mailed. If the check already been printed and mailed, you can still download it, there will be a pop-up telling you that it has been downloaded and to mindful of the potential for duplicates.

 

Still want more?

Learn about and set up AutoPay

Learn about and set up a Payment Approver

Have more questions? Submit a request

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