Paying Invoices and other Features in Bill Pay

Once you have completed:

  1. the basic Bill Pay Setup and
  2. set up some or all of your Vendors

you’re ready to pay bills!   


1.  Go to Bill Pay > Invoices 


Your Bill Pay Invoices screen shows all unpaid invoices that have been closed to Accounts Payable and are from vendors that you set to Enabled in vendor setup. You can filter these invoices by vendor and status, and sort them by clicking on any of the column headers. View the invoices themselves by clicking on the Invoice number.


2.  Select the bills you want to pay:

Click the checkmark on the left side of any row to select the invoices you want to pay. You can select as many bills, from as many vendors, as you’d like. As you select invoices, you will see live summary at the top left of the table. Example below:



3.  Review, Schedule, and Confirm your payment 

Once you’ve selected the bills you want to pay, click the Review & Pay from button. If you have more than one bank account set up, you will be given the option to chose which one you would like to pay from.    


This will bring you to a final review screen where you can check the payment details, schedule payments (the default date is the next business day), and add memos (optional). Here you will also see how this will be paid, either via a physical check or an electronic payment

See this article if you're curious about transit times: When Will My Vendor Receive Their Payment?


Click Confirm Payments and we will send payment as scheduled (the next business at the earliest).  

And that's it!  


Search by Payment Status

Once a payment is confirmed, the status of the invoices that were paid will change to “Pending” and disappear from the default view on the Bill Pay Invoices screen. Once the payment has been processed by MarginEdge, the status will change to “Paid”. You can view invoices that are not in an "Unpaid" status by adjusting the filter at the top left of the Invoices table:



Other things you can do with 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


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.)



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.



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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