Marking Bills Paid

Marking Bills Paid

Refer to the steps below on how to mark Bills paid in Books:

1. Click on the Payments menu, and the Bills to Pay tab will load by default:

     2.   Check the boxes next to the bills you'd like to mark as paid, and you can either use the single action button on the far right (after clicking on the three dots), or you can use the mass actions menu at the bottom of the page to complete all selected bills at one time. Click the Mark Paid button.

     3. These will transition the bills to the Payments to Sync tab, where they can be synced to or downloaded for your Accounting platform, or they can be manually marked as synced.

Some things to keep in mind

• You would not perform these steps for bills that are processed in a Check Run. Under certain circumstances, you may have to pay for a bill prior to processing it through Payments on Books. In these instances, you'd follow the steps above to mark those bills manually as "paid" which bypasses the Check Run and sends those bills directly to the Payments to Sync tab.
• If you need to undo the 'paid' status of a bill, you can click into the bill itself, click the three dots at the bottom, and select Unmark Paid. This returns the bill to the "Bills to Pay" tab.