How to Pay a Bill

Paying your bills through our platform is designed to be quick and secure. Follow this simple step-by-step guide to get your vendor paid on time.
 

Step 1: Add the Bill

Click the Add Bill button in the top right corner of your screen. You have two options:
 

• Upload: Select a bill file from your computer.
• Manual: Type the bill details in yourself.

If you upload a file, our system automatically scans it and pulls out the important details (like the amount and due date) for you.

 

Step 2: Review and Select Vendor

On the next screen, double-check that the scanned details match your actual bill.

• Existing Vendor: If you have paid this person or company before, simply select them from the list.
• New Vendor: If this is a new payee, click the dropdown and select Add Vendor.
• Enter their contact information and click Save.
• Note: You can save a vendor even if you don't have their bank details yet, but you must enter their payment details before you can actually send them money.

Step 3: Set Payment Details

Scroll down to the "Payment Details" section on the left. Here, you will decide how and when to pay.

1. Pay From: Select which of your bank accounts the money should be taken from.
2. Payment Method: Choose how the vendor receives the money. Each method has different speeds and fees:
   1. Standard ACH (Regular electronic transfer)
   2. Same Day ACH (Faster electronic transfer)
   3. Check (Physical paper check mailed to them)
3. Deduction Date: Choose the day you want the money taken from your account.
   1. Helpful feature: Based on the method you choose, we automatically calculate the latest day you can pay to ensure the money arrives by the due date.
4. Expected By: This is when we estimate your money will land in the vendor’s account. Actual timing depends on the payee's bank and may vary.

Step 4: Submit or Save

• Save as Draft: If you are missing details (like the vendor's bank account number), click Save as Draft to finish it later.
• Submit: If everything looks correct, click Continue. Review the summary screen, and then click Submit.

What Happens Next?

Once you click Submit, your bill enters a lifecycle of statuses so you can track the money:
 

Important Note on Canceling: You can edit or cancel any scheduled payment up until the day before the scheduled deduction date. Once the deduction date arrives, the process cannot be stopped.