You can manually mark bills as Paid in Float when payments are processed outside of Float. This helps keep your records accurate and your accounting exports clean.
Guide Overview
Can You Mark Imported Unpaid Bills as Paid?
When to Mark a Bill as Paid?
If payment was made outside of Float, marking the bill as paid ensures the correct bill status is reflected in Float.
Note that it is only possible to mark a bill as paid after it has been approved. Draft bills can not be marked as paid.
How to Mark a Bill as Paid?
- Navigate to the "Unpaid" or the "Scheduled" tab from the Bill Pay page
- Select the bill
- Click the three vertical dots menu > Select "Mark as Paid"
Once a bill has been marked as paid, it will be moved to the "All Bills" tab.
How to Mark a Bill as Unpaid?
- Navigate to the "All Bills" tab from the Bill Pay page
- Select the bill > Click the three vertical dots menu > Select "Mark as Unpaid"
Once a bill has been marked as unpaid, it will be moved to the "Unpaid" tab and can be scheduled for payment.
How to Delete a Bill that has been Marked as Unpaid?
Go to the "Unpaid" tab
Select the bill > Click the three vertical dots menu > Select "Move to drafts"
Go to the "Drafts" tab
Select the bill > Click the three vertical dots menu > Select the "Delete" button
Can You Mark Imported Unpaid Bills as Paid?
You can mark imported bills as paid directly in Float or from within your accounting software (QBO, Xero or NetSuite).
If you have the import unpaid bill feature enabled, you can:
- Mark a bill as paid in Float -> Float will update that bill as paid in QBO/Xero/NetSuite
- Mark an imported bill as paid in QBO/Xero/NetSuite -> After the next sync, that bill will be marked as paid in Float and move to the "All Bills" tab in the Bill Pay page