You can manually mark bills as Paid in Float when payments are processed outside of Float. This helps keep your records accurate in Float.
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 Payments 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 Multiple Bills as Paid?
- Navigate to the Unpaid tab from the Bill Pay page
- Select the checkbox to the left of the bills you want to mark as paid
- In the action bar, click "Mark as Paid"
You can only mark bills as paid in bulk if they all have the same status, for example "Missing Payee Details", "Missing Payment Date" or "Awaiting Payment". Once the bills have been marked as paid, they will be moved to the All Bills tab.
Important: Marking bills as paid with an accounting integration
- Marking a bill you created in Float as paid doesn't export the payment to your connected accounting system (QuickBooks Online, Xero or NetSuite)
- To keep your books accurate, manually mark the bill as paid in your accounting system
- If the bill was exported before you marked it as paid, it remains in your accounting system as unpaid. Only the completed payment isn't exported
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?
No. Bills imported from your accounting software can't be marked as paid in Float. Mark the bill as paid in your accounting software instead.
After the next sync, Float marks the bill as paid and moves it to the All Bills tab on the Bill Pay page. Float syncs once a day, and you can import sooner by selecting "Import Unpaid Bills" on the Open Bills tile.
For more details, see: Importing Unpaid Bills from your Connected Accounting Software