Skip to main content

Marking Bills as Paid or Unpaid

  • Updated

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.

 

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

  1. Navigate to the "Unpaid" or the "Payments" tab from the Bill Pay page
  2. Select the bill
  3. Click the three vertical dots menu > Select the "Mark as Paid" button

Once a bill has been marked as paid, it will be moved to the "All Bills" tab.

 

How to Mark a Bill as Unpaid

  1. Navigate to the "All Bills" tab from the Bill Pay page
  2. Select the bill 
  3. Click the three vertical dots menu > Select the "Mark as Unpaid" button

Once a bill has been marked as unpaid, it will be moved to the "Unpaid" tab and can be scheduled for payment.

Note that bills imported from your accounting sync can not be marked as paid.

 

How to Delete a Bill that has been Marked as Unpaid:

  1. Go to the "Unpaid" tab
  2. Select the bill > Click the three vertical dots menu > Select the "Move to drafts"
  3. Go to the "Drafts" tab
  4. Select the bill > Click the three vertical dots menu > Select the "Delete" button

 

 

 

 

 

Related articles