Float Bill Pay lets you upload and submit invoices directly in Float so you can pay vendors from your connected bank account. This article covers common questions about using Bill Pay, managing access, and uploading invoices.
For common questions related to bill payments, see: Bill Pay - Payments FAQ.
What does "Business Review in Process" mean in Bill Pay?
This means your business is still being reviewed by our payment processing partner. You won't be able to use Bill Pay until your business is approved.
This review is separate from Float's business verification process to onboard your business to our other spend tools. Only businesses approved by our payment partner will be able to use Bill Pay.
Can US-domiciled businesses get access to Bill Pay?
No, Float's Bill Pay feature is currently only available to Canadian-domiciled entities.
US-domiciled businesses are not supported for Bill Pay at this time. If your business is incorporated or operates primarily in the US, you won’t be able to access or use Bill Pay features in Float.
How do I get access to Bill Pay?
Bill Pay is accessible to users with certain roles ("Spenders" cannot access Bill Pay). If you're not seeing the Bill Pay tab and think you should, reach out to your Float Administrator to review your user role.
For more information, see: Bill Pay User Roles.
Can I upload bills from the mobile app?
Float's mobile app is Spender-oriented and does not currently include Bill Pay functionality. Log-in to app.floatfinancial.com to use Bill Pay features.
For more information, see: Uploading, Email Forwarding, and Importing Bills to Float.
Can I upload multiple bills for the same vendor at one time?
Each bill must be uploaded and submitted one at a time.
However, if you're making multiple payments to the same vendor, they can be grouped into a single batch payment.
For more information on batch payments, see: How to Schedule, Reschedule & Unschedule Bill Payments.
How do I edit a bill that’s already been paid?
Bills can only be edited while they’re still in Draft status. If a bill has already been paid, changes cannot be made.
If the bill has already moved past the draft stage, check with a Float Administrator at your company to figure out the best next steps.
What happens if I upload the wrong invoice?
If the bill is still in Draft:
You can delete the draft and start over. Upload the correct invoice, fill in the required line items, and submit it for approval.
If the bill has already been approved or paid:
You won’t be able to upload a new invoice as changes can only be made in the Draft stage.
How do I delete a bill?
A bill can only be deleted from the Drafts tab in Float Bill Pay.
To delete a draft bill:
Login to your account through app.floatfinancial.com
Go to Bill Pay > Drafts
Select the bill with the incorrect invoice
Click the 3 dots and select Delete
Why can I only select Canada or the USA when editing a CAD vendor in Bill Pay, but can choose any country for USD payments?
USD bill payments can only be sent to USD vendors, and CAD bill payments can only be sent to CAD vendors. Float supports USD-to-USD wire payments to many countries, which is why you’ll see more country options for USD. For CAD payments, the only available countries are Canada and the US.
For more information, please see:
Managing Vendors and their Payment Details for Bill Pay
If a vendor doesn't send an invoice, can I still pay the bill in Float?
Float Bill Pay requires a document to begin the payment workflow. If the vendor didn’t send you a formal invoice, you can create your own document with the payment details—like a PDF summary, contract, or even a screenshot and use that instead. You could also use a supporting document to stand in for the invoice if one is not available.
Once you’ve got that, upload it to Float and complete the payment workflow as usual.
What file types can I upload to Bill Pay?
Acceptable file types include:
PDF files
PNG and JPG images
Can I track which user submitted a bill after it has been paid?
Yes, you can view who submitted a bill by:
- Login to your account through app.floatfinancial.com
- Go to Bill Pay > All Bills
- The user will be indicated under the "Created by" column
Can I use Bill Pay to pay my credit card?
No, Bill Pay can’t be used to send payments to your credit card or bank account.
To see a full list of restrictions, check out: Bill Pay Acceptable Use Policy.
Can I pay government bills, such as CRA remittances or WSIB dues with Float Bill Pay?
At this time, Float Bill Pay doesn't currently support payments to government entities like the CRA, WSIB, or provincial ministries.
Can I use Float Bill Pay for payroll?
No. At this time, Float Bill Pay is not designed to support payroll payments and will be rejected.
Can I add comments when rejecting a Bill?
No. Comments can’t be added when rejecting a bill in Float. Any communication about why the bill was rejected will need to happen outside of Float.
Is NetSuite compatible with Float Bill Pay?
No. Only QuickBooks Online (QBO) and Xero can be configured for Float Bill Pay.