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Bill Pay - Workflow FAQ

  • Updated

This article covers common questions about Float Bill Pays workflow, from uploading a draft bill, to scheduling a bill for payment. 

 

Common Questions

How should I handle multiple or separate bills that are in the same invoice document?

Why am I getting an error while uploading an invoice document to Float?

Why is the "Get Approval" button greyed out? Why can't I submit the bill for approval?

Why is the Date filter not showing bills from the selected date period?

Why are invoices emailed to our bill forwarding email address not creating draft bills in Float?

 

How should I handle multiple or separate bills that are in the same invoice document?

You have a few options depending on how you want to pay:

  1. Create separate bills:
    If each bill should be paid individually, upload or forward the invoice once, then create multiple bills in Float and attach the same document to each one.

  2. Use line items:
    If you want to make a single payment, create one bill and use separate line items to represent each sub-bill or section of the invoice.

  3. Split the Document (optional):
    You can also use a PDF editor to break the document into separate files before uploading them to Float, each as an individual draft invoice.

 

Why am I getting an error while uploading an invoice document to Float?

While uploading an invoice document to Float Bill Pay in the Drafts tab, you may see an error like “An error occurred. There was an issue with that action”.

This usually happens when the document contains embedded scripts or active content. Float does not allow uploads of files with embedded scripts because they pose a security risk.

To fix this:

  • Remove the embedded scripts from the document (if possible, or if you have Adobe Pro, which allows this)

  • Save the document as a different file type or image file (supported file types are: PDF, PNG and JPG)

  • Re-upload the invoice document to Float:

    1. Log in to your Float account at login.floatcard.com

    2. Go to Bill Pay > Drafts

    3. Select New Bills > Drag-and-drop the bill file or upload it from your device

For more upload methods, see: Uploading, Email Forwarding, and Importing Bills to Float

 

Why is the "Get Approval" button greyed out? Why can't I submit the bill for approval?

The "Get Approval" button will be greyed out if the bill is not ready to be sent for approval. If you hover your mouse over the greyed out "Get Approval" button, 

Common Reasons:

  • "Finish Bill Pay setup in the Settings to submit your first bill for Approval and Payment."
  • "Review the form below and fix any errors before proceeding."
    • You will not be able to submit a draft bill for approval if the draft bill has any of the following errors:
      • Missing vendor
      • Missing vendor payment details
      • Line items do not add up
    • Ensure that all of the errors are fixed on the draft bill, and the "Get Approval" button will turn blue to proceed

 

Why is the Date filter not showing bills from the selected date period?

The Bill Pay Date filter shows bills based on their Created At date. For imported unpaid bills synced from your accounting system, the filter uses the Imported At date instead.

If a bill doesn’t appear in your selected range, its Created At or Imported At timestamp may fall outside the dates you've selected.

To verify the Created At and Imported At dates of a bill, hover your mouse over the icon in the Source column of the bill.

 

Why are invoices emailed to our bill forwarding email address not creating draft bills in Float?

When you or your vendors are forwarding invoices to your business's unique bill forwarding email address, a draft invoice will be automatically created in the Drafts tab of the Bill Pay page.

Only documents that are added as attachments to the email will create draft bills in Float. Invoices in the body of the email will not create a draft bill in Float.

For more details, see: Uploading, Email Forwarding, and Importing Bills to Float

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