Once you've recorded an invoice, it's available to be paid. You can pay an individual invoice, or bulk pay a batch of selected invoices all at once.

Paying an individual invoice provides options to partially pay, customize the payment method, add notes and attachments, and customize notifications. Paying in bulk uses pre-configured values with no option to customize at the time of payment. Note that if you have a few invoices that require special treatment (e.g. partial payment, or payment by Zelle, or anything else that's different from your configuration and defaults), you can pay those individually first, then pay all remaining standard invoices in bulk to save time.

To pay an invoice individually, first locate the invoice. You can do this in a number of ways:

Select Management > Category of Person > Person Owing Payment > Options > View Invoices, then locate the invoice in the list, or filter results and/or dates to find the one you're looking for.

Select Management > Category of Person > Person Payment Owed To > Options > View Invoices, then locate the invoice in the list, or filter results and/or dates to find the one you're looking for.

Select Management > Money > Invoices, then locate the invoice in the list, or filter results and/or dates to find the one you're looking for.

Once you've located the invoice to be paid, select the Pay Invoice icon to switch to the individual invoice payment view.

If you know the person owing payment and the person payment is owed to, you can also use this method to go directly to the invoice payment view:

Select Management > Category of Person > Person Owing Payment > Pay an Invoice, then select the Payee.

Select and input the parameters for the payment. If you are making a partial payment, the amount paid on the invoice and the amount paid from the invoice bills must balance. If the account does not have sufficient money to pay this invoice, you will not be permitted to pay it (unless you allow overdrawn accounts, which is a special configuration for non-trust accounting). In such a case, you must wait to pay the invoice until the account has more money. (You can have the owner send money through their portal by credit card or ACH, wait for the next payment to be received from the occupants, or lend/gift money to the owner - in certain cases.)

Select your notification options, then select Add Payment.

To pay an invoices in bulk:

Select Management > Money > Invoices.

Select the pay invoices action icon to switch to payment mode. Select invoices to pay, or select/deselect all with the checkbox at the top of the selection column. For each selection, the account of the person owing the payment will be checked to confirm they have sufficient funds to fully pay the invoice. If they do not, the invoice will be unselected, and you will not be able to pay it here. (You can still make a partial payment following the guidance above for paying an invoice individually.)

If there are errors or warnings, such as an unbalanced invoice, these will display as warning and alert icons. Warnings allow your invoice to be paid, while errors do not.

Each invoice will be paid according to the configuration of the Payee profile, your Money settings, and your Messages & Letters settings.

Once you have selected all invoices to pay, select Pay Invoices.

Once an invoice (or batch of invoices) are paid, pay out(s) are created for the payee. Visit your Checks & Pay Outs view to manage pay outs, including consolidating queued items, printing checks, initiating ACHs, or transferring EFTs or bank payments. Additional information on dealing with pay outs is available in other articles.