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How to Process Bills and Bill Payments
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3 minutes
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Create a New Bill
Make a Payment
Pay Bills
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Navigate to Brokerage Engine.
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Click "Accounting".
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Create a New Bill
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Click "Quick Actions".
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Click "New Bill" to enter the information.
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Click on Vendor to display the dropdown menu. Select a name.
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Make a selection on the dropdown menu for Term and A/P Account.
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Click the "Bill No." optional field this number cannot repeat and will show in the check under memo.
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Click here to select the account.
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Type an optional description.
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Click this text field to add the amount.
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Click the checkbox if the bill is billable to a customer.
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Select a customer from the dropdown menu.
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The checkbox and the customer fields can remain blank if the bill is not billable.
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Click "-- Select Class --"
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Click "Add Line" of adding another item to the bill.
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Click the "Memo" optional field to add text.
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Click "Save" or "Save & New".
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Click "OK"
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Make a Payment
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Click "Toggle Dropdown" next to Journal Entries for options.
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Click "Make Payment" if you'd like to pay right away.
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Pay Bills
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You can also pay bills by clicking "Quick Actions"
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Click "Pay Bills"
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Click "-- Select Payee --" to search and add parameters if need be.
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Select the Vendor from the dropdown menu.
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Click "Search"
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Click the checkbox(es) of the Bills to be included in the check.
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Click "Save and Print"
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The list of checks that need to be printed will populate. Search for the one(s) you need to print.
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Click here to select them.
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Click "Preview and Print"
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The check will populate and can be printed.
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Answer the prompt window accordingly.
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