Learn how to record payments made to vendor's bills:

• Record the payment of a bill's total balance.
• Record partial payment of a bill.
• Apply a payment to more than one bill.
• Other ways of accessing bill payment.
• Bill payment number settings.

Record payment of a bill's total balance

To record the payment of a bill's total balance due, do the following:

1. Click Purchases > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. On the payments page, click the Create Payment button (3 below).
   
   
   
   
3. Select a vendor (4 below) that has a bill you want to pay. All of the vendor's bills with balances due will be displayed.
   
   
   
   
4. Check the checkbox next to "Balance Due" (5 above). Notice that in "Payment Information" the Amount Paid field is populated with the balance due.
   
   
5. Select a bank account, payment method and enter an optional reference number (6 above).
   
   
6. Enter optional internal notes (7 above).
   
   
7. Click the Save button (8 above).

Record partial payment of a bill

To record the partial payment of a bill, do the following:

1. Click Purchases > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. On the payments page, click the Create Payment button (3 below).
   
   
   
   
3. Select the vendor (4 below). All vendor bills with balances due will be displayed.
   
   
   
   
4. Enter the partial payment amount (5 above). Select a bank account from which the amount will be withdrawn, a payment method, and enter an optional reference number (6).
   
   
5. Check the checkbox next to the Balance Due amount (7). Notice that the amount entered at 5 above populates the "Amount Paid" field.
   
   
6. Enter an optional internal memo (8).
   
   
7. Click the Save button (9).

Apply a payment to more than one bill

To apply a payment to more than one bill, do the following:

1. Click Purchases > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. On the payments page, click the Create Payment button (3 below).
   
   
   
   
3. Select a vendor (4 below). All bills with balances due will be displayed.
   
   
   
   
4. Check the checkboxes next to each bill being paid (5 above). Notice that in "Payment Information" the sum of all checked bills populates the Amount Paid field.
   
   
5. Select a Flare bank account, payment method, and enter an optional reference number (6 above).
   
   
6. Enter an optional internal note (7).
   
   
7. Click the Save button (8).

You may pay one bill in full and partially pay other bills by doing the following:

1. Enter the payment amount (1 below).
   
   
   
   
2. Check the bill to be paid in full (2 above).
   
   
3. Check the bill to be partially paid (3 above) with the remainder of the payment amount.

Other ways of accessing bill payment

While viewing all bills

1. Click Purchases > Bills in Flare's main menu (1 and 2 below).
   
   
   
   
2. Check the checkbox of the bill you want to pay (3 above) and click the Payment ($) button (4).
   
   
3. The New Payment form will open with vendor pre-selected and the vendor's open bills displayed. Follow the steps above for recording a payment.
   
   

While viewing bill details

1. Click Purchases > Bills and click the Bill # link of a bill (1, 2, and 3 below).
   
   
   
   
2. Do one of the following: click the payment button above the active bill on the right (4 below) or check the checkbox next to bill you want to pay (5 below) and click the payment button (6).
   
   
   
   
3. The New Payment form will open with the vendor pre-selected and the vendor's open bills displayed. Follow the steps above for recording a payment.
   
   
   
   

Bill payment number settings

Bill payment numbers are generated and incremented automatically (starting at "PMT-000001-BIL"). By default, bill numbers use the prefix "PMT-" or "CHK-" (depending on the payment method selected) and the suffix "-BIL". The bill number scheme, prefix and suffix can be changed in bill payment number settings.

To change bill payment number settings, do the following:

1. Click Purchases > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the Create Payment button (3 below).
   
   
   
   
3. Select a payment method (4 below).
   
   
   
   
4. Click the bill payment number settings gear icon (5 below).
   
   
   
   
5. Change the bill payment number prefix (6 below). Change the bill payment number (7 below). If "Auto-generate bill payment numbers" is checked, Flare will increment the next bill payment number. Enter a bill payment number suffix (8 below).
   
   
   
   
6. Click Save (9 above).