Unpaid to Paid

Hi Carole,

There are a few methods of marking bills as paid on the system.

If you import your bank statements then you can pay bills (and invoices) by explaining the transactions on the import against the relevant invoices. To do this, head to Money > Bank accounts and select the statement you wish to explain

Then select the transaction that relates to an unpaid bill by clicking on it and this will open a box below. Select the entity from the drop-down next to the 'To' field and this will automatically bring up any unpaid invoices for that supplier/customer. Ensure all the fields contain the correct details and click 'Add transaction' next to the relevant bill and this will explain the payment and mark the bill as paid. The bill will then be moved to the 'Paid' tab as well.

If you do not import bank statements, then they can be paid off quickly by using the Quick pay box on the bills. Open up the bill you wish to pay and scroll down and enter the details of the payment in the required fields, then click 'Pay' to complete. This will then move the bill to the 'Paid' section.

This will automatically create an entry in the bank account to be reconciled. The guide here https://www.clearbooks.co.uk/support/guides/reconciliation/manually-reconcile-bank-account/ takes you through the steps for reconciling transactions in Money > bank accounts.

If you quick pay a bill that later appears on an imported statement, you can reconcile the paid bill against the payment on the import so that there isn't a duplicate payment entry. The guide here https://www.clearbooks.co.uk/support/guides/new-navigation-reconcile-paid-invoice-receipt-imported-statement/ shows how to do this.

I hope that this has been helpful. If you have any further questions, please do let us know.

Kind Regards,

Natasha