Recording a vendor payment updates the bill and creates operational history. Use it when a payment was made through an approved process and needs to be reflected in Money.

What this guide helps you do

• Record payment against the correct vendor bill.
• Avoid marking unpaid or disputed bills as paid.
• Use AI to find candidate bills while keeping final confirmation manual.

Before you start

• Confirm the payment actually happened or is approved to record.
• Know the vendor, bill, amount, date, and payment reference.
• Check that the bill is approved and unpaid or partially paid.

Do it manually

1. Open Money and choose Pay Bills.
2. Find the approved bill.
3. Open the bill and confirm balance due.
4. Choose the record payment action when available.
5. Enter payment amount, date, and reference details.
6. Save and confirm the bill status changed as expected.

Ask Faster AI

• Find approved vendor bills that match this payment reference and suggest which one I should review.
• Prepare a vendor payment record for this bill, but wait for my confirmation.
• Explain whether recording this payment would overpay the bill.

Review before saving, sending, paying, or refunding

• Confirm vendor, amount, currency, date, and reference.
• Do not record payment for disputed or unapproved bills.
• Check for partial-payment expectations before marking the bill paid.

Common issues and fixes

• If the bill is not eligible, check approval and current payment status.
• If a payment was recorded on the wrong bill, follow adjustment guidance and keep an audit note.
• If status does not update, refresh Money and check sync health.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of record a vendor payment with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Add a vendor bill
• Approve a bill before payment
• Run payment runs

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.