Sometimes you pay a bill outside of CashFlow Central. In these cases, you can mark these bills as paid to avoid paying them twice.
CashFlow Central lets you mark a bill as paid or unpaid and move it to the right tab, so you're always in control of your business bill payments.
This guide will show you how to:
Marking a bill as paid
When you mark a bill as paid, it will move from the Bills tab to the Payments tab under the Paid sub-tab.
Here's how it's done:
1- In the left sidebar menu, select the Pay icon to access your Pay dashboard.
2- In the Bills tab, find the bill you want to mark as paid.
3- Select the three dots on the right.
4- Select Mark as paid from the dropdown list.
5- In the confirmation window, select Mark as paid.
Is your account synced with accounting software? If your account is synced with accounting software, you'll be asked to select the account it was paid from. Select it and then select Mark as paid to continue.
That's it! Your bill is labeled Marked as paid and moved to the Payments tab.
Marking a bill as unpaid
Which payments can be marked as unpaid? Only bills you previously marked as paid can be marked as unpaid. You can't mark a payment that was successfully paid through CashFlow Central.
When you mark a bill as unpaid, it moves from the Payments tab to the Bills tab. From the Bills tab, you can schedule a payment just as you always do.
Here's how to do it:
1- In the left sidebar menu, select the Pay icon to access your Pay dashboard.
2- Select the Payments tab.
3- Find the bill that was previously marked as paid and select the three dots.
4- Select Mark as unpaid.
5- Your bill will now move back to the Bills tab.
That's it! You can now schedule a payment for this bill whenever you're ready.