Pay Bill With Bank Payment or Credit Card

Audience: Admin, Finance
Type: Task

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 4: Vendor and Bill Management

Purpose

This feature allows you to record payments made to vendors using a bank account or credit card.

Recording payments updates vendor balances and accounting records in SmartBooks.

How to Access

1. Go to SmartBooks

2. Click Bills

3. Open an Approved Bill

4. Click Pay Bill

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/bills

Paying a Bill Using Bank or Credit Card

To pay a bill:

1. Open the approved bill

2. Click Pay Bill

3. Select Payment Method (Bank or Credit Card)

4. Select the Bank Account or Card

5. Enter the Payment Date

6. Enter the Payment Amount

7. Add reference or notes if required

8. Click Save Payment

The bill status updates based on the payment amount.

Payment Status Behavior

• Fully Paid – Full amount settled

• Partially Paid – Remaining balance still payable

Vendor balances and reports update automatically.

Important Notes

• Bills must be approved before payment

• Payment mapping must be configured correctly

• Payments affect bank or card balances

• Existing payments should not be edited without review

Nepal Context Note

• Credit card payments are recorded for accounting only

• Actual payment processing is handled outside SmartBooks

When to Use This

• When paying vendor bills through bank transfer

• When recording card-based payments

• When settling outstanding payables

Related Articles

• Pay Bill with Check

• Purchase Payment Mapping

• Bank Account

• Reconcile an account

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