Skip to content
English
Contact Support
  • There are no suggestions because the search field is empty.

How To Create & Pay Bills

The FINSYNC platform allows you to easily and quickly create bills while sending out payments to vendors.

Follow the steps outlined below to Create and Pay Bills from FINSYNC: 

1. Within the Business Platform, select Payments from the menu. 

2. From the left menu, click the '+' symbol on the right of Bills to create a new bill.

NOTE: You can also click on Bills from the left menu to view existing bills. You can also create a new bill from this screen by clicking the blue New Bill button on the right side. 

3. Fill out all Informational Fields: 

  • Select a Vendor from the drop down or use the Add New option to create a new vendor. 
  • (Optional) Enter a Vendor Account Number, Vendor Invoice Number or Memo. 
  • Enter in a Bill Date and Due Date by clicking on the date/calendar for each one. 

Screenshot 2026-07-30 084837-1

  • Select an Account (Chart of Accounts) from the drop down menu to set a category for this transaction. 
  • (Optional) Select an Attribute for the bill. 
  • Use the New Line item option to create a multi-lined/itemized bill. 
  • Enter in the Amount you want to pay.

NOTE: (Optional) Designate the Bill to be Recurring. Using this option will expand additional options pertaining to recurring bills (such as start date and frequency). You will find this option on the right-hand side of the bill (under Settings).

Screenshot 2026-07-30 090859

4. Select one of the following from the blue Save button at the bottom. 

Screenshot (4)-1

  • Save: Saves the bill in your profile for tracking purposes (This does not send the funds).
  • Save & New: Saves the created Bill and will open a new bill creation screen for an additional bill. 
  • Save & Pay Online: Saves the bill and sends the bill to the vendor for payment. You will have the option of choosing which account the funds will draft from as well as choosing the payment method for the bill (ACH transfer, paper check, etc.). 
    Screenshot 2026-07-30 092435
  • Save & Print Check: (If configured in your settings) Saves the bill and provides the option to print a check locally in the event you need to provide a physical check. See the article for Check Printing using FINSYNC for additional details and steps to configure.
  • Save & Mark as Paid: Saves the Bill and will mark the bill as already paid outside of FINSYNC. You can also enter a check number if the bill was paid with a check and select the synced Cash/Charge account associated with the transaction (bill).
  • Add for Approval: This will move the bill into the Unapproved queue and is most often used when one person is designated to create a bill and another person is designated to review and approve bills. Designated individuals can click on the Unapproved link on the left menu and review bills to be approved.