The Payments tab on a bill shows the payments and vendor credits for the bill, and how much is left to pay.
Open the Payments tab
Go to Bills and open the bill.
Click the Payments tab. The number next to it counts the bill's payments.
What the Payments tab shows
From top to bottom:
Vendor Credits: the vendor credits applied to this bill. Click ⋮ on a credit to edit it or remove it from the bill. To learn more, read Where do I create and use vendor credits?
A message about payments on linked POs: We found Payments made on POs linked to this Bill. It shows when you paid a PO that is linked to this bill and the bill still has an amount left. Click Review to link those payments to the bill, or Dismiss to hide the message.
Payments: each payment for the bill, with its type, such as Direct payment, Financed payment or External Payment, its status and its dates. The bill amounts are at the bottom. If the bill has no payments yet, you see Payments related to this Bill will appear here.
The bill amounts
Amount | What it means |
Invoice amount | The bill total. |
Payments total | The sum of the bill's payments. Shows only when the bill has more than one payment. |
Remaining balance | The part of the bill that no payment or vendor credit covers yet. A payment lowers it as soon as you schedule it, even while it waits for approval. |
Vendor received | What your vendor has received. A Settle payment counts once it reaches the vendor. A payment you record as paid outside Settle counts right away. |
Due to Vendor | What you still owe the vendor. A scheduled payment still counts here until Settle takes the money from your bank account. For a financed payment, it counts until Settle starts paying the vendor. |
Due to Settle | What you still owe Settle for this bill. Shows only when the bill has a financed payment. |
When you mark a bill as paid, Vendor received shows the full bill amount and Remaining balance shows $0.
Bills that Settle creates for its own fees show only Due to Settle.
Example: a $10,000 bill
You apply a $1,000 vendor credit and schedule a $4,000 payment from your bank account. The Remaining balance is $5,000. Due to Vendor drops by $4,000 once Settle takes the money from your bank account, and Vendor received goes up by $4,000 once your vendor receives the payment.
Manage a payment from the tab
Click ⋮ on a payment to see what you can do with it. For example:
Reschedule, Change pay from account or Cancel Payment: change a payment from your bank account before it is sent.
Download Payment confirmation: save proof of payment for your vendor.
Change payment terms or Repay early: manage a financed payment. See Early repayment of financed payment.
Delete Payment record: remove a payment that you recorded as paid outside Settle.
If an option is grayed out, point to it to see why. Your role may not allow the change.
To pay one bill in parts, read Split payments. To record a payment made outside Settle, read Marking Bills or POs as paid outside of Settle. For the same tab on a purchase order, read Understanding the Payments tab on a purchase order.
Need help? Contact support@settle.co.