A church administrator can record a payment for a payable. Keep in mind that One Church does not actually send payments. You would issue the payment separately.

To record the payment, go to Accounting > Payables in the left-hand menu. Locate the bill you want to record a payment for, and from the 3-dots menu at the end of the row, select Record Payment.

Alternatively, you can select multiple payables from the table and then go to Bulk Actions > Record Payment.

Regardless of which method you use, the Record Payment pop up will appear with the following fields:

Paid From

Choose the account the payment was debited from. This defaults to your lowest-numbered register account. Only accounts marked to be used as registers will appear here. Go to Accounting > Settings > Chart of Accounts to modify the list. See this article for more information on setting up your chart of accounts.

Method

Select the payment method used (for example, Check, ACH, or Credit Card). The method you choose may reveal additional method-specific options (see Paying by Check below for one example).

Payables

All bills included in this payment are listed here with Payment Date, Reference, Vendor, Memo, Amount, Remaining, and Payment columns. The Payment column defaults to the full remaining balance for each bill. To record a partial payment, click the payment amount (shown in blue) and enter the amount to apply. If paying in bulk, you can enter $0.00 for any bill you don't want to pay as part of this transaction. The running Total appears beneath the table.

Tip: hover over the info icons next to Paid From and Method for additional context on each field.

Account/Fund Balance Changes

Before posting, this section previews how each cash account and fund will be affected. Each row shows the Original Balance, the Payments amount being applied, and the resulting New Balance.

Once finished, click the Post button in the lower right of the pop up and then Continue to finish recording the payment.

To see payments previously recorded against a bill, go to Accounting > Payables and open the bill either by clicking its name in the table or by selecting Edit from the 3-dots menu at the end of the row. In the Edit Payable pop up, click the Payments tab to see every payment recorded against that bill, including the Date, Register, Account, Fund, Description, and Amount.

Past payments can also be viewed and managed from the cash account's register.

If you're paying by check, select Check in the Method dropdown.

A checkbox labeled Print? will appear. Check this box if you plan to print the check from One Church, then click the blue Post button to record the payment.

After this, go to Accounting > Print Checks to generate and print your check. See How do I print a check from a payable? for details.