There are two ways to mark bills as paid: 1. Pay them through inDinero via ACH or check, or 2. Match them to their corresponding transactions (bill Paid Outside inDinero ). Either way, you must first customize your Bill Pay Settings.
Start by selecting Bill Pay Settings from the Bills option tab on the left menu bar. Here you can set up the information inDinero will need to process your Bill Pay. Fill out your mailing address, save your signature, and establish connections with your bank(s). You will need the following information on hand:
- Mailing Address
- Bank Routing Number
- Bank Account Number
If you have a bank linked to your inDinero account you can pay your bills via ACH or check by clicking Make a Payment from the Bills option in the left menu.
You can also pay bills from Bills List by clicking the payment icon.
In the payment form, you have two options:
Option A: Select Transaction Use this option if you know the transaction has already cleared the bank - this will allow you to easily populate the payment form with the existing transaction details: amount and date. Choose a transaction from the list and click Enter Payment.
Option B: Enter Payment Information Use this option if you would like to send the money now using ACH or Check OR you paid the bill outside inDinero, but you know the transaction has not yet cleared the bank. Choosing ACH or Check will save the payment record and automatically redirect you to the corresponding Send Money form to complete the payment.
You can record a payment for less than the balance, simply override the pre-populated payment amount with the amount you’d like to pay.
Recording a partial payment will change the bill status to “Partial” so you can easily identify partially paid bills in the Bills List.