Overview
This article explains how to pay bills in Adaptive, including using free ACH payments or continuing to pay by check through QuickBooks, and how to request vendor ACH information.
1. Accessing Bills Ready for Payment
Bills that are ready to be paid appear in the Waiting for Payment tab.
When a bill is paid, it is removed from Waiting for Payment.
Paid bills can be found in the All tab.
2. Payment Options in Adaptive
Adaptive supports multiple ways to pay bills:
1. Pay by Check Using QuickBooks
Pay the bill by check in QuickBooks.
Adaptive recognizes the check payment by syncing it from QuickBooks and clears the bill from the Waiting for Payment tab.
2. Pay by ACH Using Adaptive
Adaptive offers free ACH electronic payments sent directly to vendors from the platform.
3. Connecting a Bank Account for ACH Payments
To send ACH payments from Adaptive:
Go to Settings.
Connect a bank account through Plaid by following the on-screen flow.
Once the bank account is connected, ACH payments can be sent from Adaptive.
To learn how to set up a bank account please see here:
4. Vendor Payment Information
Adaptive requires vendor ACH payment details before sending ACH payments.
To learn how to request and store vendor payment information and compliance documents, see:
5. Paying a Bill by ACH
After vendor ACH information is available, pay the bill directly from Adaptive.
Go to Waiting for Payment.
Click into the bill.
Enter the payment amount or use the full amount.
Select the bank account to pay from.
Click Review & Pay.
Once the bill is paid:
The bill is cleared from Waiting for Payment.
The bill payment syncs to QuickBooks.
6. Marking a Bill as Paid
To mark a bill as paid directly in Adaptive:
Go to Waiting for Payment.
Click the bill you want to mark as paid.
Review the Balance, Vendor Credits, and Payment Due.
Select a payment option.
Choose the debit date.
Click Mark as Paid.
Once a bill is marked as paid, a payment entry is created and synced to QuickBooks.
Please note: The option to mark as paid will not populate until an account has been selected to pay from.
After marking the bill as paid:
A payment entry appears on the bill.
Payment details are available for review.
The payment syncs to QuickBooks.
7. Summary of Key Requirements
Bills must be in the Waiting for Payment tab to be paid.
To send ACH payments, a bank account must be connected through Plaid.
Vendor ACH payment details must be provided before ACH payments can be sent.
After paying via ACH or marking a bill as paid, the bill payment and payment status sync to QuickBooks.
Marking a bill as paid will sync a payment entry into QuickBooks.
If you have any questions or want to share feedback, feel free to reach out at [email protected].