If you've paid a bill outside of Tipalti, marking it as “paid manually” ensures it is removed from your list of Pending Payment bills, preventing any accidental double payments. No funds will be sent from your Tipalti account to the payee.
When choosing your GL account in the steps below, the only options available are “Bank” or “Credit Card” in the same currency as the bill. If your desired bank or credit card account is not showing, and it is the same currency as the bill, please open a ticket for our Support team to understand why it is missing.
When should you mark a bill as “paid manually?”
If you’ve processed the payment outside of the Tipalti system, you should mark a bill as “paid manually.” This action applies only to bills with a Pending Payment status.
Who Can Mark Bills as Paid Manually?
To mark bills as manually paid, you need to have the Process Bills user role. This permission lets you update the bill's status from "Pending Payment" to "Paid.”
Steps to Mark Bills as Manually Paid
1. Navigate to the Pending Payment tab and locate the bill that needs to be paid manually.
2. Click the check box to the left of the bill to select it.
3. Once selected, this will populate available actions in the blue bar above the bills.
4. Click Pay manually from the actions that appear in the blue bar.
Once you click “Pay Manually,” a pop-up will appear.
5. Change the “Batch name” if needed.
6. Choose the date the bill was paid outside Tipalti.
7. Choose the bank account that you used to pay the bill outside of Tipalti. For example, we chose Bank of America in the image below.
The only options available in the Account drop-down are expense accounts of type “Bank” or “Credit Card,” in the same currency as the bill. If your desired bank or credit card account is not showing, and it is the same currency as the bill, please open a ticket for our Support team to understand why it is missing.
8. Once details are selected, press “Mark as paid manually.”
9. Bill will be marked as paid and no longer show in the Pending Payment tab.
For more details, see our Help Center.