To make a payment on a Bill using Buildertrend Online Payments, navigate to the Financial header and click on Bills.

Next, click on New Bill.

From here, update all important information related to the expense, such as:

• Bill number (Or let Buildertrend Auto Assign a bill number)

• Title

• Date Paid, if applicable

• Pay To section (You can select a Sub or Vendor in your account)

• Description related to the expense

• Assign a Lien Waiver

Scroll down and enter the appropriate Cost Code and Unit Cost to be paid, then click Save.

Users will be able to pay using a saved payment method. Once the Bill is marked Ready for Payment, the Pay Online button can be used to pay your Sub or Vendor.

Once the Pay Online button is clicked, the User will have a few options before paying.

• Click Edit contact information to revise the name or email address of the recipient, along with a checkbox that allows you to save the recipient email as the default payment email for that Sub or Vendor.

• Users can edit the Memo field.

• You can select which account to use when paying the Bill.

Once all has been updated, click Next.

From here, you can preview the payment and click Send Payment to pay your Sub.

The default settings of the payment to your sub will require them to review and accept payment. If your sub is setup for online payments, they simply need to login and choose to accept the payment. If your sub is not set up for Buildertrend Online Payments, they will need to set up their WePay account.