How to Use Pay My Bills

To request access to Online Bill Pay, click “Bill Pay Info” to go to the Payment Solutions page.

If you do not have a credit account with Ferguson, you must first apply for credit, and upon receiving an approval email, complete the online bill pay registration on the Payment Solutions page.

You can click “Request Access” to start the setup process or “View Invoices” to display the company invoices.

Your request for Online Bill Pay will take approximately 24 business hours to be processed and an email is automatically sent to the new A/P Admin letting them know they can now access Online Bill Pay by using the “View Bills” button on their Dashboard.

If your company is already registered for Online Bill Pay, the Payment Solutions page will display the name of the A/P Admin. If you do not have the ability to pay bills for your company, you can still view invoices with the Accounting, Combo, and Admin roles by clicking “View Invoices” on the Payment Solutions page or “View Bills” from your Dashboard.

Online Bill Pay displays a summary of the company’s current due, future date, and past due balances and a variety of tabs and actions based on the user access level.

From the summary screen you can “Select Amount” to pay. Click on the box next to the invoice time frame you wish to pay, and “Select Amount” will highlight with the total due. Next, click the “Pay” button and you will be taken to the “Pay Bills” screen with a list of invoices and amounts included in that time frame. Here you can select individual invoice pay amounts, see the total, select the payment account, and payment date before authorizing and confirming your payment.

You can also select the blue “Documents” link on the right to be taken to the list of invoices in that specific time frame or choose to “Pay Other Amount” and enter an amount in the box and select “Pay Amount.”

Note: Using “Pay Other Amount” will apply to the amount entered to the oldest documents first and will consider any credit memos issued on the account.

From the Open tab you can access the following features. Users with access to pay bills will see “Pay Bills” and “Pay on Account” on the Open tab.

• Total Balance – Displays the total outstanding balance of the account.

• Pay Bills – Allows users to select individual invoices to pay.

Note: The grey column headers at the top of the invoices allow you to expand each header to sort or search for a specific document. The “Select All Box” at the top left on the header line is used to select all invoices at the same time.

• Pay on Account – Allows users to make a lump sum payment. The tab is visible after a payment account is established under the Payment Settings in the Settings tab.

• Print – Select individual invoices using the check boxes for each invoice and click “Print” to print the selected invoices.

Download – Select individual invoices from the open or closed tab and then click “Download” to choose the file format for your download. The available selections include file types compatible with many popular accounting software packages, like QuickBooks and Peachtree.

• Move to Closed – Any invoices that have been paid in full automatically move to the Closed tab.

The Settings tab allows an Accounting Admin to manage payment settings so they can make bill payments for their company.

• Profile Settings – Update username, name, and email address.

• Payment Settings – View current payment accounts, set payment options, and add new bank account information.

• Payment Accounts – Edit existing payment information, add new bank accounts, or delete existing payment information.

• Payment Options – Choose whether invoices will automatically move to the Closed tab upon receipt of payment.

• Notification Settings – Manage account notification settings. Place a check mark in the box if you want to receive payment confirmation messages.

• User Management – Displays only for A/P Admin and allows them to manage existing bill pay users and select user privileges.

You can pay bills individually, in groups, or make a lump sum payment on your company’s account, but first you will need to make sure you have set up your payment information so a payment can be processed.

• Friendly Name – Enter a name to easily differentiate the account from any others that may be entered.

• Bank Name – Enter the name of the bank.

• Account Type – Select the type of account from the drop-down menu.

• Name on Account – Enter the name on the account.

• Routing Number – Enter the 9-digit routing number.

• Account Number – Enter the bank account number.

• Re-type Account Number – Re-enter the bank account number.

• Address/City/State/Zip Code – Enter the address associated with the bank account, including city, state and zip code.

If you have access to pay bills, you can pay individual or multiple invoices through the following steps:

Step 1 – From the Open tab, check the invoices you wish to pay and then click “Pay Bills” to begin the payment process.

Note: When selecting multiple invoices, the dollar amount will appear in the bottom right corner of the table. If credit memos are selected, the dollar amount of the credit will be subtracted from the total payment amount shown in the bottom right corner.

Step 2 – The Payment Details screen will display. Here you will confirm the account to be used for payment, the date of the payment, and invoices and credits to be applied. The dollar amount of each invoice or credit will be listed and the payment amount box will pre-populate with the full amount of each.

Select or verify the following payment information:

• Payment Account – Select the desired Payment Account from the drop-down menu.

• Payment Date – Review or enter a new payment date. You can select a future date.

• Pay Amt – Review the default amounts and adjust as necessary. If you change a payment amount, you are required to select a reason in the Reason column drop-down menu.

• Add Deduction/Payment – Select this option if you want to add a payment or a deduction for a line item that you do not see on your account.

Click “Next” to progress to the Payment Authorization page.

Step 3 – On the authorization page you can review the details of the payment including:

• Invoices or credits you're paying or applying one final time

• Confirm that you authorize the electronic payment by checking the box to authorize the transaction

Next, click “Authorize” to complete the payment and view the confirmation page. You may also click “Cancel” or “Back” to go back and make corrections.

Step 4 – Review the Confirmation screen, then click “Done.” Your payment is submitted.