Overview
The Agency Bill Pay Feature ensures clear assignment of invoice payment responsibility, consistent contract behavior, and accurate financial tracking by distinguishing Bill Pay and Non-Bill Pay workflows, while maintaining proper budget allocation and supporting integration-based invoice processing where applicable.
Feature Details
Vendor Contracts
When creating or editing a vendor contract, users can now select one of two Contract Holder options:
Non-Bill Pay – The agent is not responsible for paying invoices directly.
Bill Pay – The agent is responsible for paying invoices directly.
Main Contracts
For main contracts, the agent type must remain consistent across all related agreements. If one contract’s agreement type is updated, the change will automatically apply to all associated main contracts. However, users can still adjust them if needed.
Budget Impact
Both Bill Pay and Non-Bill Pay agent types are charged against the Owner’s Budget, so there is no change in which budget is affected.
Invoicing
When marking invoices as paid, all required fields—such as check number and payment date—must still be completed, regardless of the agent type.
Integrations
The agent type primarily affects integrations:
Bill Pay – Invoices are sent through integrations.
Non-Bill Pay – Invoices are not sent through integrations.
Note: This behavior may evolve as integration rules are refined, and this article will be updated accordingly.
The Agency Bill Pay feature allows teams to define how invoice payments are handled under a contract by selecting either Bill Pay or Non-Bill Pay. This setting may affect how invoices are processed in integrations and helps ensure clearer control over payment responsibilities within project workflows.