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How do I use bill pay?

What is bill pay and how do I sign up?

Our aim is to make bill payments easy. The bill pay feature will allow you to see, store, and schedule all of your bills directly from your Brex dashboard. Each Brex account will receive a unique email address when signing up for bill pay. When vendors send invoices to that unique address, the invoice will automatically be paid.

To sign up, click Bills in your Brex dashboard. This will run you through your first bill, and it will also show you how to sync your bills with QuickBooks.

How do I pay a bill?

Step 1: Click Bills on the left side of your dashboard and then click Pay a vendor on the right side. You’ll be able to upload an invoice if you have one.

Step 2: Enter the name of the recipient. If it’s someone you’ve paid before, they will show up in the dropdown menu. Also select the payment method, amount, and any additional details, i.e. invoice number, due date, etc.

Step 3: Enter the date you’d like to send the payment and then review your bill. Payments you've sent or scheduled appear in the Payments tab.

How do I create a draft of a bill without sending it?

Step 1: Create a bill as you normally would through the Bills tab.

Step 2: Instead of clicking send, click Save as draft. All drafts appear in the Inbox section of Bills.

How do I cancel or edit a bill I’ve scheduled?

Step 1: Click Bills and then Payments.

Step 2: Hover over the three dots in the top right of the details. If the payment can be canceled, then you may click Cancel. Payments that've begun processing usually cannot be canceled.

Step 3: If canceled, the payment will go back to Inbox as a draft where you’ll be able to delete, edit, or reschedule it.

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