---
title: "Performing a Bill Payment"
slug: "performing-a-bill-payment"
updated: 2026-07-24T14:03:35Z
published: 2026-08-10T20:18:58Z
canonical: "help.idibilling.com/performing-a-bill-payment"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Performing a Bill Payment

To make a bill payment on an account within the Make Sale window:

1. Right-click on the line item and select **Bill Payment**.

**(More)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/33942(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A17Z&se=2026-11-14T11%3A58%3A17Z&sr=c&sp=r&sig=VUKQMqSmTmrilgD%2BkS9lAJqVYC7uGvVJYDGEjtmFOAM%3D)
2. Select **Pay Balance** to pay the total amount due on the account.

The total balance due is displayed next to this option in parenthesis.

OR

Select **Add Bill Payment** to specify a payment amount different than the balance due.

This displays the Bill Payment window.

**(Show Picture)**

![BillPayment](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70223(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A17Z&se=2026-11-14T11%3A58%3A17Z&sr=c&sp=r&sig=VUKQMqSmTmrilgD%2BkS9lAJqVYC7uGvVJYDGEjtmFOAM%3D)
3. Enter a **Payment Amount** and **Description.**
4. To allocate payments, check the **Payment Allocation** check box.

To allocate the payment to a specific invoice, check the Apply to **Invoice Number** check box and select the **Invoice** from the drop-down list.

**Invoice Number**

To apply this payment to a specific invoice, check this box and then select an invoice from the drop-down list to the right.

To allocate the payment to an installment plan, check the Apply to **Installment Plan** check box and select the **Installment Plan** from the drop-down list.

**Installment Plan**

To apply this payment to a specific installment plan, check this box and then select an invoice from the drop-down list to the right.

**(More)**

The remaining balance is auto-populated in both the Pay Off Amount and Payment Amount fields and cannot be modified. The SKU and serial number are also populated, if applicable.

> [!NOTE]
> Note
> 
> Enhanced Installment Plan functionality is only displayed if the permission has been enabled.

> [!NOTE]
> Note
> 
> If this screen is accessed via the Pay In Full option, the fields are auto-populated with the selected installment plan and you will not be able to choose to apply the payment to an invoice or select a different customer.
5. Click **OK**.

See also:

[Accessing Bill Payment](/v1/docs/accessing-bill-payment)

[About Bill Payment](/v1/docs/about-the-bill-payment-window)