How do I mark a bill as paid?

Once you've paid a bill outside of Beam (such as by cash or check), you can record the payment to keep your project and financial records up to date.

Step 1: Open the bill

You can access a bill in one of two ways:

• From a Project: Open the project and navigate to the Bills tab.
• From the Main Menu: Click More in the top navigation bar, then select Bills. From here, you can view all bills across your projects and filter or sort them by status, due date, and other views.

Step 2: Record the payment

1. Click the bill you'd like to mark as paid.
2. In the top-right corner, click the More dropdown.
3. Select Record Cash/Check Payment.
4. Enter the payment amount (either the full remaining balance or a partial payment).
5. Optionally, add a reference number or payment method for your records.
6. Click Save.

The bill status will automatically be updated to "Paid" to reflect the recorded payment.