Bill pay - Dash.fi Support

Bill Pay is Dash.fi’s end-to-end accounts payable tool. Create and approve vendor invoices, schedule payments, and sync everything to your accounting platform — without switching between systems.

Bill lifecycle

Draft → Submitted → Approved → Payment in progress → Paid
               ↘ Returned → (revised) → Resubmitted
               ↘ Declined

Status	Meaning
Draft	Created but not submitted
Pending Approval	Submitted, awaiting review
Approved	Approved, payment scheduled
Payment in Progress	Payment initiated
Paid	Payment completed
Returned	Sent back by approver for revision
Payment Failed	Payment attempt failed

Payment methods

Method	How it works
ACH (direct deposit)	Pay from a Dash.fi financial account (e.g. Dash Cash) or a connected bank account via Plaid
Single-use card	Generates a virtual card and emails it to the vendor — no bank account required on the vendor side
Off-platform	Records and tracks a bill settled outside Dash.fi (wire, cheque, etc.) — no funds move through Dash.fi

Bill pay tabs

The left-side tab bar keeps bills organized by status:

Tab	Shows
Overview	All bills grouped by status
Drafts	Bills saved but not submitted
Needs Attention	Bills returned by an approver or with a failed payment
For Approval	Bills awaiting review
For Payment	Bills approved and scheduled
History	Paid bills

Exporting bills

Bill Pay supports two distinct exports, both available from the Export menu in the bill table toolbar and both scoped to your current search and filters — not the rows you’ve checked:

Export as CSV. Dash.fi downloads a CSV of every bill in the current view. Use this for reporting, reconciliation, or sharing bill data outside Dash.fi.
Download invoices (zip). Dash.fi compresses the invoice PDFs or images for every bill in the current view into a single ZIP file. When the archive is ready, Dash.fi emails a download link to your account email.

See Manage bills for the full list of available filters and bulk actions.

Bulk invoice import

Drag-and-drop multiple invoice files (PDF, PNG, JPG, or WEBP) anywhere on the Bill Pay page to create draft bills in one batch. Each file runs through the same AI invoice capture as a single upload, and the summary toast at the end groups any failures by reason. See Bulk import invoices for the supported formats, per-batch limit, and how errors are reported.

Create a bill — step-by-step guide to creating and submitting a bill
Email inbox — forward vendor invoices to a dedicated address and let Dash.fi draft the bill for you
Manage bills — edit, duplicate, delete, search, and track bill activity
Payment options — scheduling rules, card types, and how to cancel, pause, or retry a payment
Manage vendors — add vendors and payment methods before creating bills
Vendor details — contacts, tax information, and vendor approval request types
Approval workflows — configure who reviews bill payments

​Bill lifecycle

​Payment methods

​Bill pay tabs

​Exporting bills

​Bulk invoice import

​Related

Bill lifecycle

Payment methods

Bill pay tabs

Exporting bills

Bulk invoice import

Related