Manage Bill Pay reporting and categories
About categorizing Bill Pay spending
With Square Bill Pay, you can categorize your bills and vendors with ten preset groups, including:
Advertising & marketing
Business credit cards & loans
Freelancers & staff
Insurance
Inventory
Legal & professional services
Rent & lease
Supplies
Utilities
Other
You can use these categories to filter when viewing your bills. They are also included in the exported CSV file of your bills for you to analyze or import into other software.
Before you begin
Although sending Bill Pay payments is available in both Square Dashboard and on Square mobile apps, viewing and managing Bill Pay reporting is only available through Square Dashboard.
Square mobile apps include the Square Invoices app, Square Appointments app, Square POS app, and theSquare for Retail app on iOS devices and the Square Invoices app and Square POS app on Android devices.
Download a Bill Pay report
Sign in to Square Dashboard and go to Payments > Bill Pay.
Select one or more filters to apply to your report.
Click Export to download your report as a CSV file.
Assign a default category to vendors
Sign in to Square Dashboard and go to Payments > Bill Pay.
Click Add bill to initiate the bill creation process and enter the bill amount.
Select an existing vendor or add a new vendor by typing their name in the Add a vendor field and selecting Add “X” as a new vendor.
Fill out the Create vendor form by adding their contact information.
Select Category and choose an option. If the existing vendor already has a previously assigned category, you can still manually select the category during this step.
Add a due date and select Next.
Choose a payment method and a payment delivery option for your vendor, either a digital payment or have Square mail a paper check on your behalf.
Add a payment initiation date. This is the date when payment will be withdrawn from your account.
Click Schedule.
Assign a category to bills
- Sign in to Square Dashboard and go to Payments > Bill Pay.
- For every bill listed, select a category from the dropdown menu under Category.
- Click Update to add your selected category to all bills associated with that vendor, or select Not now to skip this step.
- Select an existing vendor or add a new vendor by typing their name in the Add a vendor field and selecting Add “X” as a new vendor. Fill out the Create vendor form by adding their contact information.
- Select Category and choose one of the options. If the existing vendor already has a previously assigned category, you can still manually select the category during this step.
- Add a due date and click Next.
- Choose a payment method and payment delivery option for your vendor, either send a digital payment, or have Square mail a paper check on your behalf.
- Add a payment initiation date. This is the date when payment will be withdrawn from your account.
- Click Schedule.
- Sign in to Square Dashboard and go to Payments > Bill Pay.
- For every bill listed, select a category from the dropdown menu under Category.
- Click Update to add your selected category to all bills associated with that vendor, or click Not now to skip this step.