STL Cookbook

Link Transaction to Bill

Assign a negative payment transaction to an unpaid non-deposit bill to complete bill linking.

Prerequisites

Either condition is sufficient:

  1. A negative payment transaction was created manually on the transactions page.
  2. A negative payment transaction from a transfer (pay by).

Steps

Click more options (three dots) on the transaction → Assign Bill.

Select a bill in the dialog. Only unpaid non-deposit bills with send date not later than the transaction date are available.

Click Confirm.

The assign bill dialog lists eligible bills. Primary button is Confirm.

Result

Transaction amount equals bill balance

  • Link succeeds.
  • Bill status becomes Paid; bill detail shows the linked payment transaction.
  • On the transactions page, the payment shows a Linked Bill entry.

Transaction amount is less than bill balance

  • Link succeeds.
  • Bill remains unpaid; balance is reduced; bill detail shows the linked payment.
  • On the transactions page, the payment shows a Linked Bill entry.

Transaction amount exceeds bill balance

Link fails with an error.

Payment transactions already linked to a bill no longer show Assign Bill.

FAQ

None

None

On this page

PrerequisitesStepsResultTransaction amount equals bill balanceTransaction amount is less than bill balanceTransaction amount exceeds bill balanceFAQRelated