Before You Start: Make Sure the Payment Transaction Exists
To apply a payment to a bill, Puzzle needs a matching transaction available.
If your bank account is integrated
Your payment transactions should automatically sync into Puzzle.
If your bank account is not integrated
You’ll need to manually create a transaction for the amount you paid to the vendor.
Instructions on how to create a manual transaction are listed here: How To Add a Transaction
Step 1: Open the Bill You Want to Mark as Paid
Click on Expenses and then Bills in the left-hand navigation.
Select the bill you’d like to apply a payment to.
You’ll see the bill details, including the vendor name, bill date, due date, and total amount.
Step 2: Start a Bill Payment
Click the Manage button.
2. Select Bill payment.
This will open the Vendor Payments workflow where you can link a transaction to the bill.
Step 3: Select the Correct Transaction
Locate the transaction that matches the payment you made to the vendor.
Select the checkbox next to that transaction.
You should confirm:
The vendor name is correct
The amount matches the payment made
The date aligns with when the payment was sent
Step 4: Apply the Payment Amount
In the Bills section, enter the amount you want to apply in the Payment applied field.
This can be:
The full bill amount (to fully pay the bill), or
A partial amount (to partially pay the bill)
Puzzle will automatically show you:
Total payment amount
Applied against bills
Remaining
Step 5: Apply the Payment
Click Apply payment.
Once applied:
The bill will update to Paid
The bill and transaction will now be linked under Vendor Payments
Confirm Your Bill Was Paid Successfully
After applying the payment, you should see:
The bill status marked as Paid
The bill amount showing as fully paid
The payment connected in the Vendor Payments view
Important Limitation: Payments Cannot Be Applied Across Different Vendors
Puzzle does not support applying one payment to bills from multiple vendors.
This means:
A single transaction can only be applied to bills for one vendor
If a payment covers multiple vendors, it must be handled as separate payments/transactions
The best work around is to replace the bank transactions with multiple separate ones for each vendor's set of bill.