Getting Started

• I was invited to be paid by a Bill.com customer
• Setting up a Bill.com Basic account
• Adding a bank account to receive a payment
• Mobile app login
• Provide Payment Network ID to connect

Recommended Reading

• Features of a Free Basic Receivables Account
• Basic account: Payment Status
• Provide Payment Network ID to connect
• Correcting bank account information
• Basic account: Enter an invoice

Do more with Bill.com

• What is Bill.com?
• Send a note to a customer
• Send a reminder for an invoice
• Adding users
• Upgrade to an advanced plan

Getting Started

• Account Setup Checklist
• Adding a bank account
• Adding users
• Paying a vendor
• Vendor management

Advanced Features

• Recurring bills
• Bill Approval Groups
• User Roles and Permissions
• Intelligent Virtual Assistant
• International Wire Payments

Recommended Reading

• What is Bill.com?
• Payment Timing
• Receiving payments from customers
• Managing your Company Profile
• Accounting Preferences

Getting Started

• Account Setup Checklist
• Adding a bank account
• Adding users
• Paying a vendor
• Vendor management

Advanced Features

• Recurring bills
• Bill Approval Groups
• User Roles and Permissions
• Intelligent Virtual Assistant
• International Wire Payments

Recommended Reading

• What is Bill.com?
• Payment Timing
• Receiving payments from customers
• Managing your Company Profile
• Accounting Preferences

Getting Started

• Bill.com Accountant Program
• Creating the first user on an account
• Assigning an Administrator when setting up a new Client account
• Using Bill.com Logo in Accountant Marketing Collateral
• Expert Training Certification

Console Management

• Adding a new client account to the Console
• Client account access for staff members
• Billing under an Accountant Console
• Linking and Unlinking Clients from the Accountant Console
• Deactivate a Console User and mass remove from all Clients

Recommended Reading

• Managing Custom Roles from a Console
• Console Billing Report
• All Console and Client Users report
• Denied Bills List Report
• The New Bill.com

Getting Started

• Account Setup Checklist
• Adding a bank account
• Adding users
• Paying a vendor
• Provide Payment Network ID to connect

Advanced Features

• Sync Setup Guide: QuickBooks Online
• Set up a vendor for ePayments
• Recurring bills
• Intelligent Virtual Assistant
• International Wire Payments

Recommended Reading

• What is Bill.com?
• Payment Timing
• Understanding bill and payment status
• Managing your Company Profile
• Accounting Preferences

Getting Started

• What is Bill.com?
• Where's my payment?
• I was invited to be paid by a Bill.com customer
• Password management
• Provide Payment Network ID to connect

Recommended Reading

• Features of a Free Basic Receivables Account
• Setting up a free Basic Receivables account
• Types of Basic Accounts
• Facts For Vendors / Suppliers
• Protecting against phishing and other scams

Advanced Features

• Do more with Bill.com
• International Wire Payments: Basic Information
• Intelligent Virtual Assistant: FAQ
• Sending a note to a customer
• Reminders for Invoices