Getting Started

• I was invited to be paid by a Bill.com customer
• Setting up a subscription free Basic Receivables account
• Adding a bank account to receive a payment
• Providing a Payment Network ID to connect
• Checking the status of incoming payments

Recommended Reading

• Features of a subscription free Basic Receivables Account
• Bill.com Multi-Factor Authentication (MFA)
• Creating and sending Invoices
• Managing Email Addresses
• Correcting bank account information

Do more with Bill.com

• Upgrade to an advanced plan
• Sending a note to a customer
• Send a reminder for an unpaid invoice
• Adding users
• Mobile app login

Getting Started

You're invited to schedule a personalized session with a Bill.com specialist to:

• Introduce you to advanced features
• Review your account setup
• Learn how to access and use tools that will ensure your success

Book Now

Getting Started

• Account Setup Checklist
• Adding a bank account
• Adding users
• Inviting vendors to be paid electronically
• Paying a vendor

Advanced Features

• User Roles and Permissions
• Editing bills
• Processing documents from the Inbox
• Bill Approval Workflow
• Bill.com Multi-Factor Authentication

Recommended Reading

• 1099 filing
• Vendor Direct - Frequently asked questions
• Payment Timing
• Intelligent Virtual Assistant
• Voiding Payments

Getting Started

• Account Setup Checklist
• Adding a bank account
• Adding users
• Inviting vendors to be paid electronically
• Paying a vendor

Advanced Features

• User Roles and Permissions
• Editing bills
• Processing documents from the Inbox
• Bill Approval Workflow
• Bill.com Multi-Factor Authentication

Recommended Reading

• 1099 filing
• Vendor Direct - Frequently asked questions
• Payment Timing
• Intelligent Virtual Assistant
• Voiding Payments

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
• Accountant Resource Center

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
• Inviting vendors to be paid electronically
• Paying a vendor

Advanced Features

• User Roles and Permissions
• Editing bills
• Processing documents from the Inbox
• Bill Approval Workflow
• Bill.com Multi-Factor Authentication

Recommended Reading

• 1099 filing
• Vendor Direct - Frequently asked questions
• Payment Timing
• Intelligent Virtual Assistant
• Voiding Payments

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

• Approval Workflow
• International Wire Payments: Basic Information
• Intelligent Virtual Assistant: FAQ
• Sending a note to a customer
• Reminders for Invoices