All it takes is a simple credit application to get your clients on Divvy to help manage their expenses.

An Administrator in your BILL accountant's console can accept the referral agreement, then start the Divvy the application for your client, or send your client a link to complete the application themselves.

Learn more about Divvy

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Jump to:

• Accept the referral agreement
• Start a client credit application
• Share the credit application link
• Credit application FAQs
• Check the status of an application

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Accept the referral agreement

The first step is to accept the referral agreement within your BILL accountant console.

1. Select Manage client expenses in the navigation menu
2. Enter your firm's information to enroll in the referral program
   • Note: Be sure to enter your firm's info, not your client's
3. Select Continue
4. Review the referral agreement, and select I Agree

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Start a client credit application

After you've accepted the referral agreement, you can start an application on behalf of your client.

1. Select Manage client expenses in the navigation menu
2. Select the client name under Start a client credit application
3. Select Send Application

We'll send the application to you with most of the client information pre-populated to get you started. A Divvy Partner Manager will also contact you within 24 business hours to help you complete the application if needed.

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Share the credit application link

After you've accepted the referral agreement, you can send an application link to your client if they prefer to complete it themselves.

1. Select Manage client expenses in the navigation menu
2. Copy your unique referral code under share the credit application link
3. Share the link with your client via your preferred communication method

The client can then follow the link to complete the application without any pre-populated information.

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Credit application FAQs

If you have questions on the credit application process such as eligibility, necessary information, credit reporting, etc., please see the informational Divvy article.

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Check the status of an application

Once you or your client has completed an application, you can check the status of the application in your BILL console or on the Divvy site.

In BILL:

1. Select Manage client expenses in the navigation menu
2. View the application status per client under Credit application activity
3. View application details:
   • Client Name: the name of the business the application was for
   • Application Send Date: The date that the console admin selected a client and selected send application.
   • Team Member: the name of the console admin that started the application
   • Status: The status of the application
     • incomplete
     • complete
     • approved
     • declined

In Divvy:

Please see this article for steps to check the status with Divvy