If you currently have a BILL account to receive payments in Canada, you can create bills to pay vendors via ePayment (ACH).

Jump to:

• Enter a bill from the navigation menu
• Enter a bill from an individual vendor record
• Enter a bill from a document in your Inbox
• Edit a bill
• Add a document to a bill
• Delete a bill
• Restore a bill

Enter a bill from the navigation menu

1. Select Bills in the navigation menu
2. Select Enter bill on either the Unpaid Bills tab or All Bills tab
3. Enter bill details
4. Select Save and close if you have no more bills to enter, or Save and next to enter the next bill

Enter a bill from an individual vendor record

1. Select Vendors in the navigation menu
2. Select the vendor's name
3. Select Create bill on the Bills tab
4. Enter bill details
5. Select Save and close if you have no more bills to enter, or select Save and next to enter the next bill

Enter a bill from a document in your Inbox

1. Select the document you'd like to use in your Inbox
2. Select which pages to include by selecting All or None next to Attach page, or select the checkbox for Attach page per page to select individual pages
   
   • Any pages not included will stay in your inbox to be used later
3. Select Enter bill, if the bill wasn't already detected by IVA
4. Enter bill details
5. Select Save and close if you have no more bills to enter, or select Save and next to enter the next bill

Edit a bill

Add or edit details about a bill, a description of the bill, or payment terms any time before the bill is paid. Once the bill is paid in full, the vendor name and bill amount will no longer be available to edit.

1. Select Bills in the navigation menu
   • If a bill is not listed, it may not be an unpaid bill
   • To see all bills, change Payment Status drop down to All
2. Select the invoice number of the bill you want to edit
   • Hover over the vendor name to see details such as payment method, payment address, pay to, payment terms, autopay setting, 1099 status, tax ID, and primary email address
3. Select Edit
4. Edit the bill information as needed
5. Select Save

Add a document to a bill

You can add a document to a bill, even if you already saved the bill.

1. Select the document you'd like to use in your Inbox
2. Select which pages to include by selecting All or None next to associate to bill to include all/none, or check Associate to bill per page to select individual pages
   • Any pages not included will be available to use later
3. Select More Actions, hover over More Actions, and select Bill
   • Hover over Add to recent to quickly associate the document to one of the last 5 most recently created bills.
4. Select the vendor from the drop down, and enter the invoice date range to narrow the search, or leave it blank to show all bills for this vendor
5. Select Search
6. Select the bill to attach the document
7. Select Save

Delete a bill

If you no longer need a bill, you can deactivate it, if it is completely unpaid. You can't delete a paid or partially bill.

Note: For audit and security purposes, when you delete a bill, it is not completely deleted, but moved to inactive status. You can't pay inactive bills unless you reactivate them.

1. Select Bills in the navigation menu
   • Alternatively, select Vendors, and select the vendor's name
2. Select the bill's invoice number
3. Select Delete

Restore a bill

1. Select Bills in the navigation menu
2. Select All Bills tab
3. Select Filter, select Active under Bill status, select Inactive, and select Apply
4. Select the bill's invoice number
5. Select Undelete