This article will help you to manage bills. Your role must include the permission to Manage Bills.

Jump to:

• Enter a bill
  • Enter a bill from the navigation menu
  • Enter a bill from an individual vendor record
  • Enter a bill from a document in your Inbox
  • Bill details

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Enter a bill

You can enter a bill from 3 places in Bill.com, choose which one works best for your workflow:

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. When you've finished entering all the bill details, you have a few choices to finish:
   • Select Save and close if you have no more bills to enter
   • Select Save and next to enter the next bill
   • If the bill doesn't require approval, select Pay to save the bill and immediately schedule payment
   • If the bill doesn't require approval, select the caret/arrow next to Pay to either mark as paid with an offline payment, or print a check in your accounting software
     • Note: payment options above will be available based on your user permissions, approval settings, and accounting software. Approval policies still apply, so you will not be able to pay a bill that isn't approved based on any existing policies.

Enter a bill from a document in your Inbox

1. Select the document you'd like to use in your Inbox
   • If Intelligent Virtual Assistant (IVA) detected the details of a bill on the document, select Review and save
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 was not already detected by IVA
4. Enter bill details
5. When you've finished entering all the bill details, you have a few choices to finish:
   • Select Save and close if you have no more bills to enter
   • Select Save and next to enter the next bill
   • If the bill doesn't require approval, select Pay to save the bill and immediately schedule payment
   • If the bill doesn't require approval, select the caret/arrow next to Pay to either mark as paid with an offline payment, or print a check in your accounting software
     • Note: payment options above will be available based on your user permissions, approval settings, and accounting software. Approval policies still apply, so you will not be able to pay a bill that isn't approved based on any existing policies.
       

Quick Save

If we're confident enough in the IVA-detected details of a bill, you'll see bill details and an option to Quick Save the bill right on the document in the inbox. Select Save to save the bill as is, or select Edit to make changes and save.

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Bill details

• Vendor Name: The company or person you will pay
  • Select Last 5 Bills to see recent bills for the vendor
• Invoice Number: Any numbers or letters to help the vendor identify the bill
  • If you enter a duplicate invoice number for the same vendor, you'll get a warning letting you know before you save the bill
• Purchase Order Number: If your account has Purchase Orders enabled, you will see this field to enter your purchase order number
• Payment term: How soon the vendor expects payment
  • Will default to the vendor's payment terms if you set them, but you can scroll or type and search to select alternate payment terms, or select the magnifying glass and Add New Payment Term
• Invoice Date: The day the vendor created the invoice
• Due Date: specific date the vendor expects payment
  • Filled automatically if you select Payment Terms
• Amount: The total amount of the bill
  • You can either manually enter the bill total, or leave this blank if you will be splitting the bill into line items, and the system will calculate the total for you
  • Negative line items are allowed as long as the balance due is greater than or equal to $0
  • If the total of the bill is less than $0, enter a vendor credit instead.
  • The maximum amount of a bill cannot be greater than $99,999,999.99.
• Exchange Rate: If your vendor's currency is not USD, you will see an exchange rate field, which we pre-populate with the estimated exchange rate for the day. You can edit the rate if you'd like, but the rate on the day you pay it will be based on current exchange rates and cannot be changed
• Bill Description: Statement that explains what the bill is for (for your internal purposes only, your vendor will not see it)
• Check Use this for expense description to copy the Bill description to this expense description.

Expenses

• Account: details about the expense or other type of account applicable to the purchase or service received
  • If the account does not already exist, select Add new account
• Description: Optional field to enter a description that differs from the Bill Description

To use the following categories, you will need to enable them in your settings:

1. Select Settings
2. Select Preferences under Accounting
3. Select the Edit icon
4. Select Yes for classifications you'd like to use

• Department: The Department related to the bill, generally for billable line items
• Location: The Location related to the bill, generally for billable line items
• Customer: The customer related to the bill, generally for billable line items
• Billable: Toggles the billable status of the bill
  • See the article on the bottom of this page for more information on billable items

Items

To use Items on Bills, you will need enable this setting:

1. Select Settings
2. Select Preferences under Accounting
3. Select Edit
4. Select Yes for Use Items in Payables

Adding items to Bills:

1. Select Items next to Expenses to view the items entry grid
2. Enter items and details
   • To mark a line item as billable to a customer or job, switch the Billable toggle to on.
     • See the article under Resources on the bottom of this page for more information on billable items
   • If the item does not already exist, select Add new item
   • Use basic math operators (+, -, *, /) when entering numbers in amount or quantity fields. The system will do the math automatically.
     

Approvers

Approvers - the users who need to approve the bill for payment

1. In the Approvers section, select in an approver field, and all available approver or approval group names will popup
2. Select the approver or approval group, and repeat for each approver or approval group
3. Select the dots next to each approver or approval group and drag to reorder

Notes

Any notes you add here are visible in the Notes section on the Bill details page and all users who have create/ edit bill permissions can see them. Select "@" followed by a username to tag a user in the note, and we will notify them via email

Check Show to vendor to make a note visible to the vendor themselves.