What you can do with documents in the Inbox

There are multiple options when processing a document from the Bill.com Inbox.

Create a new

  • Bill
  • Vendor credit
  • Payment received
  • New document for
    • Company
    • Account
    • Customer
    • Invoice
    • Payment received
    • Vendor

Add to an existing

  • Bill
  • Vendor Credit
  • Vendor document
  • Company document

Document order and splitting

Scan multiple invoices for different vendors all at once. Separate them as you create bills:

  1. Click Enter bill
    • If this is your first multi-page document or you have not set a default, you will see a popup to set your preference to attach all pages by default, or just the first page. You can set your selection to be the default, and this can be changed later.
  2. You can manually override the default page inclusion by selectiing Attach all pages to include all, or Custom selection to select individual pages
    • Check Include this page for each page to associate to the current bill
    • Any pages not included will be available to create a new bill
  3. Complete bill details and click Save or Save and next
    • Click save and next to save the bill and you will be taken to the next inbox item automatically, for processing.

Document splitting gif - NEO

Once you have saved a bill, you can edit that bill and Reorder the pages within the attachment if needed:

  • Use arrows to move selected pages up or down
  • Drag to re-order the pages
  • Enter a page # to move the selected page to the right order
  • Click Apply to see the re-order reflected immediately. reorder attachment pages gif - NEO

Tip: Have additional inbox items related to a recently created bill? Click the more options dots and select Recent Entities to quickly associate it to one of the last 5 most recently created bills. Recent Entities

Deleting documents

Delete Inbox items

Select one or multiple items to delete all at once by clicking the trash can icon.

Bulk delete

Delete a page from a multi-page document

Enter the page number to delete and click the trash can icon to delete the page.

Delete pages from multi-page doc

Delete an attachment

Don't need an attachment, click the trash can icon on the attachment.

Delete attachment