Processing Items from the Inbox

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

Processing Items from the Inbox Video
  

Inbox with preview

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 splitting

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

  1. Click Enter bill

    Inbox / Document Managements - Processing Items from the Inbox  - Enter Bill - NEO Inbox

  2. Click Attach all pages
    Custom selection

    • By default all pages will be associated unless this selection is changed
    • Any pages not included will be available to create a new bill
  3. Check Include this page for each page to associate to the current bill
    Include this page

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

Inbox with thumbnails

Create a new

  • Bill
  • Vendor Credit
  • Payment Received
  • Document for:
    • Account
    • Company
    • Customer
    • Invoice
    • Pmt Received
    • Vendor

Add to an Existing

  • Bill
  • Vendor Credit
  • Vendor Doc
  • Company Doc

Document splitting

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

  1. Click New Bill
  2. If all pages need are for the same bill:
    • Check the Include all remaining pages box
      Next Gen - Include all
    • If 2 or more but not all pages are associated to the bill, check Associate page for each page to associate to the current bill
      Next Gen - Associate page
    • By default only the first page of the document will be associated unless this selection is changed