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 clicking All next to associate to bill to include all, or check the box per page to select individual pages
    • Check Associate to bill 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.
  4. You can click undock to open the document in a new window and make bills with multiple line items easier to enter
    enter bill doc

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 bill document pages

reorder bill document page details

Tip: Have additional inbox items related to a recently created bill? Click More actions and select Add to recent to quickly associate it to one of the last 5 most recently created bills. Inbox/Document Management - Processing items for the Inbox - Add to recent

Deleting documents

Delete Inbox items

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

Inbox/Document Management - Document Management - Managing documents - Bulk delete

Delete a page from a multi-page document

Enter the page number or navigate to the page with the arrows and click the trash can icon to delete the page.

Inbox/Document Management - Document Management - Managing documents - Delete pages from multi-page doc

Delete an attachment

If you want to delete an attachment from an email to your inbox, click the attachment thumbnail and then the trash can icon on the attachment.

Inbox/Document Management - Processing items for the Inbox - Delete attachment