Processing Documents from the Inbox

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

  • Create a new
  • Add to an existing
  • Document splitting
  • Deleting documents
Processing Items from the Inbox Video
  

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

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

Deleting documents

Delete Inbox items

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

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 an attachment

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