Administrators or users with Manage Company permissions on the account can cancel your Bill.com account by submitting the request from within your Bill.com account.
If you’re choosing to leave us because of an issue with the product or your account, we'd love the opportunity to fix any issues you may be having. We also appreciate any feedback you have about the product and your support experience.
Remember, based on your account type, you’ll lose the following if you cancel your account with us:
- Bill and invoice history
- Payment history
- Ability to send vendor payments directly to their bank
- Ability to get paid by direct deposit
- Vendor and customer contact info
- Unlimited document storage
- Quality data entry, since we sync with your accounting software to prevent double entries
Purpose
The purpose of this article is to give you information on how to cancel your Bill.com account, including Console accounts and provide you with information that could block that request.
Jump to:
- How to handle payments in process
- Cancel a Bill.com account
- Cancel a Console account
- Reactivate a Bill.com account
- Things to know
How to handle payments in process
When you request to cancel, we inactivate accounts that don’t have payments in process. Unfortunately, we can’t cancel your Bill.com account if you have payments that are still processing (payments in-flight).
If you try to cancel before those payments process, we'll have to block you from cancellation until they process and clear; or, until you cancel them.
Below, are a few recommendations to how to handle a few different things before you cancel your Bill.com account:
Scheduled payments: cancel scheduled payments, or wait for the scheduled payment to process and clear
Uncashed, returned or failed payments: void any payments that haven't cleared or wait for them to clear.
Note: if the bank account you used to make a payment t is no longer active, void the payment and wait for an email notification of the failed credit, then use the provided steps to redirect the credit to another account
Items pending void and remit credits: wait for void credits to clear
Failed Void and remit credits: contact Customer Support to have the credit redirected to a different bank account in the Bill.com account
Once all in-flight payments process or clear, you may request a cancellation. If you already requested cancellation before they cleared, please resubmit the cancellation request.
Cancel a Bill.com Account
To cancel an account:
- Select Settings
- We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. Please follow the steps that match what your Settings page looks like.
Select Billing under Your Account With Us if your Settings page looks like this:
Select My Subscription under Billing & Subscription if your Settings page looks like this:
- If you don't see Billing or My Subscription and you are an Administrator of the account, please use the Cancellation Request Form to request a cancellation
- Select cancel in the phrase "I want to cancel my service" at the bottom of the page.
- Select a reason for the cancellation and provide any comments or feedback regarding your cancellation
- Select Confirm
You can follow the same steps to cancel a demo account under a Console.
Cancel a Console Account
We cannot process a console cancellation request until there are no active client accounts linked to the console. If you’re canceling a client’s account, , follow the steps to cancel a Bill.com account before submitting the cancellation request for the console. Learn more about how to Cancel or reactivate your Bill.com account
If the client account is remaining active, you need to unlink it from the console before submitting a cancellation request.. To unlink a client account from a console account, submit an Unlink request to Customer Support.
Once there are no active clients under the Console, follow these steps to submit a cancellation request for the Console:
- Log into Bill.com
- Select Manage Console
- Select Billing
- Select Payment Info
- Select cancel in the phrase "I want to cancel my service" at the bottom of the page
- Select a reason for the cancellation and provide any comments or feedback regarding the cancellation
- Select Confirm
Reactivate a Bill.com account
If you cancel your account, then change your mind and want it reactivated, good news! We’ll allow a past Administrator user to reactivate an account within 90 days of the cancel date. They’ll need to contact
Customer Support by selecting Contact us at the top of this page to request an account reactivation.
Things to know
For accountants who manage multiple accounts, make sure you're logged into the correct account before submitting the cancellation request
If canceling after the 30-day trial period or in the middle of a billing period, we’ll charge the account the prorated amount for the account use during that billing period.
- If the account payment is past due, you’ll have to pay what’s due before you can cancel
- Fees for any payments made by card will not be prorated or reimbursed.
To request a DVD copy of the account bills and documents, please have an administrator on the account submit a request via the online DVD Order form. on-line DVD Order form.
Bill.com will retain your information in accordance with our internal records retention and management policies and procedures. This includes what’s necessary to provide you with service or administrative support of your Bill.com com account. We’ll also retain it as long as necessary to resolve disputes and comply with our legal obligations, reserve our legal rights, and enforce our agreements. For more information, please review our Terms of Service and Privacy Notice.
