Whether you're setting up billing for you or a client, or need to view statements, use the steps below to keep the billing information on your account up to date or view statement history.

Jump to:

• Manage billing and statements
  • Add a new billing method
  • Select a billing method
  • View billing statements
• Manage Accountant Console billing and statements
  • Add a new billing method to a console
  • Select billing method for your console and clients
  • View billing statements for your console and clients
• Things to know

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Manage billing and statements

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Add a new billing method

1. Select Settings
2. 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 Billing & Subscription if your Settings page looks like this:
   
   Select My Subscription under Billing & Subscription if your Settings page looks like this:
   
3. Select Add a credit card to add a new card, or select Add a bank to add a bank account
4. Enter the billing information, making sure to double-check that any pre-populated info matches the billing info for the card or bank account you're adding, or change it as needed.
5. Select Save

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Select a billing method

You can select a default billing method from existing bank accounts and cards.

1. Select Settings.
2. 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 Billing & Subscription if your Settings page looks like this:
   
   Select My Subscription under Billing & Subscription if your Settings page looks like this:
   
3. Select Select Billing Method next to the card or bank account you'd like to use

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View billing statements

A user must have permissions in their user role to view billing statements. If you're unable to access statements, contact your Administrator for the information or to request that they edit your permissions.

All users with the administrator role will receive an email notification when we post monthly statements.

1. Select Settings
2. 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 Statements under Billing & Subscription if your Settings page looks like this:
   
   Select Billing Statements under Billing & Subscription if your Settings page looks like this:
   
3. Select the Statement Number to view a statement summary
4. Select Show Details to view an itemized breakdown

From here, you can either select Download CSV or PDF to download the statement; or, use your browser's print function to print the statement. Ensure that you have enabled popups in your browser.

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Manage Accountant Console billing and statements

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Add a new billing method to a console

You can add a credit card or a bank account to pay your monthly statements.

1. Select Billing and select Payment Info
2. Select Add Card to add a new card, or select Add A Bank to add a bank account
3. Enter the billing information, making sure to double check that any pre-populated info matches the billing info for the card or bank account you're adding, or change it as needed.
4. Select Save

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Select billing method for your console and clients

If you have an accountant's console, you have two options for how your clients pay for their Bill.com client accounts. You can set clients to pay Bill.com directly for the services Bill.com provides, or you can set clients to be billed through your console. You can manage billing preferences for each client separately.

1. Log in to your console
2. Select Clients
3. Review the BILL TO column:
   • Client company means that the client will be billed directly by Bill.com through the client account. The client must add a credit card on the account for the statement to be paid.
   • Console means that the console will be billed for the client account. No credit is required on the client account since the accountant console will be billed for the services.
4. Select Change under BILL TO for a client to change their billing method

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View billing statements for your console and clients

1. Log in to Bill.com
2. Select Manage Console
3. Hover over Billing and select Statements
4. Select on the Statement Number to view a statement summary
5. Select Show Details to view an itemized breakdown

From here, you can either select Download CSV or PDF to download the statement; or, use your browser's print function to print the statement. Ensure that you have enabled popups in your browser.

You can also download the Console Billing report by selecting the Reports tab and selecting Console Billing

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Things to know

Credit card billing

• You cannot edit existing cards. If you need to change the card info, add the card as new.
• If you're issued a new card with an updated expiration date and verification/CCV code, add the card as new.
• Once a card is deleted or made inactive, it cannot be reactivated.
• If your credit card exipres or is due to expire, you'll see the following banner message in your account: Your trial has ended, subscribe now. Please update your credit card to remove the banner message.

Bank Account ACH Billing

• After a bank account is added and verified, it cannot be edited
• If you already have a card on file, it'll automatically be made inactive in Bill.com if you change to ACH billing
• Once a bank account is deleted or made inactive, it cannot be reactivated

Billing statements

• The most recent 12 months of statements display by default. To access past statements, check the Show Older Statements checkbox at the bottom of the page
• We bill stand alone accounts and accounts on consoles but not billed to the console, 30 days after signup, then the same date each month thereafter. This date cannot be changed.
• We bill Consoles on the 5th of each month no matter the signup date