Adding new vendors

Adding a new ePayment vendor

  1. Click Vendors in the left navigation pane
    left nav vendor link
  2. Click +Vendor
    +vendor button
    • Or click Add your first vendor
      Vendor zero state
    • Clicking import your vendors will:
      • redirect to the sync setup page if an accounting software we integrate was selected for the account
      • redirect to our Import/Export tool to import the vendor list via .CSV from an accounting software we do not integrate with
  3. Enter vendor name
    • Possible network connections will be presented, if there are no matches proceed with the following steps
    • If adding account number click Add account number
  4. Select to pay vendor via ePayment
    Add new epayment vendor
    • If an email address is entered for the vendor, we will automatically send an invitation to the vendor inviting them to create a free Bill.com account to receive ePayments when the vendor is saved
    • Click View and edit email invitation to preview or customize the invitation
    • Click add their bank account yourself if you would like to add their bank account information manually
  5. Enter additional vendor details
  6. Click Add vendor and send invite

Adding a new check vendor

  1. Click Vendors in the left navigation pane
    left nav vendor link
  2. Click +Vendor
    +vendor button
  3. Enter vendor name
    • Possible network connections will be presented, if there are no matches proceed with the following steps
    • If adding account number click Add account number
  4. Select to pay vendor with paper check
    Add check vendor
    • If an email address is entered for the vendor, we will automatically send an invitation to the vendor inviting them to create a free Bill.com account to receive ePayments when the vendor is saved
  5. Enter additional vendor details
  6. Click Save

Things to know

  • The options to select ACH or Check will be hidden if not supported, ie: International vendor
    • To send international check payments, an admin user will need to contact Support to have the feature enabled