Adding new vendors

Adding a new ePayment vendor

  1. Click Vendors in the left navigation pane
  2. Click +Vendor
    • Or click Add your first vendor
      Vendor zero state
    • If you have no vendors yet, you will see an option to import vendors on this page. Clicking this link will redirect you to the sync setup page if you selected an accounting software we integrate with. If not, it will redirect to our Import/Export tool to import the vendor list via .CSV
  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

Vendor invitations expire after 60 days if not accepted.

Adding a new check vendor

  1. Click Vendors in the left navigation pane
  2. Click +Vendor
  3. Enter vendor name
    • Possible network connections will be presented, if there are no matches proceed with the following steps
    • The maximum number of characters that will print in the payee field of a check is 60
    • 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 maximum number of characters that will print in the payee field of a check is 60
  • 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