Inbox setup

The Inbox is used to bring documents into the account. Once documents have been added to the Inbox, they can be created into bills or associated to bills, invoices, or customers. A unique Inbox email address will be generated. This designated Inbox email address can be provided to vendors and customers so they can email bills and invoices directly into the account for processing.

There are currently 2 Inbox versions; Inbox with preview, and Inbox with thumbnail. Please see the Resources links at the bottom of this page for more detail.

Inbox with preview

After clicking Inbox for the first time, the following page is displayed: Inbox:Document Management - Inbox Setup - Inbox Setup - Image 1

Setting up the Inbox email address

By default, the Inbox email address will be companyname@bill.com. For example: Acme and Company will be assigned the Inbox email address acmeandcompany@bill.com. The Inbox email address can be updated by taking the following steps:

  1. Click Inbox in the left navigation pane
  2. Under Start using the inbox, click edit next to the current Inbox email address
  3. Enter the new Inbox email address, using a minimum of eight (8) characters in front of the @bill.com domain
  4. Click Save

Provide this email address to your vendors so bills can now be sent directly to the Bill.com account. Tip: If an internal business email address has been setup for this process, set up auto forwarding from that inbox to the Bill.com email to avoid changing your vendor's process.

Editing the Inbox email address

From the Inbox page

  1. Click Edit next to the current Inbox email address
  2. Enter new Inbox email prefix
  3. Click Save

Inbox with thumbnails

Setting up the Inbox email address

  1. Click Inbox in the left navigation pane
  2. Click Set up your Email and Fax preferences
  3. Make edits to the email address if applicable, click Save Email
  4. Click Continue

To enable the ability to have documents faxed directly to the Inbox, click Get Fax number.

Editing the Inbox email address

From the Inbox page

  1. Click Modify next to the current Inbox email address
  2. Enter new Inbox email prefix
  3. Click Save Email

Bringing in documents

Documents are brought into either version of the Bill.com Inbox three (3) different ways:

Email

Email the document to the Bill.com Inbox email address

Drag and drop

Locate the document on your computer and drag the document into the __Drag and drop __box

Browse your computer

Click Browse your computer, locate and select the document, click Open