Inbox setup

The Inbox is an intuitive, inbound-only file sharing tool designed to streamline document management while saving time and reducing or eliminating paperwork. Once documents have been added to the Inbox, they can be used to create new or associate to existing bills, invoices, payments received, vendors or customers. A unique Inbox email address will be generated which can be provided to vendors and customers so they can email bills and invoices directly into the account for processing.

Inbox with preview Video Tutorial
  


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

Bringing in documents

Documents are brought into the Bill.com Inbox four (4) 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

  • Fax: Fax the document(s) to the Inbox fax number