Managing customer contacts

Bill.com allows additional contacts to be added to a customer record so you can communicate with and send invoices to more than one person for each customer.

Adding a New Customer Contact

  1. In the left navigation pane, click Customers
  2. Click the customer you are adding the contact to
  3. Click Contacts
  4. Click + Contact
  5. Fill out the required fields
  6. Click Save

Deleting a Customer Contact

  1. In the left navigation pane, click Customers
  2. Click the customer you are deleting the contact from
  3. Click Contacts
  4. Click more options dots
  5. Click Delete