Enter a new Invoice

Creating a new invoice is fast and easy with Bill.com. Send customers electronic invoices and get access to recurring invoices, automatic payment reminders, automatic overdue notices, electronic payments through ACH, and more.

Enter invoice and email or mail to customer

  1. Click Invoices in the left navigation pane
  2. Click Create Invoice
  3. Enter Invoice Details
    • Account, Department, Location and Class (if enabled) will carry over to additional line items but are editable
    • To tax a line item check the Tax box
    • Tax field: Select an existing tax item or click Add new tax to add a new tax item
    • Credits: credit memo and/or unapplied payment balances will appear here; enter an amount if you want to apply any available credit to the new invoice. The balance will auto-calculate.
    • Use basic math operators (+, -, *, /) when entering numbers in amount or quantity fields. The system will do the math for you.
    • Add attachments if necessary
  4. Select to Send via email or US mail
  5. Auto Charge: if the customer is setup on auto charge, you can opt to exclude single invoices from Auto Charge. Uncheck the box to remove the invoice from Auto Charge.
  6. Click Preview & Send
    • Enter email addresses to send the invoice to, as applicable
      • Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist
    • Customize the email message if applicable
  7. Click Send
    • If the customer is connected via the Bill.com network, the invoice will be sent straight to their Bill.com account
    • If the customer is not connected via the Bill.com network, the invoice will be sent via email or US mail as selected

Enter invoice and schedule to email or mail via US mail later

  1. Click Invoices in the left navigation pane
  2. Click Create Invoice
  3. Enter Invoice Details
    • Account, Department, Location and Class (if enabled) will carry over to additional line items but are editable
    • To tax a line item check the Tax box
    • Tax field: Select an existing tax item or click Add new tax to add a new tax item
    • Credits: credit memo and/or unapplied payment balances will appear here; enter an amount if you want
    • Use basic math operators (+, -, *, /) when entering numbers in amount or quantity fields. The system will do the math for you.
    • Add attachments if necessary
  4. Auto Charge: if the customer is setup on auto charge, you can opt to exclude single invoices from Auto Charge. Uncheck the box to remove the invoice from Auto Charge.
  5. Select to Send via email or US mail later
  6. Click Save

Enter invoice without sending

  1. Click Invoices in the left navigation pane
  2. Click Create Invoice
  3. Enter Invoice Details
    • Account, Department, Location and Class (if enabled) will carry over to additional line item but are editable
    • To tax a line item check the Tax box
    • Tax field: Select an existing tax item or click Add new tax to add a new tax item
    • Credits: credit memo and/or unapplied payment balances will appear here; enter an amount if you want
    • Use basic math operators (+, -, *, /) when entering numbers in amount or quantity fields. The system will do the math for you.
    • Add attachments if necessary
  4. Auto Charge: if the customer is setup on auto charge, you can opt to exclude single invoices from Auto Charge. Uncheck the box to remove the invoice from Auto Charge.
  5. Uncheck email and US mail under Send Via
  6. Click Save or Save and new to create additional invoices

Things to know

  • For security reasons, Print/Mail Invoice is only available after an active bank account is added
  • We can only mail invoices within the United States
  • We send 1 separate email to each address in the To field, and we copy the addresses in the CC field on each on each separate email. If there are 5 addresses in the To field, any addresses in the CC field will receive 5 separate emails.
  • Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist