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 to customer

  1. Click Invoices in the left navigation pane
  2. Click + 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
    • 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. Click Preview & Send
  5. Check the box next to Send a copy to me if a copy is needed
  6. 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

Enter invoice and schedule to email or mail via USPS later

  1. Click Invoices in the left navigation pane
  2. Click + 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
    • 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. Click More actions
  5. Click Email later or US mail later

Enter invoice without sending

  1. Click Invoices in the left navigation pane
  2. Click + 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
    • 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. Click the More actions
  5. Click Save or Save and new to create additional invoices