Free Receivables accounts are able to send invoices to customers, which helps to receive payment more quickly. Just enter customers into the Bill.com account, then Invoices can be created and emailed to these customers, even if they don't use Bill.com.

Creating and sending Invoices

1. Log in to Bill.com
2. On the Overview page, click Create Invoice, or click Invoices in the left navigation pane
3. On the Create an Invoice page, enter the invoice details
   • Customer Name (required)
     The company or person being billed. If the customer a Bill.com user, the invoice will automatically become an eInvoice, sent directly to their Bill.com account. If not, they will receive the invoice as a PDF attachment to an email.
   • Invoice Number (required)
     Numbers and/or letters to identify the invoice
   • Amount (required)
     The amount of the invoice
   • Due Date (required - defaults to today's date)
     Specific day payment is expected, which will auto-calculate if Payment Terms is entered
   • Add an attachment
     Add a document as an attachment to the invoice
   • Description
     Add a description of the invoice
     Click Use advanced invoices if you'd like to enter these additional optional fields
     • Invoice Template
       The look and feel of the invoice
     • Payment Terms
       The agreed upon terms of the payment due date
     • Invoice Date
       The date the invoice is created (defaults to today's date)
     • Item
       Details about the product or service being invoiced
     • Customer Message
       Any extra details to help the customer understand and submit payment on the invoice
4. Click Preview & Send
5. Submit the invoice
   • If needed, toggle the Notify by Email to edit the email message, add additional email addresses to receive the invoice and click Submit
   • If you’re connected to your customer within the Bill.com network, the invoice will go straight to your customer’s Bill.com account
   • If you’re not connected to your customer within the Bill.com network, the invoice will be sent via email

Things to know

To ensure that payments are collected promptly, a pop-up message will appear if the Invoice date and/or the Due date entered is a year or more before or after today's date.