The settings/gear icon

The settings/gear icon is located in the right corner of many screens in Bill.com.

Note:

• If you don't see the settings/gear icon your To Do list may be expanded and covering it. Select X to close the to do list manually to view the settings/gear icon.
• If you've signed up for a subscription-free Bill.com account to only receive payments, the account requires a connection to a customer that uses Bill.com to make a payment to you before you'll be able to access Settings.

Find Settings in the mobile app:

1. Log into the Bill.com mobile app
2. From the Homepage, select the Options bars
3. Select Settings
   

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Select Settings to access the Settings page, where you can customize your account preferences, and complete other important tasks.

We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. If your settings page looks different from the image below, select this link: Updated Settings Page

Note: The options you see on the Settings page will vary based on your account type and user role. If you don't see a setting from the list above, either your user role doesn't have the necessary permissions, or your account type doesn't have the feature.

Jump to:

• You
• Your Company
• Your Account with Us
• Payables
• Receivables
• Permissions
• Accounting
• Sync
• Import/Export
• Apps

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You

• Manage your personal profile
• Edit your email preferences
• Change your password
• Change your security settings, including your 2-Step Verification phone number, and trusted devices

Your Company

• Update your company profile
• Update your Inbox preferences and Inbox email address
• Upload a company logo
• Manage bank accounts
• Manage your merchant account

Your Account with Us

• Update your billing method
• View billing statements
• Manage your account features and price plan

Payables

• Manage Payables preferences
• Manage Approval settings and groups

Receivables

• Manage Receivables preferences
• Update your Branded Website Address
• Manage customer invoice templates
• Manage customer credit memo templates
• Manage customer email templates
• Manage your receivables online payment methods
• Manage invoice auto reminders

Permissions

• Manage users
• Manage roles

Accounting

• Manage accounting preferences
• Manage your chart of accounts
• Manage items
• Manage payment terms
• Manage classifications

Sync

• Setup your sync, or view the status

Import/Export

• Import/Export transactions and list items

Apps

• Manage apps

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