Bill.com balance is a new way to pay! You can use your balance to store money to pay vendors overnight with next-day ePayment speed, no unexpected delays, and no additional fees.

Note: We are rolling this feature out in phases, so if you don't see it in your account yet, please stay tuned!

Jump to:

• Add money to your balance
• Withdraw money from your balance
• Manage balance users
• View and export your balance transaction history
• Disable Bill.com balance

Add money to your balance

Payments from your network-connected customers will automatically deposit to your balance. You can also add funds from your Bill.com verified bank account or via wire transfer.

Add money via ACH

1. Select Add money on your Overview page in the balance section.
   
   
2. Enter the amount you'd like to add to your balance.
3. Select the account you'd like to transfer from in the dropdown.
   • If you don't see the account you'd like to transfer to, you may need to be added as an authorized user on the account, or add the bank to your Bill.com account.
4. Select Add USD (amount).
   
   

The confirmation page shows your transfer is scheduled, the amount, the bank selected to transfer from, and the estimated arrival date. The transfer will show in your balance transaction history as pending until deposited.

Add money via wire transfer

1. Select Add money on your Overview page in the balance section.
   
   
2. Select Wire Transfer
3. Copy the routing number, account number, and address and either initiate a wire from your online banking or your bank branch.

Wired funds will be available in your Bill.com balance within 1-2 business days.

Withdraw money from your balance

If you need to withdraw money from your balance instead of paying vendor bills, you can transfer funds to a Bill.com verified bank account.

1. Select Withdraw on your Overview page in the balance. section
   
   
2. Enter the amount you'd like to withdraw, up to the Current balance shown.
3. Select the account you'd like to withdraw to in the dropdown.
   • If you don't see the account you'd like to transfer to, you may need to be added as an authorized user on the account, or add the bank to your Bill.com account.
4. Select Withdraw USD (amount).
   
   

The confirmation page shows your withdrawal is scheduled, the amount, the destination bank, and the estimated arrival date. The withdrawal will show in your balance transaction history as pending until deposited.

Manage balance users

Manage which of your Bill.com account users can view or manage balance with 3 levels of permissions, or remove access to balance completely. Only Administrator users can add funds, withdraw funds, or pay bills using balance, but other users can view balance.

1. Select Manage Balance
2. Select Balance Users
3. Select an access level for each Bill.com user, or select X to remove the user from balance entirely.
   • Select Show description to see the details of each permission level.
   • Removing a user from balance won't remove them from your Bill.com account itself.

View and export your balance transaction history

You can view the history of your balance from the Overview page, including pending transactions, money transferred from your bank, payments to vendors, and payments from customers.

1. Select View history on your Overview page in the balance section.
   
   
2. Select Load X more on the bottom of the list to load additional records if needed.
   • Payment to: a payment sent to a vendor
   • Payment from: a payment sent by a network-connected customer
   • Transfer from: money added to your balance from a bank account
   • Transfer to: money withdrawn to a bank account
3. If you'd like to export the history, select Export, then select Export to .CSV or Export to Excel.

Disable Bill.com balance

If you'd rather not use Bill.com balance, you can disable it in settings, as long as you don't have any uncashed checks paid from your balance, or funds in your balance.

1. Select Settings
2. We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. Please follow the steps that match what your Settings page looks like.
   
   Select Bill.com balance under Your Company if your Settings page looks like this:
   
   Select Bill.com balance under Company Profile if your Settings page looks like this:
   
3. Select Turn Off
   • If the button is greyed out, you have a positive balance you need to withdraw. Make sure your balance is $0 by withdrawing funds before turning off.