Receivables
Basic Receivables
- Bill.com check codes
- Checking the status of incoming payments
- Correcting bank account information
- Facts For Vendors / Suppliers
- Features of a subscription free Basic Receivables Account
- Identifying if you are connected to your customer
Customer Management
- Adding a customer's bank account or credit card
- Adding new customers
- Export the Customer Invoices and Payments tabs
- Managing customer contacts and passwords
- Preventing a customer from changing or deleting a payment method
- Privacy for multiple payers on a Customer Portal account
Getting Paid
- Accepting credit card payments through Vantage
- Accepting ePayments
- Auto Charge - Overdue invoices
- Bill.com Receivables payments via PayPal
- Charging a customer
- Connecting by Payment Network ID
Invoice Management
- Auto-Sequencing invoice numbers
- Create a new Invoice
- Creating a recurring invoice
- Editing or deleting an invoice
- eInvoice and eCredit Memo Status Updates
- Email, mail or print an invoice
Payment Management
- Applying Credit Memos
- Credit Memos
- Deactivate / reactivate credit memos
- Determining if a Payment was Autopaid
- Export the Payments In page
- Moving a customer's payment to another Invoice
Setup/Preferences
- Adding Sales Tax
- Auto Charge for Customers
- Branded Website Address
- Creating a new credit memo template
- Creating a new invoice template
- Creating items for Receivables manually
