Receivables
Basic Receivables
- Facts For Vendors / Suppliers
- Features of a subscription-free Basic Receivables account
- How to receive my payment
- I was given the option to get paid via Bill.com
- I was invited to receive payment by a Bill.com customer
- Identify if you are connected to your customer
Basic Receivables - Canada
Customer Management
- Add or delete a customer's bank account or credit card
- Add, edit, archive or restore a customer
- Disconnect a customer connection
- Export the Customer Invoices and Payments tabs
- Manage customer contacts and passwords
- Prevent a customer from changing or deleting a payment method
Get Paid
- Accept credit card payments through Vantage
- Accept ePayments
- Charge a customer
- Connect by Payment Network ID
- Get signed authorization from customers
- Invite Receivables customers to pay using Bill.com
Invoice Management
- Auto reminders for a customer invoice
- Auto-Sequencing invoice numbers
- Create and send a customer invoice
- Edit, delete or restore an invoice
- eInvoice and eCredit Memo Status Updates
- Email, mail or print invoices
Payment Management
- Apply receivables credit memos
- Cancel or void an incoming payment
- Create, edit, delete or restore 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
- Branded website address
- Create a new credit memo template
- Create a new invoice template
- Edit invoice email templates
- Mailed invoices - What the customer receives
