Receivables
Basic Receivables
- Auto-created invoices
- Basic account: Send a reminder for an unpaid invoice
- Basic Receivables - Create an Invoice
- Basic Receivables - Do more with Bill.com
- Basic Receivables - Import your Customer list
- Basic Receivables - Upgrade to an advanced plan
Customer Management
- Adding a customer's bank account
- Adding new customers
- Export the Customer Invoices and Payments tabs
- Managing customer contacts
- 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
- Attaching a document to an outgoing invoice
- Auto-Sequencing invoice numbers
- Create a new Invoice
- Creating a recurring invoice
- Editing or deleting an invoice
- eInvoice and eCredit Memo Status Updates
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
