Receivables
Basic Receivables
- Bill.com check codes
- Check the status of your incoming payments
- Connect to your vendor or customer from your existing account
- Facts For Vendors / Suppliers
- Features of a subscription free Basic Receivables Account
- I was invited to get paid by a Bill.com customer
Customer Management
- Add, edit, delete or restore customers
- Adding or deleting a customer's bank account or credit card
- 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
- Charge a customer
- Connecting by Payment Network ID
Invoice Management
- Auto-Sequencing invoice numbers
- Create and send a Customer Invoice
- Creating a recurring invoice
- Edit, delete or restore invoices
- eInvoice and eCredit Memo Status Updates
- Emailing, mailing or printing invoices
Payment Management
- Applying 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
- Auto Charge for Customers
- Branded Website Address
- Creating a new credit memo template
- Creating a new invoice template
- Creating items for Receivables manually
