Receivables
Basic Receivables
- Bill.com check codes
- Check the status of your incoming payments
- Facts For Vendors / Suppliers
- Features of a subscription free Basic Receivables account
- I was invited to get paid by a Bill.com customer
- Identify if you are connected to your customer
Customer Management
- Add or delete a customer's bank account or credit card
- Add, edit, delete or restore customers
- 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
Getting Paid
- Accept credit card payments through Vantage
- Accept ePayments
- Accept receivables payments via PayPal
- Auto Charge - Overdue invoices
- Charge a customer
- Connect by Payment Network ID
Invoice Management
- Auto reminders for customer invoices
- 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
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
- Auto Charge for customers
- Branded website address
- Create a new credit memo template
- Create a new invoice template
- Edit email templates
