Bank Account Setup

• Adding a user to a bank account
• Identity verification outside the 50 US States
• Invalid bank account notification
• Manage your bank accounts
• Subscription-free Basic account: Add or correct bank account information to receive payments
• Using Bill.com ACH ID to bypass a debit block on a bank account

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Company Setup

• Add or edit a mailing address
• Books Closed setting
• Create an accounting classification
• Embedding the Bill.com login page on a website
• Enabling accounting classifications
• Get Started checklist

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Getting Started

• Adding a company to an existing Bill.com login
• Manage account features
• Request for Additional Documentation
• Upgraded Simple Bill Pay and Intuit Bill Pay accounts - Quick Reference Guide
• US address required to sign up for Bill.com
• Using the left navigation menu

Merchant Account Setup

• Benefits of accepting credit card payments through Vantage
• Convenience fees and credit card surcharges
• Merchant services through Vantage
• Payment Terms & Conditions
• Status of Vantage/Paytrace merchant account application