help.bill.com Open in urlscan Pro
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Text Content

WELCOME TO THE ALL-NEW HELP CENTER

We've updated the experience so it's customized just for you.

We're excited to share our updated logo, icons, font and brand colors.

We've added more (and better) content about top searches.

Check it out

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SEGMENT

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ACC SOFTWARE

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SUPPORT

Basic Premium Premium Plus


HOW CAN WE HELP YOU?



Popular searches:

Where's my money? What is Bill.com? How do I give a customer my PNI?
Where's my money? What is Bill.com? How do I give a customer my PNI?
How do I add a bank account? How do I invite a new vendor? How do I add more
users?
How do I add a bank account? How do I create recurring bills? What is IVA?
How do I add a new client to the console? What is the Accountant Resource
Center? Manage Console Users on Client Accounts from the Console
How do I add a bank account? How do I add more users? How do I create recurring
bills?
What is Bill.com? How do I login to Bill.com? How do I get paid through
Bill.com?



GET STARTED

 * I was invited to be paid by a Bill.com customer
 * Setting up a subscription free Basic Receivables account
 * Adding a bank account to receive a payment
 * Providing a Payment Network ID to connect
 * Checking the status of incoming payments


RECOMMENDED READING

 * Features of a subscription free Basic Receivables Account
 * Bill.com Multi-Factor Authentication (MFA)
 * Creating and sending Invoices
 * Managing Email Addresses
 * Correcting bank account information


DO MORE WITH BILL.COM

 * Upgrade to an advanced plan
 * Sending a note to a customer
 * Send a reminder for an unpaid invoice
 * Adding users
 * Mobile app login


CANADA

 * Get started with your Canadian account
 * I was invited to get paid in Canada by a Bill.com customer
 * Add a bank account to receive payments in Canada


UNITED KINGDOM

 * Get started with your UK account
 * I was invited to get paid in the UK by a Bill.com customer
 * Add a bank account to receive payments in the UK


RECOMMENDED READING

 * Bill.com Multi-Factor Authentication (MFA)
 * Create and send Invoices
 * Manage Email Addresses


DO MORE WITH BILL.COM

 * Send a note to a customer
 * Send a reminder for an unpaid invoice
 * Add users


GET STARTED

You're invited to schedule a personalized session with a Bill.com specialist to:

 * Introduce you to advanced features
 * Review your account setup
 * Learn how to access and use tools that will ensure your success

Book Now


GET STARTED

 * Account Setup Checklist
 * Adding a bank account
 * Adding users
 * Inviting vendors to be paid electronically
 * Paying a vendor


MANAGE YOUR ACCOUNT

 * User Roles and Permissions
 * Editing bills
 * Processing documents from the Inbox
 * Bill Approval Workflow
 * Bill.com Multi-Factor Authentication


RECOMMENDED READING

 * 1099 filing
 * Vendor Direct - Frequently asked questions
 * Payment Timing
 * Intelligent Virtual Assistant
 * Voiding Payments


SYNC

 * QuickBooks Online Sync - Setup Guide
 * QuickBooks Online Sync - At a Glance
 * QuickBooks Online Sync - FAQs
 * QuickBooks Online Sync - Notes and Known Limitations


SYNC

 * QuickBooks Desktop Sync Setup Guide
 * QuickBooks Desktop - Sync dashboard local setup installation
 * QuickBooks Desktop - Server or Hosting provider sync dashboard installation
 * Bill.com sync with QuickBooks Desktop


SYNC

 * Xero Sync Setup Guide
 * Sync Matrix for Xero
 * Xero Sync - Best Practices
 * Xero Sync: FAQ


RELEASE NOTES

Learn the ins and outs of Bill.com new features through our release notes.


VIDEO TRAINING AND TUTORIALS

Learn the ins and outs of Bill.com through our webinar series.


GET STARTED

 * Account Setup Checklist
 * Adding a bank account
 * Adding users
 * Inviting vendors to be paid electronically
 * Paying a vendor


MANAGE YOUR ACCOUNT

 * User Roles and Permissions
 * Editing bills
 * Processing documents from the Inbox
 * Bill Approval Workflow
 * Bill.com Multi-Factor Authentication


RECOMMENDED READING

 * 1099 filing
 * Vendor Direct - Frequently asked questions
 * Payment Timing
 * Intelligent Virtual Assistant
 * Voiding Payments


OPTIMIZATION SERVICES

AP & AR workflow review

Key features guidance

Available Semi-Annually (Virtual)

Book Now

PREMIUM


NEW ADMIN TRAINING

Admin training and product overview for the new staff members

4 Sessions Annually

Book Now

PREMIUM


OPTIMIZATION SERVICES

AP & AR workflow review

Key features guidance

Available Quarterly (Virtual)

Book Now

PREMIUM PLUS


NEW ADMIN TRAINING

Admin training and product overview for the new staff members

Unlimited Sessions

Book Now

PREMIUM PLUS


ADMIN ASSISTANCE

New entity setup

New users setup

Manual tasks

Submit a Request

PREMIUM PLUS


SYNC

 * Intacct Sync - Standard Setup Guide
 * Intacct Sync - Multi-Entity Setup Guide
 * Intacct Sync - User Guide
 * Sync Matrix for Intacct


SYNC

Dynamics 365 Business Central
 * Sync Setup Guide
 * Create a clearing account
 * Sync Matrix
 * Troubleshooting


SYNC

Dynamics GP
 * Sync Setup Guide
 * Sync Matrix
 * Tips and Best Practices


SYNC

 * NetSuite Sync Setup Guide
 * Sync with NetSuite
 * NetSuite: Best Practices and Additional Information
 * Sync Matrix for NetSuite


SYNC


Dynamics 365 Business Central Dynamics GP


RELEASE NOTES

Learn the ins and outs of Bill.com new features through our release notes.


VIDEO TRAINING AND TUTORIALS

Learn the ins and outs of Bill.com through our webinar series.


GET STARTED

 * Bill.com Accountant Program
 * Creating the first user on an account
 * Assigning an Administrator when setting up a new Client account
 * Using Bill.com Logo in Accountant Marketing Collateral
 * Accountant Resource Center


CONSOLE MANAGEMENT

 * Adding a new client account to the Console
 * Client account access for staff members
 * Billing under an Accountant Console
 * Linking and Unlinking Clients from the Accountant Console
 * Deactivate a Console User and mass remove from all Clients


RECOMMENDED READING

 * Managing Custom Roles from a Console
 * Console Billing Report
 * All Console and Client Users report
 * Denied Bills List Report
 * Using Bill.com Logo in Accountant Marketing Collateral


OPTIMIZATION SERVICES

AP & AR workflow review

Key features guidance

Available Semi-Annually (Virtual)

Book Now

PREMIUM


NEW ADMIN TRAINING

Admin training and product overview for the new staff members

4 Sessions Annually

Book Now

PREMIUM


OPTIMIZATION SERVICES

AP & AR workflow review

Key features guidance

Available Quarterly (Virtual)

Book Now

PREMIUM PLUS


NEW ADMIN TRAINING

Admin training and product overview for the new staff members

Unlimited Sessions

Book Now

PREMIUM PLUS


ADMIN ASSISTANCE

New entity setup

New users setup

Manual tasks

Submit a Request

PREMIUM PLUS


SYNC

 * QuickBooks Online Sync - Setup Guide
 * QuickBooks Online Sync - At a Glance
 * QuickBooks Online Sync - FAQs
 * QuickBooks Online Sync - Notes and Known Limitations


SYNC

 * Xero Sync Setup Guide
 * Sync Matrix for Xero
 * Xero Sync - Best Practices
 * Xero Sync: FAQ


SYNC

 * Intacct Sync - Standard Setup Guide
 * Intacct Sync - Multi-Entity Setup Guide
 * Intacct Sync - User Guide
 * Sync Matrix for Intacct


SYNC

Dynamics 365 Business Central
 * Sync Setup Guide
 * Create a clearing account
 * Sync Matrix
 * Troubleshooting


SYNC

Dynamics GP
 * Sync Setup Guide
 * Sync Matrix
 * Tips and Best Practices


SYNC

 * NetSuite Sync Setup Guide
 * Sync with NetSuite
 * NetSuite: Best Practices and Additional Information
 * Sync Matrix for NetSuite


SYNC

 * QuickBooks Desktop Sync Setup Guide
 * QuickBooks Desktop - Sync dashboard local setup installation
 * QuickBooks Desktop - Server or Hosting provider sync dashboard installation
 * Bill.com sync with QuickBooks Desktop


SYNC

Online

Desktop

Import / Export

Dynamics 365 Business Central Dynamics GP


RELEASE NOTES

Learn the ins and outs of Bill.com new features through our release notes.


VIDEO TRAINING AND TUTORIALS

Learn the ins and outs of Bill.com through our webinar series.


GET STARTED

 * Account Setup Checklist
 * Adding a bank account
 * Adding users
 * Inviting vendors to be paid electronically
 * Paying a vendor


MANAGE YOUR ACCOUNT

 * User Roles and Permissions
 * Editing bills
 * Processing documents from the Inbox
 * Bill Approval Workflow
 * Bill.com Multi-Factor Authentication


RECOMMENDED READING

 * 1099 filing
 * Vendor Direct - Frequently asked questions
 * Payment Timing
 * Intelligent Virtual Assistant
 * Voiding Payments


SYNC

Online

Desktop

Import / Export

Dynamics 365 Business Central Dynamics GP


RELEASE NOTES

Learn the ins and outs of Bill.com new features through our release notes.


VIDEO TRAINING AND TUTORIALS

Learn the ins and outs of Bill.com through our webinar series.


GET STARTED

 * What is Bill.com?
 * Where's my payment?
 * I was invited to be paid by a Bill.com customer
 * Password management
 * Provide Payment Network ID to connect


RECOMMENDED READING

 * Features of a Free Basic Receivables Account
 * Setting up a free Basic Receivables account
 * Types of Basic Accounts
 * Facts For Vendors / Suppliers
 * Protecting against phishing and other scams


MANAGE YOUR ACCOUNT

 * Approval Workflow
 * International Wire Payments: Basic Information
 * Intelligent Virtual Assistant: FAQ
 * Sending a note to a customer
 * Reminders for Invoices


SET-UP & LEARN APPOINTMENT

Get ready to start streamlining your back office, gaining cash flow visibility
and control, and saving time. You get a 60-minute call at no additional cost
with a Specialist to configure the solution for your specific business needs.
Get an overview of functionality and integrate with QuickBooks to eliminate
entering data twice and keep your books up-to-date.

Haven't made an appointment yet? No Problem.
Click the button here to get it on the calendar.

SCHEDULE CALL


GET STARTED

 * Account Setup Checklist
 * Add a bank account
 * Add a user
 * Invite a vendor to be paid electronically
 * Pay a vendor


MANAGE YOUR ACCOUNT

 * Add, edit, or delete a vendor
 * Add, edit, or delete a bill
 * Process documents from the Inbox
 * Manage an approval workflow
 * Manage Multi-Factor Authentication/2-step verification


RECOMMENDED READING

 * User roles and permissions
 * Payables payment timing
 * Void a payment
 * Intelligent Virtual Assistant FAQ
 * Vendor Direct FAQ


SYNC

 * QuickBooks Online Sync - At a Glance
 * QuickBooks Online Sync - FAQs
 * QuickBooks Online Sync - Notes and Known Limitations


RELEASE NOTES

Learn the ins and outs of Bill.com new features through our release notes.


VIDEO TRAINING AND TUTORIALS

Learn the ins and outs of Bill.com through our webinar series.

PRODUCT

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RESOURCES

Resource Center

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Customer Stories

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FAQS

Learning Center

Compare

Security

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App Marketplace

Product Demo

Product Tour

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COMPANY

Our Story

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Press Kit

Refer a Business

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CONNECT



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© 2023 Bill.com, LLC. Bill.com, the Bill.com logo, and the “b” logo are
trademarks of Bill.com, LLC. All other company names and brands are the property
of their respective owners.


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