How to Use Bill.com

Getting started with Bill.com

In this guide, you'll learn how to set up Bill.com and automate your invoice processing and payments. By the end, you'll be able to manage your accounts payable and receivable efficiently.

Step 1: Sign up and set up

1. Go to Bill.com.
2. Click on the Get Started button on the homepage.
3. Choose the plan that suits your needs (Essentials for $45/user/month or Team for $55/user/month).
4. Fill in your details to create an account and complete the payment process.
5. Once your account is set up, follow the prompts to configure your company profile, including entering your business information and linking your bank account for payments.

Step 2: Your first invoice

1. From the dashboard, click on + New in the top-right corner.
2. Select Bill to create a new invoice.
3. Enter the vendor’s information in the Vendor field. If the vendor is not listed, click Add New Vendor.
4. Fill in the invoice details, including the amount and due date.
5. Click Save. To send for approval, click on Submit for Approval. Choose the approver(s) from the list and click Send.

Step 3: Get better results

• Use the Automated Workflow feature under the Settings menu to configure custom approval routes based on invoice amounts or departments.
• Set up Recurring Bills for regular payments by clicking on + New and selecting Recurring Bill.
• Regularly check the Dashboard for insights on unpaid invoices and payment statuses to stay on top of your cash flow.

Pro tip

Use the Email Invoices feature to automatically capture invoices from your inbox. Forward invoices to your unique Bill.com email address, and the platform will extract the necessary information for you.

Common mistake to avoid

Don't forget to verify vendor information before submitting invoices for approval. Incorrect details can lead to payment delays and confusion. Always double-check the vendor name and payment details to ensure accuracy.