Get BILL Certified!

Ready to earn your bragging rights (and CPE credits)? 

One of the benefits available to our Accountant Partners is the BILL certified logo.  As our partner, you can earn your BILL certified logo to display on your website, blog or social media channels. The training is free and available right through your Accountant Console. 

Firms with at least one person in the firm can also show the firm BILL certified logo.

How the Training Works

Logging In to the Training

Certification and CPE Credits

Bill.com Certification Policies

How The Training Works

Advanced

The Advanced training is your certification course, and this training course will show you how to improve client workflow efficiency and handle special payables and receivables situations.  You’ll learn how to: 

  • Map existing client workflows into BILL
  • Sync BILL with client accounting software
  • Handle exceptions for payables
  • Optimize collections for receivables

Logging into the Training

  1. Log into BILL. From the Org Select page, click on “Manage Console.”
  2. Once in your Accountant Client Management Console, go to the Training > Advanced tab on your Console.
  3. Click the “Start the BILL Certification Training” to open up the learning environment. The course includes multiple short modules so you can return as needed to finish the course.

Certification and CPE Credits

This course is offered for free with your BILL Console, and there are no prerequisites or advanced preparation needed—just your desire to learn and enrollment in a BILL console. Successfully complete the course to achieve Certification status and earn up to 5.0 CPE Credits in the Computer Science field of study.

  • Program Level: Basic
  • Delivery Method: QAS Self Study
  • Advanced Preparation: None
  • CPE Credits: 5.0
  • Registration: Log into your BILL Console to access the certification
  • Program Policy: For information, complaints, questions or concerns regarding BILL Certification, please contact us at support.bill.com.

The BILL Certification online course provides an in-depth exploration of BILL’s benefits, features and functionality. By the end of this course, you’ll:

  • Identify the steps to setup your BILL account.
  • Identify the features and functionality available on your Dashboard.
  • Identify the process for creating a bill from your Inbox.
  • Identify the steps to pay a vendor from your BILL account
  • Identify the steps to be paid by a customer via your BILL account.
  • Identify the benefits of BILL’s Document Management solution.
  • Select the appropriate reports based on organizational needs.
  • Identify the steps to change account settings.
  • Identify the tools and resources available in the Console.
  • Identify the benefits of BILL’s Accounting Software Integration (Sync)

BILL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. All training is free to BILL Accountant Program members.

BILL Certification Policies

While there is currently no requirement for regular re-certification, BILL reserves the right to change renewal policies at any time.  

Firm Certification Qualifications

Certification is earned by individuals, not the firm, and certified users may take their certification with them if they change firms.

If a certified user is removed from a firm’s Console account and no other Console users are certified, the certification will be deactivated and removed automatically from Console. The firm should also remove BILL Certified logos from their marketing materials.

To regain certification, the firm should select another Console user to complete the certification course.  Contact us at training@hq.bill.com to discuss the transfer process.

Questions? 
Contact our training team at training@hq.bill.com.

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