Setting Up New Clients

How to Set Up New Clients

    Onboarding Checklist with Jason Blumer, CPA & Thriveal Founder

    We collaborated with Jason Blumer, CPA & Founder of Thriveal, to create a thorough checklist to help you quickly and easily onboard c...
    View article

    Client Pre-Setup Checklist

    To ensure a quick and efficient setup process, gather this information before you start setup. You can work with your client to complete ...
    View article

    Bill.com Setup Reference Guide

    The Bill.com Setup Reference Guide provides step by step instructions on how to get up and running on Bill.com. The Setup Guide is compri...
    View article

    Prepare Client Vendors for Bill.com Payments

    Save your clients money by paying through the Bill.com Network Help your clients prepare their vendors to get paid via Bill.com. This doc...
    View article

    Workflow Role Assignments - Accounts Payable

    Here's a brief presentation that suggests how to set up accounts payable user roles. Review this before setting up your new clients. Dow...
    View article

    Workflow Role Assignments - Accounts Receivable

    Here's a brief presentation that demonstrates how to set up accounts receivable user roles. Review this before setting up your new client...
    View article
See all 7 articles

Frequently Asked Questions

    Client Set Up Frequently Asked Questions

    Are there people at Bill.com who will help me set up my staff and clients with Bill.com? Your Bill.com Account Manager is available to an...
    View article