Accounts Payable
Approve, pay and sync bill payments
Accounts Receivable
Send invoices and get paid faster
Credit & Expense Management
Get credit, control budgets, and manage expenses with Divvy
New Customer
Are you a new Bill.com customer? Leverage these resources to get started.
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1. Identify your ideal client for bill pay services
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Read MoreTaking Automated AP Services Past That First Client
The how-to guide on creating an automated bill pay service for all your clients.
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Read MoreKey Questions to Identify a good CAS client prospect
Share this tip sheet with the tax professionals in your firm.
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Read ArticleYour Next Bill.com Clients are your Tax Clients
A how-to guide for offering bill pay services to your tax clients, further increasing your value as an adviser.
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2. Get your team confident
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Learn MoreGet Bill.com Certified!
Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
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Read MoreTips and Tricks to Sell Bill.com
Learn how to identify prospects and how to best position Bill.com.
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Read MoreEssential Advice for Expanding Your Client Base
Learn more about earning new business while maintaining your current client base.
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Read ArticleBill.com Interactive Demo
A clickable demo of Bill.com to share with clients.
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3. Get your clients trained
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Overview and Training for Clerk Role
Learn more about the designated Clerk role.
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Overview and Training for Approver Role
Get training for client Approvers via this article.
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Read ArticleBill.com Interactive Demo: Approver Role
This demo is designed to walk your clients through the Approver role in your Bill.com AP workflow.
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Overview and Training for Payer Role
Learn more about the designated Payer role.
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4. Keep up to date with the product
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See the LatestProduct Release Notes
Looking for the latest release notes on Bill.com? Link to the Help Center here.
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Watch WebinarAsk CS: Monthly Customer Support Webinars
Our Customer Support (CS) team answers your questions.
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5. Reach out to your Sales Rep / Support
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Read ArticleWhen to Contact Support vs. Your Account Manager
Read on to see when to contact our support team vs. your account manager.
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Read ArticleContacting Support and Managing Message Center
Links to our help center and customer support
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