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.
-
Read Article
[SECTION]1. Identify your ideal client for bill pay services
-
Read MoreTaking Automated AP Services Past That First Client
The how-to guide on creating an automated bill pay service for all your clients.
-
Read MoreKey Questions to Identify a good CAS client prospect
Share this tip sheet with the tax professionals in your firm.
-
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.
-
Read Article
[SECTION]2. Get your team confident
-
Learn MoreGet Bill.com Certified!
Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
-
Read MoreTips and Tricks to Sell Bill.com
Learn how to identify prospects and how to best position Bill.com.
-
Read MoreEssential Advice for Expanding Your Client Base
Learn more about earning new business while maintaining your current client base.
-
Read ArticleBill.com Interactive Demo
A clickable demo of Bill.com to share with clients.
-
Read Article
[SECTION]3. Get your clients trained
-
Read More
Overview and Training for Clerk Role
Learn more about the designated Clerk role.
-
Read More
Overview and Training for Approver Role
Get training for client Approvers via this article.
-
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.
-
Read More
Overview and Training for Payer Role
Learn more about the designated Payer role.
-
Read Article
[SECTION]4. Keep up to date with the product
-
See the LatestProduct Release Notes
Looking for the latest release notes on Bill.com? Link to the Help Center here.
-
Watch WebinarAsk CS: Monthly Customer Support Webinars
Our Customer Support (CS) team answers your questions.
-
Read Article
[SECTION]5. Reach out to your Sales Rep / Support
-
Read ArticleWhen to Contact Support vs. Your Account Manager
Read on to see when to contact our support team vs. your account manager.
-
Read ArticleContacting Support and Managing Message Center
Links to our help center and customer support
-
Loading More...
