Welcome! Start here to familiarize yourself with Bill.com and to start onboarding your clients. This guide is meant to supplement your conversations with your Account Manager and to give you more resources to leverage as you move through your Bill.com trial.
Follow the steps in this guide to discover how to onboard clients successfully.
This one page brochure on AP is great to use for partners in the firm, or with customers. They'll see how Bill.com can save time and get you paid faster.
This one page brochure on AR is great to use for partners in the firm or with customers. They'll see how Bill.com can save time and get you paid faster.
Step by step instructions for the first three things you should do to set up your console.
You can add your Team Members to help with Console management in a few easy steps. You can even manage each Team Member's access to clients without having to login to each client separately.
Find the right help link to walk you through adding and removing clients.
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
Get training for client Approvers via this article.
Learn more about the designated Clerk role.
Learn more about the designated Payer role.
2:39This video guide will walk you through initial setup of your personal Bill.com Inbox.
0:54
Read more to learn how to connect to vendors for ePayments
