BILL Spend & Expense Client Application Checklist

When your client is ready to get started on BILL Spend & Expense, they will need to apply for a line of credit to use the BILL Divvy Corporate cards tied to our spend management solution. 

The application requires a list of information about your client’s business, their financials, and information on who is going to manage the BILL Spend & Expense account. Use this checklist to make sure you gather all of the correct information from your client when you submit their application.

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5 Steps to CAS Success
5 Steps to CAS Success