Setting Up New ClientsLearn More
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This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
Learn more about the designated Clerk role.
Get training for client Approvers via this article.
Learn more about the designated Payer role.
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.
Learn more about setting up a vendor's free Bill.com account for fast easy payments.
Learn more about the default roles of the Bill.com accounts receivable workflow