Setting Up New Clients
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Onboarding Checklist for Clients by Jason Blumer
This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
Payment Timing And Limits
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
Reference Guide- Accounts Payable
A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.
Reference Guide- Accounts Receivable
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
Prepare your Clients' Vendors for Bill.com
Learn more about setting up a vendor's free Bill.com account for fast easy payments.
Bill.com AR Role Assignments
Learn more about the default roles of the Bill.com accounts receivable workflow
