Templates to Use with Customers

  • Email Template: Sweepstakes Email from Firms to Clients

    Email Template: Sweepstakes Email from Firms to Clients

    Download this template to share with your new clients. This email will tell them about the sweepstakes promotion Bill.com is running until July 7th, and the requirements to be eligible.

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  • Client Pre-Setup Checklist

    Client Pre-Setup Checklist

    Get the details you need before setting up your client, all in one place. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041

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  • Onboarding Checklist for Clients by Jason Blumer

    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.

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  • Email Template 3 (Existing Customers): Why Smart Business Owners Outsource

    Email Template 3 (Existing Customers): Why Smart Business Owners Outsource

    Download this template to share key benefits learned from business owners, with your clients. https://hqbill.box.com/s/v8ylwnzfcykhkx7bmvjevqtvfdd9h2k2

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  • Email Template 2 (Existing Customers): On Outsourcing Bill Pay

    Email Template 2 (Existing Customers): On Outsourcing Bill Pay

    Use this email template to reach out to existing clients on your outsourced accounting services. https://hqbill.box.com/s/toho2f5uz9iabfug8l52zeszrxqqai3c

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  • Email Template 1 (New Customers): On Gaining Control Over Bill Pay

    Email Template 1 (New Customers): On Gaining Control Over Bill Pay

    Use this email template to reach out to new customers. https://hqbill.box.com/s/utvxa2m9cifmlczhfgedsbc5ib94nr5l

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  • Email Template: Moving to the New Bill.com Experience

    Email Template: Moving to the New Bill.com Experience

    Download this informative email template to help clients move to the new and improved Bill.com interface. https://hqbill.box.com/s/5rht4q5en2gvpo1fb918x7h73zre9338

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  • Bill.com Overview Presentation for Firms

    Bill.com Overview Presentation for Firms

    Looking to discuss Bill.com with new and existing partners? Download this Overview presentation. https://hqbill.box.com/s/5cw2saxmn9ov18rxj9fur1ydyebn82qj

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  • Bill.com Overview Presentation for Clients

    Bill.com Overview Presentation for Clients

    Looking to discuss Bill.com with new and existing clients? Download this Overview presentation. https://hqbill.box.com/s/ar4p3782h1m5uyqtqzjh5g9gh5zhyj97

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  • Blog Post Template: Risk Management

    Blog Post Template: Risk Management

    Download this blog post template on business risk management and make it your own. https://hqbill.box.com/s/nmijrqi3zcnjqggx14t0z28k8h9qlzwh

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  • Blog Post Template: Mobile Bill Management

    Blog Post Template: Mobile Bill Management

    Download this blog post template on mobile bill management and make it your own. https://hqbill.box.com/s/mqvg3kwqlvum1y0juilmze9pybwj60cm

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  • Blog Post Template: Bill.com Benefits

    Blog Post Template: Bill.com Benefits

    Download this blog post template on the benefits of Bill.com and make it your own.

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