If you're looking to manage the clients on your console, here are the support articles that will walk you through the steps for your situation:
Is this a new client without a Bill.com account?
Is this a client who has Bill.com account you'd like to add to or remove from your console?
Onboarding your Clients is the first step in their journey with Bill.com.
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.
This article provides background information about the importance of complying with OFAC as you utilize the Bill.com payments platform.
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.
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
Step by step instructions for the first three things you should do to set up your console.
Use this data sheet to inform partners and colleagues about the benefits of Bill.com and how to position it to clients.
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Learn more about specialized training for accountants and how to access it here.
