Set up and manage the network

The Bill.com network is a great addition to the wide array of tools available in PayMaker. Use the network to invite and connect with other PayMaker users so you can send and receive eBills and eInvoices, send notes to customers and vendors right inside PayMaker, and make or receive payments faster via ePayments instead of paper checks.

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Network icon

The network icon makes it easier to review network options without navigating away from the current page.

A dot will display over the network icon if you have a pending connection request.


Options to manage the network

If you have no vendors created yet, the following options are available from the network icon:

  • Access additional network features
  • Add a new vendor
  • Import your vendors


If you do have existing vendors, the following options are available from the network icon:

  • Access additional features

  • Review or Deny received connection requests

    • Up to 5 requests will show up at a time
    • Once a request has been accepted or denied, any additional request will replace it
  • Invite vendors for ePayment that haven't been invited already

    • Up to 5 vendors will show up at a time
    • Invites can be sent to all shown by clicking on Invite All
    • Once a vendor has been invited, any additional uninvited vendors will replace it
  • View possible matches in the network based on your vendor list

  • Connect with vendors you are already paying by check who may be using Bill.com

  • See how your rate of ePayment adoption compares with the top ePayment users in PayMaker

Search

Find any company in the Bill.com network using:

  • Business Name
  • Payment Network ID (PNI)
    • Each account has its own unique Payment Network ID, which can be obtained from the vendor or customer to connect

Connections

Keep track of existing connections all in one place. All connected vendors and/or customers will be listed here.

Invites

Monitor the invitations that have been sent and received. Sort them by status:

  • Any
  • Pending
  • Accepted
  • Declined

My Network Profile

Your Network Profile will be what other users see when searching for your business in the Bill.com Network. Add a logo to make the profile more recognizable:

  1. Log in to PayMaker
  2. Click the network icon
  3. Click the Access additional network features here link
  4. Click My Network Profile
  5. Hover over the hexagon and click Edit logo
  6. Browse for the logo file
  7. Click Upload

Designating a Network Connections Manager

Designate an active user, in any role, to be the Network Connections Manager. We will send all network notifications, like when a business sends an invite to connect with you, to this designated user. This user will also appear in the Managed By field on the company's network profile.

Designate a user as Network Connections Manager

  1. Click Settings
  2. Under Permissions, click Users
  3. Click the name of the user to designate
  4. Next to Connection Manager, click Make Connection Manager

The user list will display the updated Connection Manager designation.

Things to know

  • By default, the Managed By field on your company's network profile is the original Administrator or the earliest Administrator added who is still active (unless and until another user is designated)
  • Only an Administrator or a user in a custom role with the Manage User Permissions can designate a Network Connection Manager
  • Only one user can be the Network Connection Manager at a time

Search for a business in the Bill.com network

Connect to another PayMaker account within our network to pay and get paid via ePayments, faster than paper checks!

Note: If you have a subscription free basic account, you will not be able to search the network. You will need to provide your payment network ID (PNI) to your customer or vendor, and they can connect to you with that. See the article at the bottom of this page for more info.

Search for a business

  1. Log in to PayMaker
  2. Click the network icon
  3. Click Access additional network features here
  4. Enter the search criteria you want to use. You can search for companies using:
    • Business name (Ex: Acme Baking)
    • Business name + ZIP code (This can refine the search results and is helpful if the business name is common. Ex: Acme Baking 94132)
    • Payment Network ID (You will need to obtain this information from your customer/vendor directly)
  5. Click the name of your customer/vendor from the list to visit their network profile page
  6. Click Connect
  7. Select how you plan to do business
    • If they are a new vendor/customer for you, select the new option - we'll automatically add them to your Vendor or Customer list
    • If you already have them in your Vendor/Customer list, select them from the drop-down menu(s)
  8. Click Send When they accept your invitation, you will be connected through the Bill.com Network.

If the vendor already uses an account to get paid via PayMaker, they won't need to accept your invite. The connection will happen automatically and you'll be able to start paying them electronically right away. If a vendor does not have an account yet, you can still send them an invitation to connect!

Things to know

  • Search the Network when adding a new vendor in the Pay a Vendor feature or when creating a new bill
  • Search Stop Words: Stop words are common words or phrases automatically eliminated from searches to help improve search results
    • Our stop words are: LLC, INC, &, and, of, Corp, and Co
  • Search results will display Managed by, so you can trust that you're connecting with the companies you want to connect with

Network vendor and customer recommendations

We have a growing network of companies who use PayMaker to pay their bills and get paid by their customers. It's very likely that many of your business contacts are already in the network. Get connected today!

Get Connected

If we find potential matches for vendors as you add them, we'll display them on your homepage, under the network icon. To connect with one of your recommended connections, click Send invite by each vendor and customer name or Invite all to invite the list in just one click.

You can also search the network for companies to connect with by clicking the Access additional network features here link under the Network icon.


Disconnect a network connection

After connecting with a vendor or customer, you can disconnect from them if you need to. This will change the method of your payments to them to check rather than ePayment or allow you to add their bank account manually.

Disconnect a vendor connection

  1. Log in to PayMaker
  2. Click Vendors in the left navigation pane
  3. Click the vendor name
  4. Click More actions
  5. Click Disconnect
  6. On the confirmation popup, click Disconnect


Disconnect a customer connection

  1. Click Customers in the left navigation menu
  2. Click the customer name to disconnect
  3. Click More actions
  4. Click Disconnect
  5. On the confirmation popup, click Disconnect

Send a note to a customer

PayMaker offers the option to send notes to customers you are connected to via the Bill.com Network, as a general note, or even on a specific invoice.

General note for the customer:

  1. Click Customers in the left navigation menu
  2. Click the customer name
  3. Click Notes
  4. Enter note
  5. Toggle Visible to customer on
  6. Click Save

Note for a specific invoice or credit:

  1. Open the eInvoice or eCredit
  2. Enter message in the Notes section
  3. Toggle Make visible to customer on
  4. Click Save

Notes

  • Status updates (Sent, Accepted, Approved, Payment Processed, Payment Void) will be visible to connected customers on eInvoices and ePayments
  • If you don't select Make visible to customer, notes you add to eInvoices will only be visible to other PayMaker users who work in your account and can view invoices
  • Tag other users on the PayMaker account in notes for easy communication and collaboration! Just type @, followed by their name.
  • If a customer leaves a note, we will notify users with manage invoice permissions via email. Click Reply in the email, and it will open the invoice in PayMaker, so issues can be resolved quickly and easily.
  • The option to make notes visible to customers will not appear on customers not connected through the network

Send a note to a vendor

PayMaker offers the option to send notes to vendors you are connected to via the Bill.com Network, as a general note, or even on a specific bill.

General note for the vendor

  1. Click Vendors in the left navigation menu
  2. Click the vendor's name
  3. Click Notes
  4. Enter the message in the "Start writing your note here" section
  5. Toggle Visible to vendor on
  6. Click Save

Note for a specific bill or credit:

  1. Click Bills in the left navigation menu
  2. Click the Invoice #
  3. Click Add Notes on the top right, above the Bill Summary section
  4. Toggle Visible to vendor on
  5. Click Save

Things to know

  • If you don't select Make visible to vendor, notes you add to bills will only be visible to other PayMaker users who work in your account and can view bill
  • If a vendor leaves a note, we will notify users with manage bills permissions via email. Click Reply in the email, and it will open the bill in PayMaker, so issues can be resolved quickly and easily.
  • You can click reply in the email from the vendor to be taken directly to the note in PayMaker
  • The option to make notes visible to vendors will not appear on vendors not connected through the network