Add, edit, delete or restore vendors

To add, edit, delete or restore a vendor, your role must include the permission to Manage Vendors.

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Add a new ePayment vendor

  1. Click Vendors in the left navigation menu
  2. Click Add Vendor
    • Or click Add your first vendor
    • Clicking import your vendors will:
      • Redirect to the sync setup page if an accounting software we integrate with was selected for the account
      • Redirect to our Import/Export tool to import the vendor list via .CSV if an accounting software we do not integrate with was selected for the account
  3. Enter vendor name
    • Possible network connections will be presented, if there are no matches proceed with the following steps, or attempt Advanced Search (detailed article linked below)
  4. If no matches are found in the Network, enter in the vendor's email address, physical address, and select your Vendor's bank location
    • Vendor bank location field will default to the same country selected in the vendor's address
    • This field must be set to United States to send ePayments
    • Note: vendor bank location field will not appear on vendors connected through the Network
  5. Select to pay vendor via ePayment in one of two ways:
    • ePayments - I want to invite my vendor to manage their own free Bill.com account (recommended)
      • Click View and edit email invitation to preview or customize the invitation
    • ePayments - I have my vendor's bank account info and I'll manage it myself for now
      • you can still send an invite for the vendor to manage the information themselves in the future by selecting Invite my vendor to join Bill.com and manage their own bank info
      • Enter the vendor's bank info
  6. Enter additional vendor details
  7. Click Add vendor and send invite

Vendor invitations expire after 60 days if not accepted.


Add a new check vendor

  1. Click Vendors in the left navigation menu
  2. Click Add Vendor
    • Or click Add your first vendor
    • Clicking import your vendors will:
      • Redirect to the sync setup page if an accounting software we integrate with was selected for the account
      • Redirect to our Import/Export tool to import the vendor list via .CSV if an accounting software we do not integrate with was selected for the account
  3. Enter vendor name
    • Possible network connections will be presented, if there are no matches proceed with the following steps, or attempt Advanced Search (detailed article linked below)
    • Note: connecting to a vendor within the Network will change the payment method to ePayments automatically if the connected vendor has a valid bank account. This is the recommended method of payment, but you can disregard the Network matches and continue adding as paper check vendor if you'd like
    • The maximum number of characters that will print in the payee field of a check is 60
  4. If no matches are found in the Network, enter in the vendor's email address, physical address, and select your Vendor's bank location
    • Vendor bank location field will default to the same country selected in the vendor's address
    • This field must be set to United States to send paper checks. Paper checks are not available non-US vendors
    • Note: vendor bank location field will not appear on vendors connected through the Network
  5. Select Pay this vendor with checks sent in the mail
    • If an email address is entered for the vendor, check the Invite vendor to fill out vendor profile box to send an invitation to the vendor after they are saved, inviting them to create a free Bill.com account to receive ePayments
  6. Enter Payment Information
    • Pay to name is the name we will use as the payee on the check
    • Payment Notification Email is the email address we will use to let the vendor know when a payment is on the way
  7. Enter additional vendor details
  8. Click Save

Edit an existing vendor

  1. Click Vendors in the left navigation menu
  2. Click the vendor name you would like to edit
  3. Click Edit, or click More actions and Edit Vendor
  4. Edit the vendor's information
  5. Click Save

Delete (Inactivate) a vendor

  1. Click Vendors in the left navigation menu
  2. Click on the Vendor's name to delete
  3. Click More actions next to the vendor's name
  4. Click Delete vendor
  5. Click Confirm

For auditing purposes, inactivated vendors cannot be completely removed from your account, but you cannot pay an inactivated vendor.


Restore a deleted (inactivated) vendor

  1. Click Vendors in the left navigation menu
  2. Click the more options dots ⋮
  3. Click Show inactive
  4. Click the name of the Inactive Vendor
  5. Click Undelete

Things to know

  • Per federal regulations, a full address will be required to be added to a vendor record before a payment can be made to that vendor
  • The maximum number of characters that will print in the payee field of a check is 60