Adding new vendors

Adding a new ePayment vendor

  1. Click Vendors in the left navigation pane
  2. Click +Vendor
    • Or click Add your first vendor
    • Clicking import your vendors will:
      • Redirect to the sync setup page if an accounting software we integrate was selected for the account
      • Redirect to our Import/Export tool to import the vendor list via .CSV from an accounting software we do not integrate with
  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)
    • If adding account number click Add account number
  4. Select to pay vendor via ePayment

    • If an email address is entered for the vendor, we will automatically send an invitation to the vendor inviting them to create a free Bill.com account to receive ePayments when the vendor is saved
    • Click View and edit email invitation to preview or customize the invitation
    • Click add their bank account yourself if you would like to add their bank account information manually
  5. Enter additional vendor details
  6. Click Add vendor and send invite

Vendor invitations expire after 60 days if not accepted.

Adding a new check vendor

  1. Click Vendors in the left navigation pane
  2. Click +Vendor
  3. Enter vendor name
    • Possible network connections will be presented, if there are no matches proceed with the following steps
    • The maximum number of characters that will print in the payee field of a check is 60
    • If adding account number click Add account number
  4. Select to pay vendor with paper check
    • 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
  5. Enter additional vendor details
  6. Click Save

Things to know

  • The options to select ACH or Check will be hidden if not supported, ie: International vendor
  • 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