Client resources

BILL payments can only be voided via desktop website and not within the mobile app. Your role within BILL must have “Pay permissions” and you must be a verified user on the bank account that was originally used to make the payment.

Step-by-step process:

1. Select “Payments Out” in the BILL navigation menu
2. Select “Void” within the “Actions” column (if this option is unavailable, the payment has been cleared or you do not have “Pay permissions” access)
3. Select “Remit” or “Reissue” depending on whether you want the funds returned to the original bank account or whether you want to create a new payment using the same funds sent to the vendor with updated vendor details
4. Enter a reason for the void and submit

Payments can be expedited to overnight, 2-day, or 3-day delivery. The deadline for expediting a payment is 12 P.M. PT/3 P.M. ET to be processed on the next business day which means that an overnight delivery request submitted on Friday can only be delivered on Monday.

Step-by-step process for expediting one BILL payment with a vendor:

1. Select “Bills” in the navigation menu
2. Check the bill that you wish to pay
3. Select “Review & pay”
4. Select an expedited payment option under “Payment Delivery”
5. Select “Pay”

For more information, visit: https://help.bill.com/direct/s/article/115005467886

If you have paid a bill via check or credit card outside of BILL, you can mark the bill as already paid. This offline payment will sync to your QuickBooks file to mark the same bill paid in your accounting software, and will not send a live payment to your vendor.

Step-by-step process to mark a bill as paid outside of BILL:

In order to add a vendor, your role in BILL must include permission to manage vendors. The following instructions apply to vendors with a United States bank location. Paper checks are not available for non-US vendors. Per federal regulations, the vendor’s email address and full bank address will be required to make any payments.

Step-by-step process to add a new ePayment vendor: 

1. Select “Vendors” in the navigation menu
2. Select “Add Vendor”
3. Enter the vendor name. BILL will display possible network connections that match what you have entered. Once you have located your desired vendor, select “Request to ePay”.
4. If there are no matches, attempt “Advanced Search” in which you can search by company name, email address, and/or zipcode until BILL locates your vendor.
5. If BILL is still unable to find your vendor in the network, manually enter your vendor by providing their email address, physical address, and the vendor’s bank location (note: vendor bank location will not appear on vendors connected through the network). 
6. Next, you can pay the vendor via ePayment in one of two ways:
   1. ePayments – I want to invite my vendor to manage their own free BILL account (recommended option): using this option, simply select “View and edit email invitation” to preview or customize your invitation to BILL.
   2. ePayments – I have my vendor’s bank account information and I will manage it myself for now: using this option, you can enter the vendor’s bank information yourself or 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 and manage their own bank info”.
7. Then, you will enter payment information. “Pay to name” is the name that BILL will use as the payee on the check. “Payment Notification Email” is the email address that BILL will use to let the vendor know that the payment is on the way.
8. Enter any additional vendor details
9. Select “Add vendor and send invite” (invites expire after 60 days if not accepted)

Step-by-step process to add a new check vendor: 

1. Select “Vendors” in the navigation menu
2. Select “Add Vendor” or “Add your first vendor”
3. Enter the vendor name. BILL will display possible network connections that match what you have entered. Once you have located your desired vendor, select “Request to ePay”.
4. If there are no matches, attempt “Advanced Search” in which you can search by company name, email address, and/or zipcode until BILL locates your vendor.
5. If BILL is still unable to find your vendor in the network, manually enter your vendor by providing their email address, physical address, and the vendor’s bank location (note: vendor bank location will not appear on vendors connected through the network). 
6. Select “Pay this vendor with checks sent in the mail”
7. Then, you will enter payment information. “Pay to name” is the name that BILL will use as the payee on the check. “Payment Notification Email” is the email address that BILL will use to let the vendor know that the payment is on the way.
8. Enter any additional vendor details
9. Select “Save”

The BILL money out clearing account should be checked monthly to ensure that it carries a zero balance. Typically, if there is a balance in the money out clearing account, the cause is a voided payment in BILL that did not sync to Quickbooks. The first step is to review the money out clearing account detail in QuickBooks to determine what date the issue occurred. Once the date is determined, navigate to “Reports” in BILL and run the Fund Transfer Detail for BILL payments report for the date that the issue occurred. Locate the payment that was voided in BILL in QuickBooks and manually void the payment.