Bill.com Online Invoicing (Accounts Receivables)
Frequently Asked Questions

 

How can I get paid? Bank Transfers? PayPal? Credit Card?

Get paid directly from the customer's bank account (Bill.com ePayment), through PayPal, and/or by credit card. If you choose to get paid directly from the customer's bank account, payment will be deposited into your bank account in 2-3 business days (based on your receivables limits), and you pay a low flat fee.

If you choose to get paid through PayPal, payment is instantly available in your PayPal account, and you pay PayPal Standard fees.

If you choose to get paid by credit card, set up a Merchant Services account through our partnership with Vantage Card Services and PayTrace (low rates and a month-to-month agreement).

 

Does Bill.com support recurring invoices and recurring payments?

Yes! Bill.com helps you get paid faster by allowing you to set up recurring invoices and recurring payments. With recurring payments you can enable Bill.com to automatically charge your customer's credit card or pay via Bill.com ePayment (ACH from their bank) when an invoice is sent. You can also allow your customer to authorize automatic payment when an invoice arrives.

 

Does Bill.com support multiple invoice templates?

Yes, create as many invoice templates as you need.

 

Does Bill.com send customer invoices electronically or via mail?

Both! With Bill.com you can choose to have invoices sent to your customers electronically or choose to have us print and mail them on your behalf. Either way it's as easy as a click of a button.

 

Can I import my customers / items into Bill.com from my accounting system?

Yes, if you use QuickBooks Desktop or QuickBooks Online (but we don't support sub-customers).

For other accounting systems, you must manually enter your customers and items into Bill.com (for now). We'll be supporting more accounting systems later in 2011.

 

Can I export my invoices and payments from Bill.com to my accounting system?

Yes, if you use QuickBooks Desktop.

For other accounting systems, you must manually record your payments in your accounting system (for now), or you can contact us to request your payments in a CSV file. We'll be supporting more accounting systems later in 2011.

 

Can I let other people in the company see if customers have paid?

Yes, set up a Role to let others in the company view customers and invoices (Setup tab > Company > Roles > New). Then assign that Role to specific people in the company (Setup tab > Company > Users > New).  So instead of sending out an Accounts Receivable report, just have people log in to see if customers have paid.

 

Can I see the invoice payments entered in QuickBooks?

Yes. All the payments applied to invoices in QuickBooks will be synced in the invoice itself so the amount due in the invoice is always in sync with QuickBooks. However, the payment details (such as payment method and check number) will not be visible in Bill.com: just the payment amount applied to the invoice.

 

Do finances charges created in QuickBooks get synced to Bill.com?

Yes. If you charge customers for being late, QuickBooks creates a separate invoice for the amount of the finance charge. When you sync, Bill.com gets the original invoice and the finance charge invoice.  Both invoices appear on the website where customers log in to pay you.

 

Should I email my invoices from QuickBooks or Bill.com to get paid electronically?

Email your invoices from Bill.com.  Your customers will receive an email with a link to log in and pay their invoices (at the branded website we create for you). If you email the invoices from QuickBooks, your customers won't see a link to your branded website.

 

Can I email an invoice to more than one person, such as a client and their bookkeeper?

Yes. In QuickBooks, enter the second email address in the cc: field for the customer (click Customer Center > Customers & Jobs tab, then double-click the customer name). When you sync, Bill.com gets both email addresses.  When you email an invoice to the customer, we'll send it to both email addresses.

 

What does it mean that Bill.com has completed a SAS70 Type II Audit?

It's an assurance for you to breathe easy. We have been through a widely recognized audit of our control objectives and activities by a leading national CPA firm, and have demonstrated that we provide adequate controls and safeguards for your financial data.

 

Can Bill.com replace Intuit Billing Manager?

Yes! Intuit is discontinuing Intuit Billing Manager on September 30, 2011. They have offered a free year of QuickBooks Online Simple Start as a replacement. QuickBooks Online will let you email invoices, however Bill.com adds important features such as automated customer reminders, ability to share documents with customers, and making it easy for customers to make payments via Bill.com ePayment (Bank ACH), credit card, bank card, and PayPal. And all of the payments are automatically synced with QuickBooks! Want to stay with QuickBooks Desktop? Bill.com gives you all of the features of Intuit Billing Manager and more without having to switch to QuickBooks Online! Learn More about how Bill.com can replace Intuit Billing Manager.

 

Is Bill.com secure?

Yes. We design and maintain security procedures that protect your information both online and offline. We encrypt information that you send us and protect it with 256-bit Secure Socket Layer (SSL) technology – the same standards used by banks. We use firewalls and intrusion-detection devices to prevent unauthorized electronic access to the servers where your information is stored, and we isolate those servers in cages to prevent unauthorized physical access. We have never experienced a security breach and we pledge to you to upkeep the same strict standards at all times.

 

How do I cancel the service?

You can cancel the service at any time. We will be sorry to see you go and welcome your feedback about how to make our service better meet your needs.