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Applying invoice payments from the Inbox

In most cases, ePayment received is automatically applied to an eInvoice and the eInvoice is closed. In some instances, the payment will show up in the receiving company's Bill.com Inbox and the payment will need to be manually processed.

Exception instances

Overpayment

  • Either the Paying company edits the amount of the eBill to more than the original amount, or the Receiving company edits the amount of the eInvoice to less than the original amount. When the eBill is paid, the payment is more than the original or edited amount.

Double Payment

  • The eInvoice is marked as Paid, but the Vendor pays the eBill, resulting in a double payment on the Receivables side.

ePayment Without an eBill

  • The Receivables company sends a PDF or paper bill, the Payables company processes it in Bill.com like a regular bill. The bill was never sent as an einvoice/ebill. Since the two companies are linked, when the Payables company pays the bill, the payment will be sent as an ePayment.

ePayment with Vendor Credits Applied

  • Receivables company sends an eInvoice to the Payables company. Payables company applies a Vendor Credit before paying the bill.

Applying payment

There are multiple options when processing payments from the Inbox.

payment_application.png

Create an Invoice

Create an invoice to apply the payment to.

  1. Click Apply Invoice Payment
  2. Add invoice details
  3. Click Save
  4. Click Submit
  5. Click Done

Submit

Accept the payment without applying it to an invoice.

  1. Click Apply Invoice Payment
  2. Click Submit
  3. Click Done

Delete

Delete the payment if you have already recorded a manual payment to the invoice or it is a double payment.

  1. Click Apply Invoice Payment
  2. Click Delete

 

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