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Enter a new Invoice

Enter invoice and email to customer

  1. On the Overview page, click +New invoice Create_Invoice.png
  2. Enter Invoice Details
    • To add tax to a line item check the Tax box
    • Enter a percentage in the Tax field under Subtotal Invoice_details.png
  3. Click Preview & Send Preview___send.png
  4. Toggle Optional - Notify by email to the on position to include additional email addresses or make edits to the email message
    • Check the box next to Send a copy to myself if a copy is needed
    • Customize the email message if applicable Optional_toggled_on.png
  5. Click Submit 
    • If the customer is connected via the Bill.com network, the invoice will be sent straight to their Bill.com account
    • If the customer is not connected via the Bill.com network, the invoice will be sent via email

 

 

 

Enter invoice without sending

  1. On the Overview page, click +New invoice Create_Invoice.png
  2. Enter Invoice Details
    • To add tax to a line item check the Tax box
    • Enter a percentage in the Tax field under Subtotal Invoice_details.png
  3. Click Save & New Save___New.png
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