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Managing documents - creating and adding to existing

Bill.com provides the option to attach documents to an Account, Company, Customer, Invoice, Payment Received or Vendor.

How to associate the document

There are two ways to associate a document with a specific Account, Customer, Invoice, Bill, Payment Received or Vendor. You may also associate a document simply to the Company (see Documents tab). If the document is already in your Bill.com Inbox, follow these steps:

  1. In Bill.com, click the Inbox tab
  2. Locate the document in question, and select where the document should be applied from the "Document for" drop-down menu.
  3. Select which Account, Company, Customer, Invoice, Payment Received or Vendor the document should be attached to, review and/or enter a new Doc Name. You can also add a description, and/or put it in a Folder.
  4. Click Save. If there are several documents to process in the Inbox , save time by using the multi-function Save button - click the down arrow, and then click "Save and Next Item". The document that was just processed will be saved, and you will be presented with the next document from your Inbox to process, without any extra steps.

If the document is not already in your Inbox, you can upload it to your Inbox and follow the steps above, or you can attach it directly to your Account, Customer, Invoice, Payment Received or Vendor without using the Inbox by following these steps:

  1. Select the object you with to attach the document to:
    • Account: Gear icon > Settings > Accounting section: Chart of Accounts > Select account >Hover over Details and select Documents
    • Customer: Click Receivables > Customers, then click the Customer's name
    • Invoice: Click Receivables > Invoices > Select invoice > Hover over Invoice Actions in the Summary and select Attach a doc (Skip Step 2)
    • Payment Received: Click Received > Payments > Select payment > Hover over Details and select Documents
    • Vendors: Click Payables > Vendors, then click the Vendor's name
  2. Click "Attach a Document" in the Documents section, towards the bottom of the page
  3. Click "Choose File" to upload a file directly from your computer, and give it a name. You can also add a description and/or put it in a folder

Adding a document to an existing document

You may append a document to an existing Vendor or Company document from the Inbox.

  1. In Bill.com, click the Inbox tab
  2. Locate the document to be added to an existing document, and under "ADD TO EXISTING" select Vendor Doc or Company Doc
  3. Search for the document by name or just click the "Search" button if unsure of the name
  4. Select which document to add to
  5. Click Save

Things to know

  • A document can only be associated with one Account, Company, Customer, Invoice, Payment Received or Vendor. If you have a document that needs to be associated in multiple places, it will need to be uploaded separately for each location.
  • When adding a document file to an existing document, we only support the appending of emails, .txt files and .pdf files to existing PDF documents. It is not possible to append these file types to anything other than a PDF (i.e. .txt to .txt).
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