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Managing customer contacts

Bill.com allows contacts to be added to a customer record to send invoices and notifications to multiple emails, and grant access to the customer portal.

To add a new contact

  1. Under the Receivables tab, select Customers
  2. Search and select the customer you wish to add a contact to
  3. Hover over Customer Details and select Contacts
  4. Click the New Contact button
  5. Fill out the required fields and password options
    • Generate the temporary password automatically (check box)
    • Uncheck the box if you'd like to create a password for the contact
  6. Click Save

To update a contact

  1. Under the Receivables tab, select Customers
  2. Select the customer you wish to edit
  3. Hover over Customer Details and select Contacts
  4. Click on the name of the contact you'd like to update
  5. Click on the Edit icon
  6. Update any customer contact details
  7. Click Save

To delete a contact

  1. Under the Receivables tab, select Customers
  2. Select the customer you wish to add a contact to
  3. Hover over Customer Details and select Contacts
  4. Click on the name of the contact you'd like to remove
  5. Click on the trash can icon

To undelete a contact

  1. Under the Receivables tab, select Customers
  2. Select the customer you wish to add a contact to
  3. Hover over Customer Details and select Contacts
  4. Check the box for Show Inactive Contacts
  5. Click on the name of the contact you'd like to undelete
  6. Click on the open trash can icon

To reset a contact's password for the customer portal

  1. Under the Receivables tab, select Customers
  2. Select the customer that bears the contact who needs a reset
  3. Hover over Customer Details and select Contacts
  4. Click on the name of the contact you'd like to reset
  5. Click on the key icon, at the top-right of the contact's details
  6. Keep the Generate Automatically box checked to have Bill.com choose a random Password, or un-check it to manually assign a password
  7. Click the blue Change button to issue the password via email to the contact

Things to know

If a contact has the same email address added to multiple customer records, updates to the contact will update all records associated with that email. 

 

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