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Managing customer contacts

Bill.com allows additional contacts to be added to a customer record in the case that it's necessary to communicate with, or send invoices to, more than one person under a customer record.

TO ADD A NEW 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 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 your own password
  6. 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

  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

 

 

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