Receivables
Setup / Preferences
- Creating items for Receivables (manual)
- Invoice a client who is already using Bill.com
- Remove branded website from invoices
- Receivables - Customer Portal
- Create a new invoice template
- Setting up Auto Charge
Getting Paid
- Accessing your 1099 tax form
- What customer sees when charged for a payment
- Charging a customer
- Portal accounts: what the customer sees
- Invite Receivables customers to pay using Bill.com
- Auto Pay - Overdue invoices
Customer Management
- Disconnect Customer
- Adding a customer bank account
- Managing customer contacts and passwords
- Create a New Customer
- Reactivate (undelete) a deleted Customer
- Sending a note to a customer
Invoice Management
- Invoice Number Auto Sequencing
- Emailing Invoices
- Download, print or email an invoice
- Auto Charge - Individual invoices
- Attaching a document to an outgoing invoice
- Auto Reminders
Payment Management
- Applying invoice payments from the Inbox
- Reapply or Unapply customer credits
- Credit Memos
- Deactivate / reactivate credit memos
- Apply Credit Memos
- Receivables: Recording Offline Payments