Managing bills and payments could be one of the challenging parts of running a company – but it is also one of the most important.  

As businesses grow, so does the complexity of managing financial workflows. Organizations have shifted from manual processes to automated ones and that’s where the need for accounting software comes in.  

In this regard, Bill.com simplifies and automates how businesses handle invoicing, approvals, and payments. The software helps companies save time, reduce errors, and stay organized.  

Read this blog to find out how you can get started with Bill.com and utilize it to its full potential.  

What Is Bill.com?

BILL (formerly Bill.com) is cloud-based financial software that simplifies, digitizes, and automates back-office processes for small and mid-sized businesses. It streamlines accounts payable (AP) and receivable (AR) processes while also allowing businesses to manage invoices and payments digitally.  

Getting Started With Bill.com

Sign Up And Set Up Your Account 

  • Visit Bill.com and sign up by clicking on ‘Getting Started’
  • Select whether you want to create an individual or business account
  • Enter your contact information, set up credentials, and agree to the terms of service
  • Choose your desired subscription plan based on transaction volume and additional users’ count
  • To enable sending and receiving payments, link your business bank account with the software

Customize Your Workflow 

  • Set up your company profile along with users and payment preferences 
  • Assign ‘Roles’ based on what each user will be doing in the account 
  • Upload your company logo 

Customize Your Customer Portal URL 

  • Create a branded web address 
  • Allow clients to use this portal to view and pay invoices 

Choose How You Want To Get Paid 

Select how customers can pay you. The payment methods include:  

  • ePayments (ACH) 
  • Credit Card 

Final Thoughts – How To Use Bill.com

Learning how to use Bill.com effectively can bring order and accuracy to your business’s finances. By setting up and customizing your account, you can create a streamlined professional system to handle payments and invoices with ease.  

Bill.com gives companies the tool needed to simplify financial operations and stay organized. You can use the official help center as your starting point to familiarize yourself with the