Set up and manage the network

The BILL network is a great addition to the wide array of tools available in Cashflow360. Use the network to invite and connect with other Cashflow360 users so you can send and receive eBills and eInvoices, send notes to customers and vendors right inside Cashflow360, and make or receive payments faster via ePayments instead of paper checks.

Jump to

• Network icon
• Designate a Network Connections Manager
• Search for a business in the BILL network
• Network vendor and customer recommendations
• Disconnect a network connection
• Send a note to a customer
• Send a note to a vendor

Network icon

The network icon makes it easier to review network options without navigating away from the current page.

A dot will display over the network icon if you have a pending connection request.

Options to manage the network

If you have no vendors created yet, the following options are available from the network icon:

• Access additional network features
• Add a new vendor
• Import your vendors
  
  

If you do have existing vendors, the following options are available from the network icon:

• Access additional features
• Review or Deny received connection requests
  • Up to 5 requests will show up at a time
  • Once a request has been accepted or denied, any additional requests will replace it
• Invite vendors for ePayment that haven't been invited already
  • Up to 5 vendors will show up at a time
  • You can send invites to all shown by selecting Invite All
  • Once a vendor has been invited, any additional uninvited vendors will replace it
• View possible matches in the network based on your vendor list
• Connect with vendors you're already paying by check who may be using BILL
• See how your rate of ePayment adoption compares with the top ePayment users in Cashflow360
  

Search

Find any company in the BILL network using:

• Business Name
• Payment Network ID (PNI)
  • Each account has its own unique Payment Network ID, which can be obtained from the vendor or customer to connect
    

Connections

Keep track of existing connections all in one place. All connected vendors and/or customers will be listed here.

Invites

Monitor the invitations that have been sent and received. Sort them by status:

• Any
• Pending
• Accepted
• Declined
  

My Network Profile

Your Network Profile will be what other users see when searching for your business in the BILL Network. Add a logo to make the profile more recognizable:

1. Log in to Cashflow360
2. Select Network
3. Select Access additional network features here
4. Select My Network Profile
5. Hover over the hexagon and select Edit logo
6. Browse for the logo file
7. Select Upload

Designate a Network Connections Manager

Designate an active user in any role to be the Network Connections Manager. We'll send all network notifications, like when a business sends an invite to connect with you, to this designated user. This user will also appear in the Managed By field on the company's network profile.

Designate a user as Network Connections Manager

1. Select Settings
2. Select Users under Permissions
3. Select the name of the user to designate
4. Next to Connection Manager, select Make Connection Manager
   

The user list will display the updated Connection Manager designation.

Things to know

• By default, the Managed By field on your company's network profile is the original Administrator or the earliest Administrator added, who is still active (unless and until another user is designated)
• Only an Administrator or a user in a custom role with the Manage User Permissions can designate a Network Connection Manager
• Only one user can be the Network Connection Manager at a time

Search for a business in the BILL network

Connect to another Cashflow360 account within our network to pay and get paid via ePayments, faster than paper checks!

Note: If you have a subscription-free basic account, you won't be able to search the network. You'll need to provide your payment network ID (PNI) to your customer or vendor, and they can connect to you with that. See the article at the bottom of this page for more info.

Search for a business

1. Log in to Cashflow360
2. Select Network
3. Select Access additional network features here
4. Enter the search criteria you want to use. You can search for companies using:
   • Business name (Ex: Acme Baking)
   • Business name + ZIP code (This can refine the search results and is helpful if the business name is common. Ex: Acme Baking 94132)
   • Payment Network ID (You'll need to obtain this information from your customer/vendor directly)
5. Select the name of your customer/vendor from the list to visit their network profile page
6. Select Connect
7. Select how you plan to do business
   • If they are a new vendor/customer for you, select the new option - we'll automatically add them to your Vendor or Customer list
   • If you already have them in your Vendor/Customer list, select them from the dropdown menu(s)
8. Select Send When they accept your invitation, you'll be connected through the BILL Network.

If the vendor already uses an account to get paid via Cashflow360, they won't need to accept your invite. The connection will happen automatically and you'll be able to start paying them electronically right away. If a vendor doesn't have an account yet, you can still send them an invitation to connect!

Things to know

• Search the Network when adding a new vendor in the Pay a Vendor feature or when creating a new bill
• Search Stop Words: Stop words are common words or phrases automatically removed from searches to help improve search results
  • Our stop words are: LLC, INC, &, and, of, Corp, and Co
• Search results will display Managed by, so you can trust that you're connecting with the companies you want to connect with

Network vendor and customer recommendations

We have a growing network of companies who use Cashflow360 to pay their bills and get paid by their customers. It's very likely that many of your business contacts are already in the network. Get connected today!

Get Connected

If we find potential matches for vendors as you add them, we'll display them on your homepage, under Network. To connect with one of your recommended connections, select Send invite by each vendor and customer name or Invite all to invite the whole list at once.

You can also search the network for companies to connect with by selecting Access additional network features here under Network.

Disconnect a network connection

After connecting with a vendor or customer, you can disconnect from them if you need to. This will change the method of your payments to them to check rather than ePayment or allow you to add their bank account manually.

Tip: If there are pending or scheduled payments for a vendor or customer, you won't be able to disconnect from the vendor or customer. The payments must clear, or you can cancel or void the payments if available.

Disconnect a vendor connection

1. Log in to Cashflow360
2. Select Vendors in the navigation menu
3. Select the vendor name
4. Select More actions
5. Select Disconnect
6. On the confirmation popup, select Disconnect

Disconnect a customer connection

1. Select Customers in the navigation menu
2. Select the customer name to disconnect
3. Select More actions
4. Select Disconnect
5. On the confirmation popup, select Disconnect

Send a note to a customer

Cashflow360 offers the option to send notes to customers you're connected to via the BILL Network, as a general note, or even on a specific invoice.

General note for the customer:

1. Select Customers in the navigation menu
2. Select the customer name
3. Select Notes
4. Enter note
5. Toggle Visible to customer on
6. Select Save
   

Note for a specific invoice or credit:

1. Open the eInvoice or eCredit
2. Enter message in the Notes section
3. Toggle Make visible to customer on
4. Select Save
   

Notes

• Status updates (Sent, Accepted, Approved, Payment Processed, Payment Void) will be visible to connected customers on eInvoices and ePayments
• If you don't select Make visible to customer, notes you add to eInvoices will only be visible to other Cashflow360 users who work in your account and can view invoices
• Tag other users on the Cashflow360 account in notes for easy communication and collaboration! Just type @, followed by their name.
• If a customer leaves a note, we'll let users with manage invoice permissions know via email. Select Reply in the email, and it'll open the invoice in Cashflow360, so issues can be resolved quickly and easily.
• The option to make notes visible to customers won't appear on customers not connected through the network

Send a note to a vendor

Cashflow360 offers the option to send notes to vendors you're connected to via the BILL Network as a general note, or even on a specific bill.

General note for the vendor

1. Select Vendors in the navigation menu
2. Select the vendor's name
3. Select Notes
4. Enter the message in the "Start writing your note here" section
5. Toggle Visible to vendor on
6. Select Save
   

Note for a specific bill or credit:

1. Select Bills in the navigation menu
2. Select the Invoice #
3. Select Add Notes on the top right, above the Bill Summary section
4. Toggle Visible to vendor on
5. Select Save
   

Things to know

• If you don't select Make visible to vendor, notes you add to bills will only be visible to other Cashflow360 users who work in your account and can view bill
• If a vendor leaves a note, we'll let users with manage bills permissions know via email. Select Reply in the email, and it'll open the bill in Cashflow360, so issues can be resolved quickly and easily.
• You can select reply in the email from the vendor to be taken directly to the note in Cashflow360
• The option to make notes visible to vendors won't appear on vendors not connected through the network