Adding new vendors

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Add a new ePayment vendor

  1. Select Vendors in the navigation menu
  2. Select Add Vendor
    • Or select Add your first vendor
    • Selecting import your vendors will:
      • Redirect to the sync setup page if an accounting software we integrate was selected for the account
      • Redirect to our Import/Export tool to import the vendor list via .CSV from an accounting software we do not integrate with
  3. Enter vendor name
    • Possible network connections will be presented; if there are no matches proceed with the following steps, or attempt Advanced Search
      1. Select Advanced Search and search by company name, email address, and/or zip code
        • If there are no results for all search terms, search will return results based only on company name
      2. If you see a match with your vendor, select Request to ePay
        • If there are no results, continue with the following steps to add the vendor manually
  4. Select to pay vendor via ePayment
    View and edit email invite
    • If an email address is entered for the vendor, we will automatically send an invitation to the vendor inviting them to create a free BILL account to receive ePayments when the vendor is saved
    • Select View and edit email invitation to preview or customize the invitation
    • Select add their bank account yourself if you would like to add their bank account information manually
  5. Enter Payment Information
    • Pay to name is the name we will use as the payee on the check
    • Payment Notification Email is the email address we will use to let the vendor know when a payment is on the way
  6. Enter additional vendor details
  7. Select Add vendor and send invite

Vendor invitations expire after 60 days if not accepted.

Add a new Virtual Card vendor

  1. Select Vendors in the navigation menu
  2. Select Add Vendor
  3. Enter vendor name
  4. Under Virtual Card Payment Option, toggle Virtual Card enabled to on
  5. Enter the Remittance email - when you pay by Virtual Card we‘ll send your vendor a Virtual Card number to this email address. Always be sure to double check your remittance email to ensure you‘re sending payment to the right place
  6. Select Make this my vendor‘s default payment method if you want Virtual Cards to be the default for this vendor
  7. Select an Alternate Payment Method
  8. Enter additional vendor details
  9. Select Save

Add a new check vendor

  1. Select Vendors in the navigation menu
  2. Select Add Vendor
  3. Enter vendor name
    • Possible network connections will be presented; if there are no matches proceed with the following steps
  4. Select to pay vendor with paper check
    add check vendor
    • If an email address is entered for the vendor, check the Invite vendor to fill out vendor profile box to send an invitation to the vendor after they are saved, inviting them to create a free BILL account to receive ePayments
  5. Enter Payment Information
    • Pay to name is the name we will use as the payee on the check
    • Payment Notification Email is the email address we will use to let the vendor know when a payment is on the way
  6. Enter additional vendor details
  7. Select Save

Things to know

  • The options to select ePayment or check will be hidden if not supported, ie: international vendor
  • Per federal regulations, a full address will be required to be added to a vendor record before a payment can be made to that vendor
  • The maximum number of characters that will print in the pay to/ payee field of a check is 60

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