iOS Mobile App for collaborators: Share your profile and manage network connections

With the BILL iOS mobile app, collaborators can share your account profile and get connected with other Cashflow360 accounts in just a few steps! Manage your sent or received connection requests in the mobile app while on the go, so you can schedule payments at your convenience.

Jump to:

• Send a link to your profile
• Receive a link to a profile
• Manage your connection requests

Send a link to your profile

While in the BILL app, on the Overview page, on your vendors list, or customers list:

1. Select + in the top right corner
2. Select Share profile
3. Select an app to share through from the provided list

Your recipient receives a link to your network profile, and they can send a request to connect with you from there.

• Check the Manage your connection requests section on next steps after receiving a connection request
• Check the Receive a link to a profile section for your recipient's steps

Receive a link to a profile

If you receive a link to a Cashflow360 profile:

1. Select the link in the app you received it
2. If prompted, select to continue in the BILL mobile app
3. You'll see the profile of the account who sent you a link, select Connect to send a connection request

Once they accept your connection request, you're ready to send or receive ePayments through the network.

Manage your connection requests

When you login to the BILL app, you'll see Review connection requests in your to do items, if you have pending requests.

1. Select Review connection requests
2. Select a pending request
   3. The type of connection request will show as Receive Payments or Send Payments
3. Select Accept to connect, or Deny to deny the request and not connect

Once you accept the connection request, you're ready to send or receive ePayments through the network.