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Table of contents
Adding a client
The console
When you join the BILL Accountant Program, you receive access to the BILL Accountant Console. Within the Console, you can add your Accounts Payable, Accounts Receivable, and Spend & Expense clients.
Once you’ve successfully created your Accountant Console, you can add clients to BILL Spend & Expense by clicking the “Add Client” button within the Console.
Client information
From there, you’ll be prompted to fill out some basic information about the client you wish to add:
- Legal company name
- Company address
- Company phone number
- Company mailing address
From there, you will select the BILL products you wish to help your clients with: Accounts Payable, Accounts Receivable, and/or Spend & Expense.
Note: If you have not yet signed the referral agreement to be a Spend & Expense partner, you will be prompted to do so.
The application
For a client BILL Spend & Expense account, you’ll need to provide the client’s primary contact information as it will appear on the credit application.
Next you will start the credit application. The application can take up to 3 days but can sometimes take only a few hours. During the application process, you’ll be assigned an Application Specialist who will liaise between you/your client and our internal teams. You can read about the types of things the application will require here.
Implementation
Once a client is approved to use BILL Spend & Expense, there are 2 paths for implementing the product.
For clients spending over $25k a month
These clients tend to use more parts of the platform, so your client will be assigned an implementation consultant. Your partner manager will hold a kickoff call with you, your client, and the BILL Spend & Expense implementation team. After the initial kickoff call, you can choose whether or not to attend the rest of the onboarding sessions for your client.
For clients spending less than $25k a month
Your client will be sent curated onboarding resources to guide their setup and will be given full access to our customer support team for answers to their questions and additional support, if needed.
For more in-depth resources on the application process (plus much more), you can visit our help center. If you have questions about this process, please reach out to your account manager.
