AP setup reference guide: The payer role

BILL AP/AR offers roles that allow various levels of accessibility and control. This means authorized individuals for your firm and clients can participate without having access to bank accounts or accounting system functions. The payer role is able to pay bills only.

Paying bills

To do list

When you log in, your to do list will show bills in the system ready to be paid. Click the link in the to do list to pay the bills.

Documents can be:

1. Emailed to the BILL inbox email address.
2. Submitted via mobile app.
3. Uploaded into BILL manually.

Scheduling bill payments

1. Click on Bills from the left navigation.
2. From the list, select the bills you want to pay.
3. Review each Process Date, Payment Type, Estimated Arrival Date, Payment Amount, and Pay From Account. The Process Date is when BILL withdraws money from the bank account to pay your bills. The Due Date is when your vendor expects payment. By default, BILL calculates a lead time of six (6) business days between a bill’s process date and due date.
4. Review each Estimated Arrival date to make sure payments will reach your vendors by the due date.
5. Click “Review and Pay”.
6. Review payment information, then click Submit Payments.

Reviewing and paying bills with your mobile device

Mobile apps for Apple and Android devices

1. Download the BILL AP/AR app in the app store.
2. Log in.
3. On your Dashboard, you’ll see Pay “x amount” of bills under to do items.
4. Select the link on the to do list to see the bills to pay.

Paying bills

1. Select a bill from the list.
2. Review the bill.
3. Click “Review & Pay.”
4. Here, you can change Amount to Pay, Bank Account, and Process Date.
5. Then select Submit Payment.
6. Confirm payment details and select Pay.

Paying bills in bulk

1. Choose the bills to pay.
2. Select Continue to Pay.
3. Review payment details.
4. Here, you can edit Bank Account and Process Date.
5. Select Submit Payment.

Setting your personal email notification preferences

You can choose how often you would like to receive email reminders and alerts.

1. Select Settings.
2. Select Email Preferences.
3. Update the settings based on your preferences.
4. Save your changes.

If you have additional questions, please visit our Help Center or contact your BILL account manager.