Create and send a customer invoice

Creating a new invoice is fast and easy with Bill.com. Send customers electronic invoices and get access to recurring invoices, automatic payment reminders, automatic overdue notices, electronic payments through ACH, and more.

Note: For security reasons, you can only send invoices after you've added an active bank account. If you try to send an invoice via US mail before you add a bank, you'll see an error message and the invoice won't send.

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Create invoice and email or mail to customer

  1. Select Invoices in the navigation menu
  2. Select Create Invoice
  3. Enter Invoice Details
    • Account, Department, Location and Class (if enabled) will carry over to additional line items but are editable
    • To tax a line item check the Tax box
    • Tax field: Select an existing tax item or select Add new tax to add a new tax item
    • Credits: credit memo and/or unapplied payment balances will appear here; enter an amount if you want to apply any available credit to the new invoice. The balance will auto-calculate.
    • Use basic math operators (+, -, *, /) when entering numbers in amount or quantity fields. The system will do the math for you.
    • Add attachments if necessary
  4. Select to Send via email or US mail
  5. Auto Charge: if the customer is setup on auto charge, you can opt to exclude single invoices from Auto Charge. Uncheck the box to remove the invoice from Auto Charge.
  6. Select Preview & Send
    • Enter email addresses to send the invoice to, as applicable. We pre-populate the email on the customer's record.
      • Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist
    • Customize the email message if applicable
  7. Select Send
    • If the customer is connected via the Bill.com network, the invoice will be sent straight to their Bill.com account
    • If the customer isn't connected via the Bill.com network, the invoice will be sent via email or US mail as selected

Create invoice and schedule to email or mail via US mail later

  1. Select Invoices in the navigation menu
  2. Select Create Invoice
  3. Enter Invoice Details
    • Account, Department, Location and Class (if enabled) will carry over to additional line items but are editable
    • To tax a line item check the Tax box
    • Tax field: Select an existing tax item or select Add new tax to add a new tax item
    • Credits: credit memo and/or unapplied payment balances will appear here; enter an amount if you want
    • Use basic math operators (+, -, *, /) when entering numbers in amount or quantity fields. The system will do the math for you.
    • Add attachments if necessary
  4. Auto Charge: if the customer is setup on auto charge, you can opt to exclude single invoices from Auto Charge. Uncheck the box to remove the invoice from Auto Charge.
  5. Select to Send via email or US mail later
  6. Select Save

Create invoice without sending

  1. Select Invoices in the navigation menu
  2. Select Create Invoice
  3. Enter Invoice Details
    • Account, Department, Location and Class (if enabled) will carry over to additional line item but are editable
    • To tax a line item check the Tax box
    • Tax field: Select an existing tax item or select Add new tax to add a new tax item
    • Credits: credit memo and/or unapplied payment balances will appear here; enter an amount if you want
    • Use basic math operators (+, -, *, /) when entering numbers in amount or quantity fields. The system will do the math for you.
    • Add attachments if necessary
  4. Auto Charge: if the customer is setup on auto charge, you can opt to exclude single invoices from Auto Charge. Uncheck the box to remove the invoice from Auto Charge.
  5. Uncheck email and US mail under Send Via
  6. Select Save or Save and new to create additional invoices

Send a single saved draft invoice

A draft invoice is an invoice that has never been sent.

  1. Select Send invoices
  2. Select the invoice number to send
  3. Select Send invoice
    • Enter email addresses to send the invoice to, as applicable
    • Customize the email message if applicable
      1. Select Edit in the Email body
      2. Make any edits
        • Customize your email with tokens - tokens are placeholders that let us know what information to include in an email. We'll replace these tokens with the right information each time you send an invoice
      3. Select Save
  4. Select Send
    • If the customer is connected via the network, the invoice will be sent straight to their account and appear in their To-Do List
    • If the customer isn't connected via the network, the invoice will be sent via email

Send saved draft invoices in bulk

A draft invoice is an invoice that has never been sent.

  1. Select Send invoices
  2. Check the boxes next to the invoices to send
  3. Select Send invoices
  4. Select Edit for each invoice if needing to add emails to the CC field
  5. Select Remove if an invoice doesn't need to be sent after all
  6. Select Review & Send
    • Customize the email message if applicable
      1. Select Edit in the Email body
      2. Make any edits
        • Customize your email with tokens - tokens are placeholders that let us know what information to include in an email. We'll replace these tokens with the right information each time you send an invoice
      3. Select Save
  7. Select Send Invoices

Things to know

  • We can only mail invoices within the United States
  • We send 1 separate email to each address in the To field, any addresses in the CC field will be copied on the email with the main customer contact email.
  • Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist
  • Invoices sent in bulk to a single customer will be issued/delivered separately.