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 via US mail after you have 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

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