Add or delete a customer's bank account or credit card

If a customer provides their bank account or credit card information to you, you can manually add it to their Customer record in your Bill.com account to process payments.

You must have manage customer permissions to manage a customers's bank or credit card information.

Jump to:

Add a customer's bank account
Add a customer's credit card
Delete a customer's bank account
Delete a customer's credit card
Things to know

Add a customer's bank account

Select Customers in the navigation menu
Select the customer name
Select More actions
Select Bank Account
Select Add Account
Fill in all required fields
Select Save

Bill.com will initiate test transactions to the bank account, which will arrive within 1-3 banking days after the bank account is entered.

Add a customer's credit card

Before adding a customer credit card, you must set up the ability to accept card payments in your Bill.com account. See the article at the bottom of this page to help set that up.

Select Customers in the navigation menu
Select the customer name
Select More actions
Select Credit cards
Select Add Card
Fill in all required fields
Select Save

Delete a customer's bank account

If bank information was entered incorrectly or needs to be updated, the bank account will need to be added again; a bank account cannot be edited once saved.

Select Customers in the navigation menu
Select the customer name
Select More actions
Select Bank Account
Select the bank account number
Select the trash can icon

Delete a customer's credit card

If credit card information was entered incorrectly or needs to be updated, the credit card will need to be added again; a credit card number cannot be edited once saved.

Select Customers in the navigation menu
Select the customer name
Select More actions
Select Credit cards
Select the credit card number
Select the trash can icon

Things to know

The description line on the test transaction debit and credit will have the company name, followed by Bill.com.
The debit and credit amounts are the same, and less than $1
If either the debit or credit fail, the bank account will automatically be inactivated.
Because all bank information is encrypted once entered into Bill.com, we don't have the ability to download or export customer bank information.