How to create a new bill

There are multiple ways to create and save a new bill. Once your bill has been created, you can find it under the Bills tab. You can later pay or edit your bill.

Here are the two ways you can create a new bill.

Create a new bill by entering the bill details manually
Create a new bill by uploading an invoice

In this article, you will learn how to create a new bill.

To make a payment without creating a bill, please see the following guide.

How to create a new bill by entering the bill details manually

You can create a new bill by opening a new payment and manually entering the billing details. To do this, follow the steps below.

1. Select Pay from the left-hand sidebar.

2. Select Pay bills.

3. In the main screen, select the Bills tab.

4. In the Bills tab, you can create a new bill by selecting either Create bill or + New payment. This will lead you to the Bill details screen.

5. Now, you can manually enter the bill details for the payment you want to create.

How to add a vendor

To add a Vendor, start typing the vendor's business name in the search field. As you type, existing vendors will appear in the dropdown list.
- Select the vendor's name from the list to add the vendor to the bill you are creating.
If the vendor’s details have not been added to your My vendor list, type in the Vendor business name and select + Add new vendor to add the vendor to the bill you are creating.

6. Want to add an invoice? Select Upload an invoice file.

We accept PDF, JPEG, JPG, and PNG files up to 10MB
Your uploaded invoice will appear on the left side of the screen.
Need to make changes? Use Replace to upload a different file or Cancel to remove it.

7. Double-check that all the bill details are correct.

8. To save the bill for later- select Save and close to save the bill you have created.

That's it! You've created a new bill and you can return to the dashboard. Your latest bill can now be found under the Bills tab.

9. To continue paying the bill you created, select Continue to pay.

10. Choose how you'd like to pay. You can choose the following payment methods:

ACH bank transfer
- Need to add a new bank account? See the following article.
By card
- Need to add a new card? See the following article.

11. Choose how your vendor receives the payment. We pay vendors for you. Vendors don't need to sign up or pay any fees.

12. Pick a payment date. Select Continue.

13. Add a memo to the payment notification the vendor will receive. This will help the vendor understand the purpose of the payment. Select Continue.

14. Next, review the payment details. You can edit details by selecting Edit on the left of each listed detail.

15. After review, select Confirm and schedule payment.

That's it! Your payment is now scheduled, and you can return to the dashboard.

How to create a new bill by uploading an invoice

You can create a new bill by opening up a new payment and uploading a bill invoice. To do this, follow the steps below.

1. Select Pay from the left-hand sidebar.

2. Select Pay bills.

3. In the main screen, select the Bills tab.

4. In the Bills tab, you can create a new bill using either of these three options:

a) By selecting + New payment.

b) By selecting Create bill

c) By selecting Import bills and then Upload files.

5. In the Bill details window, select Upload an invoice file.

If you select Import bills and then Upload files, you will be prompted to upload a file immediately.

We accept PDF, JPEG, JPG, and PNG files up to 10MB
Your uploaded invoice will appear on the left side of the screen
Need to make changes? Use Replace to upload a different file or Cancel to remove it.

6. Select the invoice from your device. It might take a few minutes for your invoice to upload.

7. Your invoice will now appear alongside your bill details. Please look over the bill details and add or edit any information.