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What if my customers pay through Bill.com?
What if my customers pay through Bill.com?
Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago

For customers that continue to pay through Bill.com, follow this setup to help reroute the payments into Streamlined in order to close an invoice. There are a couple of steps to be taken on both platforms.

In Streamlined:

  1. Create a customer called "Bill.com."

  2. Go to the newly created customer's Details > Payment Methods section. Under Bank Transfer, click on "Assign account" and you'll see a routing number and account number appear. Copy those details.

  3. Create a customer group called "Bill.com Customers" and add Bill.com to it. Also, include the customers that typically pay via bill.com.

In Bill.com:

  1. Add a new bank account. Paste in the account and routing details from Step 2 above.

  2. Make this bank account the default for receiving payments.

Now, all payments from Bill.com will be routed via Streamlined and can be matched to invoices belonging to customers within the Bill.com group.

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