How do I manage my bills from the Bluevine dashboard?

You can add bills, view scheduled or paid bills, and connect to QuickBooks Online¹ through the Bills tab of your Bluevine Dashboard². To access the Bills tab, click Bills located on the left-hand side of your Dashboard.

Unpaid Tab

The Unpaid tab will show all your unpaid and scheduled bills. On this screen, you can easily view the due date, payee name, number, and the amount of your bills.

Depending on the status of the bill, you can perform the following actions by clicking the vertical three dots icon next to the bill.

• If the bill is unpaid, you can send the payment associated with the bill, or view, edit, and delete the bill.
• If the bill is scheduled and not yet paid, you can view, edit, or delete the bill.

You can also choose to send a payment associated with the bill, View, Edit, or Delete the bill by clicking the vertical three dots icon next to an existing bill.

You can also delete a payment through the Payments section of your Bluevine Dashboard by following these steps:

1. Go to the Payments dashboard from the navigation bar on the left side of your screen.
2. Click the vertical three dots icon next to the Payment you want to delete.
3. Confirm that “This payment will be deleted, and the associated bill will be moved back to Unpaid” and click Delete.

Paid Tab

This screen will show any bills that have been paid. You can see the due date, payee name, bill number, payment method, and amount. You can view more details about your paid bills by clicking the dots icon next to an existing bill.

Connect to QuickBooks Online

If you want to sync your QuickBooks Online account to your Bluevine Bills tab, click Connect to QuickBooks. We have additional support articles about connecting to QuickBooks Online and what syncs between QuickBooks and Bluevine.

Adding a Bill to an Existing Payee

To add a Bill, follow these steps:

1. Navigate to Bills in your Bluevine Dashboard.
2. Select Add bill.
   
3. Click onto the Search Bar to find the payee you would like to add a bill for
   • You can also add a new payee manually from here
   • For more information on adding a payee, check out our adding a payee support article
4. Fill in the fields that apply to the bill you are adding.
   • You can upload a supporting document regarding the bill by dragging and dropping the file from your computer into the left-hand side or by clicking the Browse your computer option to manually upload the file.
5. Click Save to add the bill to your Unpaid tab for later payment, or click Save & Send Payment to go through the payment process.
   

Adding a Bill to a New Payee

1. Navigate to Bills in your Bluevine Dashboard.
2. Select Add bill.
3. Select Add Payee.
4. Search in a database of over 40,000 registered payees.
   • Proceed to Manually Add a New Payee if your Payee is not located in our database
     
5. Enter the Payee’s ZIP code and the account number located on your invoice/bill. Click Next.
   
6. Confirm the information and click Save & Activate.
7. Click Send bill on the “Payee Added Successfully” screen.
8. Fill in the fields that apply to the bill you are adding.
   • You can upload a supporting document regarding the bill by dragging and dropping the file from your computer into the left-hand side or by clicking the Browse your computer option to manually upload the file.
9. Click Save to add the bill to your Unpaid tab for later payment, or click Save & Send Payment to go through the payment process now.

Send Payment

You can send a payment from a bill already created or directly after you add a new bill:

1. Choose which account to pay from using the drop-down menu.
   • Note: You can select you main and sub-accounts, external bank accounts, or credit and debit cards you've added to your Bluevine Dashboard as the Pay from source. 
2. Choose the Payment method (ACH, Same-day ACH³ Wire⁴, or Check⁵)
3. Choose the Send date and click Next
   
4. Ensure the information on the confirmation screen is accurate and select Send payment.
   • If any information is incorrect, click Edit payment and update the necessary fields.

1 QuickBooks and QB are registered trademarks and service marks of Intuit Inc., displayed under license. Coastal Community Bank, Member FDIC is not affiliated with this product.
2 The Bills tab can only be accessed through the desktop or mobile browser version of the Bluevine Dashboard experience.
3 Same-day ACH payments have a fee of $10. Only an option if the funding source is your Bluevine Business Checking account or a sub-account. Payment must be initiated by 1:15pm ET to be sent the same-day, or it will be sent the next business day.
4 Wires using your Bluevine Business Checking account as a funding source are typically processed the same day when submitted by 3:30PM ET. Wires using your credit card or debit card as a funding source are typically processed the same day if submitted by 3:00PM ET.
5 Check payments sent from your Bluevine Bill Pay dashboard have a $1.50 fee per check.