How do I manage my bills from the Bluevine dashboard? – Bluevine Help Center

The following article covers how to manage bills using a desktop or mobile browser version of the Bluevine dashboard. For information on using the Bluevine mobile app, check out our articles on navigating the app on an Apple device, or Android device.

Payees

Payees need to be added to your dashboard before you can send payments and add bills. Select Payees under the Payments drop-down on the left-hand menu to add and manage payees. For more information, check out our article on adding and managing payees.

Unpaid Bills

Select Unpaid Bills under the Payments drop-down on the left-hand menu to view all your unpaid bills. You’ll see a quick view of the due date, status, payee name, number, source, and the amount of your unpaid bills. You can perform the following actions from here:

Create a new bill by clicking Add bill
Click Connect to QuickBooks Online to connect your Bluevine and QuickBooks Online accounts
- You can select the sync icon to perform a manual sync if you’ve already connected your QuickBooks and Bluevine accounts.
- For more information on QuickBooks, visit our articles on connecting QuickBooks Online to your account and what information syncs between QuickBooks Online and Bluevine
Set up a bill forwarding email address by clicking Set up your email
- You'll see the email address you created if you’ve already set up a bill-forwarding email address
Upload documents by clicking Upload bills or simply drag and drop a file from your computer
Search your unpaid bills using the search bar above the table
Click Filter to sort the view of your unpaid bills
Click Export to export your Unpaid Bills to a CSV file
Click the three vertical dots at the end of a bill’s row to view, edit, or delete it or to send a payment for that bill
Pay multiple bills at once by selecting the checkbox next to which bills you’d like to pay and then selecting Pay bills, which will appear when multiple bills are selected

Scheduled & Paid

Select Scheduled & Paid under the Payments drop-down on the left-hand menu to see scheduled and paid bills. You can choose between the Scheduled and Paid tabs at the top of the screen.

Scheduled

The Scheduled tab shows the scheduled date, payee name, payment method, and amount of all your scheduled bills and payments. You can perform the following actions from here:

Click Send Payment to send a payment or schedule a payment to be sent to a payee
Search your scheduled payments using the search bar above the table
Select Filter to sort the view of your unpaid bills
Click Export to export your scheduled bills to a CSV file
Select the three dots next to a bill to view, edit, or delete it

Paid

The Paid tab shows the date paid, payment status, payee name, payment method, and amount. You can perform the following actions from here:

Click Send Payment to send a payment or schedule a payment to be sent to a payee
Search your paid payments using the search bar above the table
Select Filter to sort the view of your Paid bills
Click Export to export your paid bills to a CSV file
Select the three dots next to a bill to view it

Adding a bill

To add a bill, follow these steps:

Navigate to Unpaid Bills in your Bluevine dashboard
Select Add Bill
You can upload a supporting document for the bill by dragging and dropping the file onto the left-hand side or by clicking Upload documents to upload the file manually
1. Some bill details will automatically populate when you upload them, such as the payee (if it already exists as a payee on your dashboard), amount, bill due date, and bill number.
Click on the Search Bar to find the payee you would like to add a bill for
1. You can also add a new payee by typing the payee into the Search Bar
2. For more information on adding a payee, check out our adding a payee support article
Fill in any missing fields that apply to the bill you’re adding
Click Save as unpaid to add the bill to Unpaid Bills for later payment, or click Save & Send Payment to go through the payment process now

Send payment

You can send payment immediately after you add a new bill or pay a bill you’ve already created:

Select which account you’d like to pay from using the Pay From drop-down menu
- These will include your main account or sub-accounts and any external bank accounts, credit cards, and debit cards you’ve added to your Bluevine dashboard
Choose the Payment method (ACH, Same-day ACH¹, Wire², or Check³)
- Payment processing times vary depending on your payment method. Visit our using Bluevine Payments article for more information
- For information on sending an international payment, check out our support article.
Choose the Send date and click Next
Ensure the information on the confirmation screen is correct and select Send payment
- If any information is incorrect, click Edit payment details and update the necessary fields

1 Same-day ACH fees are based on your plan type. See our support article on fees for more information. 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.
2 Outgoing wire fees are based on your plan type. See our support article on fees for more information. 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.
3 Check payment fees are based on your plan type. See our support article on fees for more information.