How do I manage my bills from the Bluevine dashboard?

In the Bills tab, you can add bills, view scheduled or paid bills, and connect to QuickBooks Online¹. Click Bills on the left-hand side of your Bluevine dashboard² to get started.

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

You can also delete a payment through the Payments section of your Bluevine dashboard:

1. Go to the Payments from the navigation bar on the left-hand side 
2. Click the vertical three dots 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

The Paid tab shows any bills you've already paid on your Bluevine dashboard. Select from your main or sub-accounts in the Pay from drop-down menu to view its paid bills. Then you can see the due date, payee name, bill number, payment method, and amount. You can view more details by clicking the three vertical dots next to a paid 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 support articles about connecting to QuickBooks online and what information syncs between QuickBooks and Bluevine.

Adding a bill

To add a bill, follow these steps:

1. Navigate to Bills in your Bluevine dashboard
2. Select Add Bill

3. You can upload a supporting document for the bill by dragging and dropping the file onto the left-hand side or by clicking Browse your computer to manually upload the file
   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.
4. Click on 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
5. Fill in any missing fields that apply to the bill you're adding
   
6. Click Save to add the bill to the Unpaid tab for later payment, or click Save & Send Payment to go through the payment process now

Send payment

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

1. Select which account you’d like to pay from using the Pay From drop-down menu
   • These will include your main or sub-accounts and any external bank accounts, credit cards, and debit cards you’ve added to your Bluevine dashboard–
2. Choose the Payment method (ACH, Same-day ACH³, Wire⁴ or Check⁵)
   • Payment processing times vary depending on your payment method. Visit our using Bill Pay article for more information 
3. Choose the Send date and click Next 
4. Ensure the information on the confirmation screen is correct and select Send payment 
   • If any information is incorrect, click Edit payment and update the necessary fields

1 QuickBooks is a registered trademark and service mark 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.