How to Use the Bills Tab

You can add Bills, view scheduled or paid Bills, and connect to QuickBooks Online through the Bills section of your BlueVine Dashboard. To access the Bills feature, click Bills located on the left-hand side of your Dashboard.

Below, you will find information regarding the different sections of the Bills feature and how to add and manage your Bills. This article covers the following topics:

• Bills Inbox
• Scheduled Tab
• Paid Tab
• Connect to QuickBooks Online
• Adding a Bill to an Existing Payee
• Adding a Bill to a New Payee
• Manually Add a New Payee
• Send Payment

Bills Inbox

The Bills Inbox will show any Bills you have added to your inbox. You can easily view Bill due dates, payee names, numbers, and amounts on this screen. 

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.

Scheduled Tab

The Scheduled Tab will show any Bills that have been scheduled for a future date. You can easily view Bill due dates, payee name, number, payment method, and amount. You can also choose to View, Edit, or Delete a Bill by clicking the vertical three dots icon next to an existing Bill.
 

There are two different actions that can be performed when deleting Bills within the Scheduled Tab; deleting the Bill and the scheduled payment at the same time, or deleting the scheduled payment and moving the Bill to the Bills Inbox. Below outlines the steps to take for each action:

Deleting Bill and Payment

1. In the Scheduled tab, select Delete from the vertical three dots icon next to the bill and payment you would like to delete.
2. Confirm that “This bill and its scheduled payment will be deleted” and click Delete.

You can also perform the same action within the Edit function by following these steps:

1. Select Edit from the vertical three dots icon next to the bill and payment you would like to delete.
2. Click the horizontal three dots icon in the upper right corner and select Delete.
3. Confirm that “This bill and its scheduled payment will be deleted” and click Delete.

Deleting Scheduled Payment and Moving Bill to Inbox

There are two ways you can delete a scheduled payment associated with a bill. The first method is to:

1. Click the vertical three dots icon next to the Bill you would like to delete and select Edit.
2. Click the vertical three dots icon in the bottom right corner next to the Amount column and select Delete. 
3. Confirm that “This payment will be deleted, and the associated bill will be moved back to inbox” and click Delete. 

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 inbox” 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 Dashboard, 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 the Bills section in your BlueVine Dashboard.
2. Select Add Bill.
   
   
3. Click onto the Search Bar and locate the payee you would like to add a Bill for.
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 inbox for later payment, or click Save & Send Payment to go through the payment process.
   
   

Adding a Bill to a New Payee

1. Navigate to the Bills section of 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 inbox for later payment, or click Save & Send Payment to go through the payment process now.

Manually add a New Payee

1. Select Add payee manually.
2. Fill in the fields with appropriate information. 
3. Click Save & Activate.
4. On the “Payee Added Successfully” Pop-Up, click Send Payment.
5. Fill in the fields that apply to the Bill you are adding.
   - Optionally upload any supporting document by dragging and dropping from your computer into the left-hand side or clicking Browse your computer.
6. Click Save to add the Bill to your inbox 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.
2. For the Pay from field, choose the bank account you’d like funds to be sent from.
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.