How do I forward bills to my Bluevine dashboard?

As a Bluevine Business Checking customer, you can set up a dedicated Bluevine bills inbox email address to easily forward bills in order to keep track, schedule, and pay your bills on time. 

Note: We will only accept emails forwarded from the Bluevine account administrator/owner and any authorized users/accountants listed on the account. At this time, we will not accept bills forwarded from a third party.  This feature is not available on the Bluevine mobile app.

This article outlines the steps you need to take to get started with email forwarding.

Create your forwarding email address

Follow the steps below to set up your dedicated Bluevine bills inbox email address:

1. 1. Sign in to your Bluevine Dashboard
   2. Navigate to Inbox 
   3. Type the custom email address you would like to create in the custom email address field
      • Important: This email address cannot be changed in the future. Please confirm the accuracy of the email address before moving forward.
      • Email creation guidelines:
        • The email cannot contain any special characters. Only standard alphanumeric (a-z and 0-9) and periods (.) are allowed. 
        • No consecutive periods (.) are allowed. Cannot start or end with a period.
        • Can contain between 4-30 characters (not including @bvbills.com).
        • Must not already be taken by another customer
   4. Select Set email address 
   5. Select Done on the “Your custom email address is set” screen
      • Note: If we aren’t able to create the email address for any reason, you will receive an “Unable to create email” screen. Please try again, and contact us for further assistance if you still encounter an issue.

Once your forwarding email has been created, you can view the email address in the Inbox and in Profile & Settings sections of your Bluevine dashboard. 

Forwarding emails

You can easily forward any business bills you would like to pay or be scheduled to pay to your Bluevine bills inbox by forwarding them to the email address you created. Below are some guidelines to follow when forwarding bills to your Inbox:

• We will only accept emails with attachments in the following file formats: pdf, xpdf, jpeg, pjpeg, png. 
• We only accept up to 5 files per email forwarded.
• The maximum size per file must be no more than 10 MB  for us to process it.
• The email size must be no larger than 40 MB for us to process it. 

Viewing and editing bills from the Inbox

You’re able to conveniently view or edit any bills that have been forwarded to your inbox. All bill details need to be manually entered at this time. Follow these steps to view/edit a bill from the Inbox: 

1. 1. Select the vertical three dots icon next to the forwarded bill you would like to view/edit.
   2. Select View/Edit from the pop out menu.
      • Note: If you’d like to delete a bill, select Delete from the pop out menu.
   3. Search for a Payee you’ve previously added in the Search for a payee field.
      • Note: 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 Amount field with the dollar amount of the bill.
   5. Select a Due date
   6. Add any optional categories (Bill number, Category, Notes) you’d like to add.
   7. Select Save to add the bill to Unpaid within the Bills tab of your dashboard, or select Save & Send payment to go through the payment process now.
      • Note: Selecting Save & Send payment will move the bill to Paid within the Bills tab of your dashboard. You can see payment details for the bill by navigating to Payments within the Dashboard.