How do I forward bills to my Bluevine dashboard?

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

Note: We only accept emails forwarded from the Bluevine account administrator/owner, any authorized users/accountants listed on the account, and payees that have been added to the account. 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. uploading and reviewing bills from the dashboard.

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 Payments then Unpaid Bills
   3. Select Set up your email
      • Note: If you’re an accountant user, you’ll need to contact your administrator to set up a billing email address.  
        
        
   4. 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
          
          
   5. Select Save
      
      • 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 Unpaid Bills and by selecting the Profile Icon and then Account Details in the upper right-hand corner 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 five files per email forwarded.
• The maximum file size is 40 MB for us to process it.

Uploading Bills

You can upload a bill or invoice directly to your dashboard by selecting Upload documents or dragging and dropping files from your computer. You can select up to five files at a time when uploading.

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.

Once the files are uploaded select Review to edit any bill details before sending or scheduling a payment. See Reviewing bills from the dashboard section below for more information

Reviewing bills from the dashboard

You’re able to conveniently view or edit any bills that have been forwarded to your inbox. You can add additional details for information that wasn’t auto-filled when your bill was uploaded, or you can also manually enter all bill details if you prefer. Follow these steps: 

1. Select Review next to the forwarded or uploaded bill you would like to view/edit.
   • Note: If you’d like to delete a bill, select the three dots icon next to the bill and select Delete
2. 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
3. Fill in the Amount field with the dollar amount of the bill
4. Select a Due date
5. Add any optional categories (Invoice number, Category, Notes) you’d like to add
6. Select Save as unpaid to add the bill to Unpaid Bills on your dashboard, or select Save & Send payment to go through the payment process now
   • Note: Selecting Save & Send payment will move the bill to Scheduled & Paid in your dashboard. You can see payment details for the bill by navigating to Payments then Scheduled & Paid within the Dashboard