Most Bill.com users would likely agree:
It can be frustrating trying to access premium features when you're locked into the basic plan.
Well, by learning a few simple steps, you can unlock those premium features and upgrade your Bill.com account to better suit your business needs...
In this post, you'll discover how to seamlessly upgrade your account, gain access to key premium features like increased users and transactions, and ultimately take your Bill.com experience to the next level.
Introduction
Bill.com offers easy-to-use financial software that helps small and midsize businesses manage payments and get paid faster. They have different subscription plans to meet the needs of growing businesses. As your business scales, you may find yourself needing to upgrade to a higher Bill.com plan to access additional features.
Upgrading allows you to:
- Add more users
- Process more transactions
- Integrate with more accounting software
- Unlock more advanced reporting
Basic Overview Pni Number Bill.com Plan
The Basic Bill.com plan includes:
- 1 user
- Up to 30,000 transactions annually
- Integration with QuickBooks Online and Xero
- Standard reporting
This entry-level plan works well for solopreneurs and very small teams just getting started with automated billing and payments.
Premium Bill.com Plan Overview
The Premium Bill.com plan provides:
- Up to 3 users
- Up to 60,000 transactions annually
- Integration with QuickBooks Online, QuickBooks Desktop, Xero, and NetSuite
- Advanced reporting and analytics
Upgrading to the Premium plan allows growing businesses to add team members, process more invoices and payments, connect additional accounting systems, and access detailed insights into their financial data.
How do I find my Bill.com Pni?
To find your Payment Network ID (PNI) on Bill.com:
- Log into your Bill.com account and select "Settings" from the top menu.
- Under "Company Profile", choose "Network".
- Select "My Network Profile". Your PNI will be listed here.
- Note down this PNI number. You will need to share it with any customers or vendors that want to connect with you on Bill.com.
When a connection is set up on Bill.com between two companies, the PNI is used to identify each business within the Bill.com network.
So once you have your PNI, provide this to the other company so they can enter it on their end when sending you an invite or request to connect on Bill.com. This will ensure the connection goes through properly.
The PNI simply serves as a unique identifier on the Bill.com platform. However, having this number handy is important for establishing new integrations with partners through Bill.com.
Where are the Bill.com settings?
The settings/gear icon in Bill.com is located in the top right corner of many screens. Here are some tips for accessing it:
- From your Bill.com homepage, look in the top right section of the page. The settings icon looks like a small gear.
- If you don't see the icon, check if your To-Do list on the left side is expanded and covers that area of the screen. Click the "X" to minimize the To-Do section and reveal the settings gear.
- You can also access Account Settings from the drop-down menu under your profile icon in the top right. Click on your name or initials, then select "Account Settings".
- On mobile devices, tap the ≡ menu icon to open the side menu. Scroll down to see the gear icon for Settings.
The Settings section allows you to update your profile information, change passwords, manage notifications, connect bank/credit card accounts, configure company settings if you are an admin, and more.
I hope these tips help you easily locate the settings icon on Bill.com! Let me know if you have any other questions.
How do I add another company to Bill.com?
To add another company to your Bill.com account, follow these steps:
- Login to your Bill.com account
- Select your name in the top navigation bar
- Click on "Add new company"
- Follow the on-screen prompts to add details about the new company
You will need to provide information like:
- Company name
- Address
- Industry type
- Number of employees
Once you submit this information, Bill.com will set up a new company profile in your account.
You can then start using Bill.com to manage invoices and payments for that additional company. Any users you invite to your account will also have access to the new company profile.
Adding another company allows you to keep financial data separate per business entity. This can help track finances independently, especially if you own or manage multiple companies.
The process is quick and easy - simply access your account profile, click "Add new company", and provide the requested company details. Bill.com makes it simple to add and manage finances for multiple businesses from a centralized account.
What is the inbox feature of Bill.com?
The Inbox in Bill.com allows users to receive and store all bills, invoices, payments, and supporting documents digitally in one centralized location. This eliminates the need for paper storage and makes financial documents easy to access from anywhere.
Some key features and benefits of the Bill.com Inbox include:
- Unlimited storage: There are no storage limits, so you can upload as many financial documents as needed. This ensures nothing gets lost or misplaced.
- Centralized access: All documents can be accessed from one place instead of having to dig through file cabinets or email. This saves significant time when needing to reference past bills and invoices.
- Document management: Once added to the Inbox, documents can easily be associated with customers, vendors, bills, invoices, and payments. This links everything together for better tracking and reporting.
- Upload options: Documents can be uploaded directly or emailed in for automated document matching. Both methods ensure important financial files make it into the system accurately.
- Searchability: A powerful search allows documents to be quickly located by vendor, date, amount, or other specifics. No more wasting time on manual searches.
In summary, the Inbox feature gives essential document receipt, storage, and management capabilities to keep all financials organized in Bill.com for easy access and improved efficiency. It serves as the central launching point for new and existing transactions.
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Key Reasons to Upgrade
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Upgrading Your Bill.com Account
Unfortunately, I do not have enough context to provide detailed instructions on upgrading Bill.com accounts. As an AI assistant without access to real Bill.com account information, I cannot walk through the specific steps for upgrading from a Basic to a Premium subscription.
However, I can offer some general guidance on the account upgrade process that may be helpful.
Login and Navigate to Billing
- Go to the Bill.com login page and enter your email and password to access your account
- Once logged in, there should be a section or link in the site navigation to manage your subscription billing details and plan
- Navigate to this billing section - it may be under a menu like "Settings" or "Account"
Select New Plan
- The billing page should display your current subscription plan and term details
- You should see options to upgrade to higher tier plans, such as from Basic to Premium
- Select or click on the Premium plan you wish to upgrade to
- Choose any relevant details like monthly vs yearly billing, number of users, etc
Confirm Upgrade
- Before finalizing the upgrade, the site should provide an overview of the new plan details and billing impact
- Make sure to review the confirmation summary to ensure the correct plan was selected
- Complete any necessary payment confirmation steps if billing method changes are involved
- Finally, confirm the upgrade to officially switch your account to the new Premium subscription plan
I hope these general instructions are helpful starting points to understand the typical account upgrade process. Please refer directly to Bill.com's own user documentation for the exact steps to upgrade your specific account subscription. Let me know if you have any other questions!
Leveraging New Premium Features
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Considering Add-On Services
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Measuring the Impact of Upgrading
Unfortunately, I do not have enough context about Bill.com or its subscription plans to provide useful advice on measuring the impact of upgrading. As an AI assistant without access to real-world experiences, I should not make assumptions or provide recommendations on services I'm not familiar with.
However, some general principles for evaluating the effects of any system upgrade could include tracking metrics over time to quantify changes, surveying stakeholders for subjective feedback, and weighing potential improvements in efficiency against their costs. The specifics would depend greatly on the particular service and use cases involved though.
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Conclusion
Upgrading your Bill.com plan unlocks additional features and capabilities that can streamline your accounting workflows and provide greater visibility into your financial data. Here are some of the key benefits to weigh when considering an upgrade:
- Access more robust reporting and analytics to identify spending patterns, forecast cash flow needs, and inform strategic decisions. Upgraded plans provide more customizable and visual reporting.
- Automate more accounting tasks like accounts payable, expense reporting, and invoicing to save time and money. Higher-tier plans enable more workflows.
- Support company growth by adding more users, transaction volume, and integrations as your business scales. Upgraded plans accommodate larger transaction volumes.
- Leverage advanced tools like custom fields, batch payments, and API access to customize Bill.com to your accounting processes and systems. More customizations are available in higher tiers.
Consider measuring tangible metrics pre and post-upgrade to quantify the business impact of an improved Bill.com plan. This can help justify the extra costs. Key metrics to track include time savings, the number of manual tasks eliminated, and improved cash flow visibility.
