Send to Bill.com

Setting up "Send to Bill.com"

Do you have a Bill.com account? We’ve made it easy to connect one or more of your Bill.com organizations to your Earth Class Mail account. Just follow the simple steps below.

Check out the walkthrough video for a step-by-step guide:

Remember, if you have any questions we’re happy to help. Our live customer support is standing by.

Connect ECM and Bill.com Accounts:

  • Log in to your ECM account
  • Click “Settings” in the bottom left corner
  • Click “Account Settings” > “Change Your Plan”
  • Check the box next to “Send to Bill.com”
  • Click “Save”
  • Log in to your Bill.com account
  • Click the gear icon in the top right corner
  • Navigate to the “App Center”
  • Select the “Earth Class Mail app”
  • Click “Connect”
  • Choose to sign up for a new ECM account or log in to an existing one.
  • Your accounts have been linked successfully!

Automatically send all scanned documents to Bill.com:

  • Log in to your ECM account
  • Click on "Settings" in the bottom left corner
  • Click on "Automatic Send To Bill.com" and select the new account.
  • Click "Save"

To confirm an item has been successfully sent to Bill.com, select the item and click on the blue circle icon in the gray bar between the message list and the item viewer. This will bring up a detailed history of the item, which will show that it was sent to Bill.com

Disconnect ECM and Bill.com Accounts:

  • Log in to your Bill.com account
  • Click the gear icon in the top right corner
  • Navigate to the “App Center”
  • Select the “Earth Class Mail app”
  • Click “Setup”
  • Click “Disconnect”
  • You should see a notification informing you the accounts have been disconnected
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