Set up Payment Automation

Payment Automation setup creates or resumes the BILL organization connected to your QuickStart company. Open Menu and select Payables > Settings > Payment Automation.

Before you begin, make sure that your company information and the signed-in user’s business details are current. QuickStart uses company information to create the BILL organization and user information to create its BILL organization user.

Set up Payment Automation

  1. Open Menu and select Payables > Settings > Payment Automation.

  2. Find your company’s setup row.

  3. Select Onboard when no BILL organization exists, or select Continue onboarding when its status is Created.

  4. In Create a BILL Account, enter the requested business details and submit the application in the embedded BILL experience.

  5. Wait for BILL to complete the applicable business verification. You cannot proceed while BILL reports that onboarding is still in progress.

  6. Complete Link Your Bank Account.

  7. Review Set Up a Payment Run Approval Routing. This step is optional; configure approvals in Administration settings when required by your organization.

  8. Select Submit.

QuickStart changes the BILL organization status to Onboarded and returns to the Payment Automation page.

Starting onboarding also schedules creation of eligible QuickStart vendors in the new BILL organization.

Resume onboarding

If you leave before submitting, return to Payment Automation and select Continue onboarding. QuickStart signs the current user into the existing BILL organization instead of creating a second organization.

Important limitations