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BILL Vendor Setup & Navigation Guide

As a vendor or participant team member submitting payment requests, you will have an account set up in BILL so that invoices or reimbursements can be processed. By default, payments are processed as paper checks, but you may connect with your BILL profile and set up e-payments for more timely payments. You can also review what payment requests are currently outstanding and what payments have already been made.

Screenshot of a Gmail inbox in the Primary tab showing two emails, with one highlighted from “Fello, Inc. Self-Directed Services” stating they want to pay using BILL. The top menu shows Inbox, Primary, Promotions (25 new), Social, and Updates (1 new).

Note: This e-mail may be captured by your Spam or Junk filter, so you could need to check these folders for the invitation.

Once the email is received, click “Sign up for ePayments” to create your BILL account:

Screenshot of an email stating that Fello, Inc. Self-Directed Services wants to start paying electronically using BILL. The message explains that creating a free BILL account allows direct bank deposits, faster payments, secure bank-level encryption, and online access to invoice details. A purple button at the bottom says “Sign up for ePayments.”

Fill in your first and last name then create a password for your profile.

Set up your security verification through a text or phone call.

You will be asked if you would like to use other features in BILL. Select “Skip This Step.”

Next you will be asked what your relationship is to Fello, Inc. Self-Directed Services. Please select the appropriate option based on your business and the payment requests you will submit.

All vendors submitting payment requests for disbursement that will be captured on a 1099 tax form should select “I’m with a business” or “I’m an independent contractor.”

You may be asked to clarify your business type, but can select the following options:

  • Business type: Individual
  • Industry: General Service Based Business
  • Accounting software: I don’t use accounting software
Screenshot of an online form showing dropdown fields for “Business type” set to “Individual,” “Industry” set to “General Service Based Business,” and “Accounting software” set to “I don't use accounting software.” Required fields are marked with red asterisks.

All employees or team members seeking reimbursement payments that will not appear on a 1099 tax form should select “I’m none of the above.”

Complete the following page with your basic information such as social security number or Tax ID, phone number, and mailing address.

Add your bank information. Please be aware that this information is encrypted and will not be visible to The Fello team.

Navigating your BILL

With setup complete, you will now be able to log in to BILL and review your payment requests.

The Overview tab will show you a summary of what invoices are currently open, as well as a summary of what payments have been sent to you.

Screenshot of the BILL account dashboard on the Overview page. The Customer Overview section displays Open Invoices with $0 overdue, $0 due in 7 days, and $10 due in 7+ days (1 invoice), with a total owed of $10. A “Create Invoice” button appears on the right. The left sidebar menu includes Inbox, Customers, Items, Invoices, Payments In, Tax management, Settings, Help Center, and Refer & Earn.

The Invoices tab will list each payment request that has been processed or is being processed.

You can click on each invoice to review the details and any documents that might be attached.

Screenshot of the BILL Invoices page displaying one invoice in the list. The invoice shows a customer name, invoice and due dates, status marked as approved and unpaid, with a total of $10.00 and an amount due of $10.00. A “Create Invoice” button appears on the right, and the left sidebar includes navigation options such as Customers, Items, Invoices, and Payments In.

The Payments In tab will display each payment that has been sent to you or is currently incoming to your account.

Screenshot of the BILL “Payments In” page showing zero total payments and a total amount of USD 0.00. A Filters button and date range option are visible at the top. The left sidebar menu highlights “Payments In,” and a prompt on the right encourages creating a new invoice with a “Create New Invoice” button.