With GetMyInvoices, you can automatically transfer your invoices to the Bill.com interface. This allows you to efficiently manage and process your documents. In this guide, you’ll learn how to set up synchronization with Bill.com.
1. Step
- Hover your mouse over your name in the top-right corner and click “Synchronization” in the dropdown menu.
- Click the plus icon (+) in the top-right corner to add a new synchronization.
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Select the “Export” option to automatically transfer invoices.
Step 2
- Use the search function to search for “bill.com”.
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Click the bill.com tile and then click “Next”.
Step 3
You can configure the settings for exporting documents. Under **“Advanced Settings **, you can set additional criteria for the export. Then click “Next.” In our example, we’ll have the invoices archived on bill.com after the export is complete
Step 4
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Optionally, you can limit the export period based on the invoice or import date.
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Enter your bill.com recipient email address
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Click “Save” to start the export.
GetMyInvoices will now automatically transfer all relevant invoices to bill.com based on your
settings. Please note that we only transfer the PDF file