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BillBridge Solutions Client Onboarding Checklist

To get started with BillBridge Solutions, clients should prepare the following:

  • Business Information
    • ☐ Company name
    • ☐ Business address
    • ☐ Primary contact person
    • ☐ Contact email and phone number
  • Vendor Information
    • ☐ Vendor list
    • ☐ Vendor contact details
    • ☐ Payment terms for each vendor
    • ☐ W-9 or tax information (if applicable)
  • Invoice Management
    • ☐ Sample invoices
    • ☐ Preferred method for receiving invoices (email, portal, etc.)
    • ☐ Invoice approval process
    • ☐ List of approvers
  • Payment Information
    • ☐ Business bank account details
    • ☐ Preferred payment methods (ACH, check, wire, virtual card)
    • ☐ Payment schedule or frequency
  • Accounting System
    • ☐ Current accounting software (QuickBooks, Xero, NetSuite, etc.)
    • ☐ Chart of Accounts (if applicable)
    • ☐ User access
  • Internal Policies
    • ☐ Spending limits
    • ☐ Approval hierarchy
    • ☐ Payment authorization rules
  • Communication
    • ☐ Preferred communication channel
    • ☐ Regular reporting schedule
    • ☐ Primary contact for questions and approvals

This checklist ensures BillBridge Solutions can quickly set up and manage your Accounts Payable process efficiently.

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