Installation

Navigate to Odoo Apps and search ResilientIT - Bill.com Integration module and install it.

Configurations

Go to the Settings App and click on the Bill.com section and fill in details of the provided fields i.e. Rest URL, Username, Password, Developer Key, Organization ID, and Sync Payments Date if needed and then save the changes. After saving test the connection with Test Connection button and see the status of the Connection.

Create/Update/Delete Customers

• Go to Invoicing/Accounting App.
• Go to the Navigation bar and click on Customers.
• Select Customers form the drop-down menu.

• Select the Customer(s) you want to Create, Update, or Delete.
• Click on Action menu.
• Select an action that you want to perform.

Create/Update Customer's Contacts

• Open any Customer form view.
• Click on these buttons to Create or Update Contacts under Customer.
• Note: These buttons will only appear if the Customer already synced to Bill.com.

Create Customer's Bank Accounts

• First make sure you have filled the ABA/Routing field in Bank Account form view.

• Open any Customer form view and go to Invoicing tab.
• Click on Sync Account as a Customer button to Create Customer Bank Account.
• Note: This button will only appear if the Customer already synced to Bill.com.

Create/Update/Delete Products

• Go to Invoicing/Accounting App.
• Go to the Navigation bar and click on Customers.
• Select Products form the drop-down menu.

• Select the Product(s) you want to Create, Update, or Delete.
• Click on Action menu.
• Select an action that you want to perform.

Create/Update/Delete Invoices

• Go to Invoicing/Accounting App.
• Go to the Navigation bar and click on Customers.
• Select Invoices form the drop-down menu.

• Select the Invoices(s) you want to Create, Update, or Delete.
• Click on Action menu.
• Select an action that you want to perform.
• Note: The Customer and Products will be synced automatically if not already.
• Note: Syncing will select the parent of the Customer if any, otherwise select the direct Customer.

Create/Update/Delete Vendors

• Go to Invoicing/Accounting App.
• Go to the Navigation bar and click on Vendors.
• Select Vendors from the drop-down menu.

• Select the Vendor(s) you want to Create, Update, or Delete.
• Click on Action menu.
• Select an action that you want to perform.

Create/Update/Delete Bills

• Go to Invoicing/Accounting App.
• Go to the Navigation bar and click on Vendors.
• Select Bills form the drop-down menu.

• Select the Bill(s) you want to Create, Update, or Delete.
• Click on Action menu.
• Select an action that you want to perform.
• Note: The Vendor and Products will be synced automatically if not already.
• Note: Syncing will select the parent of the Vendor if any, otherwise select the direct Vendor.

Search Synced Entities

We can see the synced entities by using the Filters menu from the entities view.

• Go to Contacts view and select Synced Customers on Bill or Synced Vendors on Bill to see the synced Customers or Vendors on Bill.com.

• Go to Invoices view and select Synced Invoices on Bill to see the synced Invoices on Bill.com.

• Go to Bills view and select Synced Bills on Bill to see the synced Bills on Bill.com.

• Go to Products view and select Synced Products on Bill to see the synced Products on Bill.com.

Synced Paid Payments of Invoices/Bills

There is a scheduler that can synchronize the payments between Odoo and Bill.com in both directions. Note: Make sure if you need to set the Sync Payments Date, otherwise it will sync all the payments and can create the duplicate on both sides.

• Go to Invoicing/Accounting App.
• Go to the Navigation bar and click on Configurations.
• Select Sync Payments Scheduler from the drop-down menu.

• Activate the scheduler after configuring the Bill.com in settings.
• You can also manually run the scheduler by clicking the Run Manually button.

Here is an example of the sync from Bill.com to Odoo:
• The below invoice has been Paid in Bill.com.

• The scheduler fetched the payment from Bill.com and created it in Odoo.

Navigate to Bill.com Invoice

User will be navigated to the Bill.com Invoice by clicking on the Pay Now button from these 3 options:
1. Website Cart Checkout
2. Quotation Accept and Pay
3. Invoice Pay Now

Follow these steps to enable Bill.com as a payment provider:
• Go to Invoicing/Accounting App.
• Go to the Navigation bar and click on Configurations.
• Select Payment Providers form the drop-down menu.

• Select Bill.com payment provider.

• Enabled the state of the Bill.com payment provider.

Note: The demonstration is only for the website checkout:-
• Go to the Website Shop and add some products in the Cart and then Checkout
• Select Bill.com from the Pay with options.
• Click on the Pay Now button to navigate to the Bill.com portal for the payment.

• User will be navigated to the invoice on Bill.com.