How to create a new bill by uploading an invoice

There are multiple ways to create and save a new bill. Once your bill has been created, you can find it under the Bills tab. You can later pay or edit your bill.

The following guide explains how to create a new bill by uploading an invoice file from your device. To learn how to create a new bill by entering the bill details manually, please see the following guide. 

Creating a new bill by uploading an invoice

You can create a new bill by opening a new payment and uploading a bill invoice. To do this, follow the steps below.

1- Sign in to your Capital One Business Banking account. 

2- Once logged in, you'll see your business accounts displayed. Select the business checking account you want to use.

3- Once in the desired business account, select Pay Business Bills from the dashboard.   

4- In the main screen, select the Bills tab.

5- There are two ways to create a bill by uploading an invoice.

Option A- Importing the invoice from the Bills tab

1- In the Bills tab, select Import bills and then select Upload files from the drop-down menu. This will allow you to upload an invoice from your device.

Option B- Importing the invoice from the Bill details page

1- In the Bills tab, you can create a new bill by selecting either the +New payment button or the Create a bill button. This will open the Bill details page.

2- In the Bill details page,  select Browse to upload your invoice image/file on the left side of the screen. This will allow you to upload an invoice from your device.

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    • We accept PDF, JPEG, JPG, and PNG files up to 10MB.
    • Your uploaded invoice will appear on the left side of the screen.
    • Need to make changes? Select Replace to upload a different file or Cancel to remove it.

6- Your invoice will now appear alongside your bill details. Please look over the bill details and add or edit any information.

7- To save the bill for later, select Save and close to save the bill you have created.

That's it! You've created a new bill, and you can return to the dashboard. Your latest bill can now be found under the Bills tab.