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.
Here are the two ways you can create a new bill.
How to create a new bill by entering the bill details manually
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- Once in the pay business bills dashboard, select the Bills tab.
5- In the Bills tab, you can create a new bill by selecting either Create bill or + New payment. This will lead you to the Bill details screen.
Want to create a new bill for a specific vendor?
You can also create a new bill for a specific vendor. To do this, follow these steps:
1- In the Vendors tab, find the vendor to whom you wish to make a new payment.
2- Select New payment.
This will open up the Bill details page, and you can continue from there.
You can also pay a vendor without creating a bill. Please see the following guide to learn more.
6- In the Bill details screen, you can manually enter the bill details for the payment you want to create. You can also
How to add a vendor
- To add a Vendor, start typing the vendor's business name in the search field. As you type, existing vendors will appear in the drop-down list.
- Select the vendor's name from the list to add the vendor to the bill you are creating.
If the vendor’s details have not been added to your My vendor list, type in the Vendor business name and select + Add new vendor to add the vendor to the bill you are creating.
Setting a recurring payment
1- To set a recurring payment, adjust the Payment frequency. Use the drop-down list to select the desired frequency.
2- Select the First payment delivery date and the Recurring payment duration.
Payments that fall on a weekend or holiday will be delivered one business day after the delivery date.
7- For one-time payments, select the Due date.
8- You can now either save the bill for later or continue to pay it.
- To save the bill for later, select Save and close. You can then pay this bill later from the Bills tab.
- To pay the bill, select Continue to pay at the bottom of the page. You can then follow the remaining steps below.
9- Choose how you would like to pay. Next, select Continue.
10- When paying a vendor for the first time, you will need to select how the vendor receives their payment.
- You can choose between an ACH bank transfer or a paper check.
- Depending on your chosen method, you must provide the vendor's bank account or mailing address.
If you don’t know how your vendor wants to receive payments, select Let the vendor choose. Their preference will be saved for future recurring payments to this vendor.
11- Next, choose a delivery date. Select continue.
12- Add a memo to the payment notification the vendor will receive. This will help the vendor understand the purpose of the payment. Select Continue.
13- Review the payment details. You can edit details by selecting Edit on the left of each listed detail.
14- After review, select Confirm and schedule payment.
That’s it. You have created a new bill and scheduled a payment. You’ll get an email with the details of your payment.
How to create 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.
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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.
8- To pay the bill you have created, select Continue to pay to proceed to payment.
9- Choose how you would like to pay. Next, select Continue.
10- When paying a vendor for the first time, you will need to select how the vendor receives their payment.
- You can choose between an ACH bank transfer or a paper check.
- Depending on your chosen method, you must provide the vendor's bank account or mailing address.
If you don’t know how your vendor wants to receive payments, select Let the vendor choose. Their preference will be saved for future recurring payments to this vendor.
11- Next, choose a delivery date. Select continue.
12- Add a memo to the payment notification the vendor will receive. This will help the vendor understand the purpose of the payment. Select Continue.
13- Review the payment details. You can edit details by selecting Edit on the left of each listed detail.
14- After review, select Confirm and schedule payment.
That’s it. You have created a new bill and scheduled a payment. You’ll get an email with the details of your payment.