BILL network sandbox setup

The BILL sandbox environment is a standalone test environment. Before you can test the BILL network workflow with the API, you must add a vendor to the BILL network.

In this example workflow, to search for a vendor named Happy Music Supplies in the BILL network, follow the steps in this section to add a vendor named Happy Music Supplies to the BILL network in your sandbox environment.

Setting up a vendor

Sign in to the BILL web app in your sandbox environment.

1. Click Vendors in the navigation menu.
2. Click Add Vendor.
3. Enter vendor details and click Continue.

4. In the next step, the email address is available as the Vendor email. Click Yes, Email Vendor.
5. Click Save & Add Vendor.

At this point, the vendor is set up in your BILL organization.

Accepting invitation by email

When BILL sends an invitation to the provided email address, accept the invitation for signing up to create a free BILL account as Happy Music Supplies.

1. Enter any first name and last name, set a password, and then click Create Account.
2. Complete the MFA security requirements. Enter a mobile number and click Next. BILL sends a six-digit code to the mobile number.
3. Enter the six-digit code sent to the mobile number and click Submit.
4. In the next step, BILL provides additional features as part of the sign-up process. For this setup, click Skip This Step.
5. Click I'm with a business to identify the relationship of this vendor with your BILL organization.
6. Enter vendor business details and click Submit.

7. Enter vendor owner details and click Next.

8. In the next step, BILL provides access to the virtual cards feature. For this setup, click No, Use Bank Transfers.
9. Enter vendor bank account details and click Save And Finish.

10. In the final step, BILL provides access to the Instant Transfer feature. For this setup, select Standard - ACH delivery and click Save Setting.

The vendor setup is complete, and Happy Music Supplies is added to the BILL network in your sandbox environment.

Completing identity verification

In the free BILL organization that is created for Happy Music Supplies, complete identity verification to enable electronic payments to this vendor.

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NOTE

If you do not see the option to verify your identity, this free BILL account is not required to complete identity verification.

1. Click Overview in the navigation menu.
2. Click Verify my identity to begin the verification process.
3. Click Answer questions in the Choose how to verify modal.
4. Enter identity information and click Continue.

5. Select the final option for each question in step two of the verification process and click Continue.

The identity verification process is complete. Continue the BILL network workflow with Connecting with a BILL network vendor.