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.
FieldDetail
Vendor nameHappy Music Supplies
Vendor address123 Main Street
CitySan Jose
StateCA
ZIP code95002
EmailEnter a valid email address.

Set an email address that is not your username. BILL sends an invitation to this email address for signing up to create a free BILL account as Happy Music Supplies.
  1. In the next step, the email address is available as the Vendor email. Click Yes, Email Vendor.
  2. 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.
FieldDetail
Legal company name or full nameLeave the value as Happy Music Supplies
Business phoneEnter a valid phone number
Business address line 1Leave the value as 123 Main Street
CityLeave the value as San Jose
StateLeave the value as CA
ZIP codeLeave the value as 95002
Business typeYou can set this value as any business type. For example, Corporation.
IndustryYou can set this value as any industry. For example, Retail Shop or Online Commerce.
Accounting softwareSet as I don't use accounting software
  1. Enter vendor owner details and click Next.
FieldDetail
Owner's legal full nameYou can set this value as any name
Employer Identification Number (9 digits)You can set this value as any nine-digit number. For example, 999888777.
  1. In the next step, BILL provides access to the virtual cards feature. For this setup, click No, Use Bank Transfers.
  2. Enter vendor bank account details and click Save And Finish.
FieldDetail
Account holder nameLeave the value as Happy Music Supplies
Account typeLeave the value as Business Checking
Routing number (9 Digits)You can set this value as any valid number. For example, 074000010.
Bank nameWhen you enter the routing number, the bank name is set as JPMorgan Chase Bank National Association
Account number (4-17 Digits)You can set this value as any number. For example, 123456789.
Re-enter account numberRe-enter the same account number
  1. 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.

📘

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.
FieldDetail
First NameLeave this value as the first name you set while creating the account
Last NameLeave this value as the last name you set while creating the account
Home Address123 Main Street
CitySan Jose
StateCA
Zip Code95002
  1. 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.