Bill.com Server

Access Bill.com Accounts Payable (AP) and Accounts Receivable (AR) for vendor management, bill payments, invoicing, and financial operations

Bill.com Server

Overview

The Bill.com server provides comprehensive integration with Bill.com accounting and payment services. This server enables AI assistants to manage vendors, bills, payments, customers, invoices, and complete AP/AR workflows programmatically.

Access Types

Bill.com supports two authentication methods, each with different capabilities:

Access Type	Capabilities	Best For
Sync Token (Limited)	Read data, create/update records, sync operations	ERP syncing, reporting, read-only integrations
Full Access (Complete)	All operations including payments, invoicing, user management	Complete AP/AR operations, payment processing

Both access types use the same credential fields in Nexus (Developer Key, Username, Password, Organization ID). The difference is what credentials you provide - see the setup sections below.

Feature Comparison

Feature	Sync Token	Full Access
Read vendors, bills, invoices, customers	✅	✅
Create/update vendors, bills, invoices	✅	✅
Pay bills, void payments	❌	✅
Send invoices via email	❌	✅
Charge customers	❌	✅
Manage users	❌	✅
Manage bank accounts	❌	✅
Approve/deny bills	❌	✅

Getting Started

1. Connect to Bill.com

   Add the Bill.com server to your Nexus environment through the server directory.

2. Choose Your Access Type

   Decide between Sync Token (limited access) or Full Access (complete access) based on your needs.

3. Obtain Bill.com Credentials

   Follow the appropriate setup guide below for your chosen access type.

4. Test Connection

   Start with list_vendors or list_bank_accounts to verify the connection works properly.

Authentication Setup

Option 1: Sync Token (Limited Access)

Use this option for ERP syncing, reporting, and read-only integrations. Sync tokens cannot process payments or send invoices.

1. Access Bill.com

   Sign in to your Bill.com account

2. Get Developer Key

   1. Navigate to Settings → Sync & Integrations → Manage Developer Keys
   2. Click Add Developer Key to generate a new key (you can have up to 4)
   3. Copy the generated Developer Key
3. Create AP/AR Sync Token

   1. From the same Sync & Integrations page, go to the Tokens section
   2. Click Create AP/AR Sync Token
   3. Enter a descriptive name for your token (e.g., nexus-integration)
   4. Click Create and immediately copy the generated token value
      • Important: Save this token immediately as it won’t be shown again
4. Find Organization ID

   1. From the same Sync & Integrations page, go to the Manage Developer Keys section
   2. Your Organization ID is displayed at the bottom of the page, it starts with 008
5. Enter Credentials in Nexus

   When adding the Bill.com server in Nexus, enter:

   • Developer Key: Your Developer Key from Step 2
   • Username: Your Sync Token name from Step 3
   • Password: Your Sync Token value from Step 3
   • Organization ID: Your Organization ID from Step 4

Sync Token Credentials Summary

Bill.com Portal	Field in Nexus	Example
Developer Key	Developer Key	01XXX...
Sync Token Name	Username	nexus-integration
Sync Token Value	Password	02XXX-XXXXX-...
Organization ID	Organization ID	008xxxxxxxxxxxxx

Option 2: Full Access (Complete Access)

Use this option for complete AP/AR operations including payment processing, sending invoices, and user management. Full access uses your Bill.com user credentials.

1. Access Bill.com

   Sign in to your Bill.com account

2. Get Developer Key

   1. Navigate to Settings → Sync & Integrations → Manage Developer Keys
   2. Click Add Developer Key to generate a new key (you can have up to 4)
   3. Copy the generated Developer Key
3. Find Organization ID

   1. From the same Sync & Integrations page, go to the Manage Developer Keys section
   2. Your Organization ID is displayed at the bottom of the page, it starts with 008
4. Enter Credentials in Nexus

   When adding the Bill.com server in Nexus, enter:

   • Developer Key: Your Developer Key from Step 2
   • Username: Your Bill.com email address
   • Password: Your Bill.com account password
   • Organization ID: Your Organization ID from Step 3

Full Access Credentials Summary

Bill.com Portal	Field in Nexus	Example
Developer Key	Developer Key	01XXX...
Your Email	Username	[e-mail]
Your Password	Password	your-account-password
Organization ID	Organization ID	008xxxxxxxxxxxxx

Full Access uses your actual Bill.com user credentials. Ensure your account has the appropriate permissions for the operations you need to perform.

Reference: Bill.com AP/AR Token-Based Sign In Documentation | Bill.com Keys and Tokens

What You Can Do

Accounts Payable (AP)

Manage vendors, create and track bills, process payments, recurring bills

Accounts Receivable (AR)

Manage customers, create invoices, charge customers, track payments received

Banking & GL

View bank accounts, chart of accounts, departments, locations, and more

User Management

Create, update, and manage users (Full Access only)

Use Cases

Vendor Management

• Vendor Creation: Add new vendors with complete profile information
• Vendor Updates: Modify vendor details, contact information, and status
• Vendor Search: Find vendors by name, status, or other criteria
• Vendor Tracking: Monitor active vendors and their payment history

Bill Processing

• Bill Entry: Create bills from vendor invoices with line items and due dates
• Bill Tracking: Monitor open bills, scheduled payments, and payment status
• Bill Updates: Modify bill amounts, due dates, or line item details
• Bill Organization: Filter bills by status, vendor, or date range

Payment Operations

• Payment Creation: Schedule payments for single or multiple bills
• Payment Tracking: Monitor payment status from scheduled to completed
• Payment Cancellation: Cancel scheduled payments before processing
• Payment History: Review completed payments and their associated bills

Customer & Invoice Management

• Customer Profiles: Create and manage customer records
• Invoice Creation: Generate invoices with line items and payment terms
• Invoice Delivery: Send invoices directly to customers via email
• Revenue Tracking: Monitor invoices by status, customer, or date

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Available Tools (91)

All tools support the complete Bill.com AP/AR API workflow. Some tools are only available with Full Access credentials - these are marked accordingly.

Vendor Management (4 tools)

Complete vendor lifecycle management for accounts payable.

list_vendors

List all vendors with optional filtering by name and active status

• Parameters: limit, offset, name, isActive
• Use Cases: Find active vendors, search by name, pagination

get_vendor

Get detailed information about a specific vendor by ID

• Parameters: id (required)
• Returns: Complete vendor profile with contact details

create_vendor

Create a new vendor with contact and payment information

• Parameters: name (required), email, phone, address, accountNumber, taxId, isActive
• Use Cases: Add new suppliers, onboard payment recipients

update_vendor

Update existing vendor information

• Parameters: id (required), name, email, phone, address, accountNumber, taxId, isActive
• Use Cases: Update contact info, change vendor status

Bill Management (5 tools)

Complete bill tracking and management for accounts payable.

list_bills

List bills with filtering by status, vendor, and date range

• Parameters: limit, offset, status, vendorId, startDate, endDate
• Statuses: draft, open, scheduled, paid, void

get_bill

Get detailed information about a specific bill including line items

• Parameters: id (required)
• Returns: Complete bill details with line items and totals

create_bill

Create a new bill for a vendor with line items

• Parameters: vendorId (required), invoiceNumber, invoiceDate (required), dueDate (required), lineItems (required), description
• Use Cases: Record vendor invoices, schedule payments

update_bill

Update existing bill details

• Parameters: id (required), invoiceNumber, invoiceDate, dueDate, lineItems, description
• Use Cases: Modify amounts, update due dates

Payment Operations (5 tools)

Payment processing and tracking for vendor payments.

list_payments

List payments with filtering by status, vendor, and date range

• Parameters: limit, offset, status, vendorId, startDate, endDate
• Statuses: scheduled, processing, completed, cancelled, failed

get_payment

Get detailed information about a specific payment

• Parameters: id (required)
• Returns: Payment details, status, and associated bills

create_payment

Create a new payment for a vendor

• Parameters: vendorId (required), amount (required), processDate (required), description, billIds
• Use Cases: Schedule vendor payments, pay multiple bills

cancel_payment

Cancel a scheduled payment before it processes

• Parameters: id (required)
• Use Cases: Stop payments, correct payment errors

Customer Management (3 tools)

Customer records and accounts receivable operations.

list_customers

List all customers with optional filtering

• Parameters: limit, offset, name, isActive
• Use Cases: Find active customers, search by name

get_customer

Get detailed information about a specific customer

• Parameters: id (required)
• Returns: Complete customer profile and contact details

create_customer

Create a new customer record

• Parameters: name (required), email, phone, address, taxId, isActive
• Use Cases: Add new customers, onboard clients

Invoice Management (4 tools)

Invoice creation and management for accounts receivable.

list_invoices

List invoices with filtering by status, customer, and date

• Parameters: limit, offset, status, customerId, startDate, endDate
• Statuses: draft, sent, viewed, partiallyPaid, paid, void

get_invoice

Get detailed information about a specific invoice

• Parameters: id (required)
• Returns: Invoice details with line items and payment status

create_invoice

Create a new invoice for a customer

• Parameters: customerId (required), invoiceDate (required), dueDate (required), lineItems (required), invoiceNumber, description
• Use Cases: Bill customers, track receivables

send_invoice

Send an invoice to the customer via email

• Parameters: id (required), emailMessage
• Use Cases: Deliver invoices, send payment reminders

Banking (2 tools)

Bank account information for payment processing.

list_bank_accounts

List all bank accounts with optional filtering

• Parameters: limit, offset, isActive
• Use Cases: View available accounts for payments

get_bank_account

Get detailed information about a specific bank account

• Parameters: id (required)
• Returns: Account details and status

Example Workflows

Create and Pay a Vendor Bill

1. "Create a vendor named Acme Supplies with email [e-mail]"
2. "Create a bill for Acme Supplies dated 2025-11-20, due 2025-12-20, with a line item for Office Supplies at $500"
3. "Schedule a payment for Acme Supplies for $500 to process on 2025-12-15"

Customer Invoice Workflow

1. "Create a customer named ABC Corporation with email [e-mail]"
2. "Create an invoice for ABC Corporation dated today, due in 30 days, with consulting services for $5000"
3. "Send the invoice to ABC Corporation with a message thanking them for their business"

Monthly Bill Review

1. "List all open bills"
2. "Show me bills due in the next 7 days"
3. "Create payments for all bills due this week"

For more details about Bill.com’s API, visit the Bill.com Developer Portal.

Troubleshooting

Authentication Errors

Problem: “Invalid credentials” or “Authentication failed”

Solutions for Sync Token:

• Verify your Developer Key is correct
• Ensure the Sync Token name and value match exactly
• Confirm the Organization ID starts with 008
• Check that you’re using sandbox credentials for the sandbox environment

Solutions for Full Access:

• Verify your Bill.com email and password are correct
• Ensure your Developer Key matches the environment (sandbox vs production)
• Confirm your Bill.com user account has API access enabled
• Check if MFA is enabled on your account (may block API access)

Developer Key Invalid (BDC_1102)

Problem: “Developer key is invalid” error

Solutions:

• Developer keys are environment-specific - sandbox keys only work with sandbox, production keys only work with production
• Verify you’re using the correct environment setting
• Try regenerating your Developer Key in Bill.com settings
• Check if your API access subscription is active

Missing Permissions / Operation Not Available

Problem: “Access denied”, “Insufficient permissions”, or operation fails

Solutions:

• Some operations require Full Access credentials (not Sync Token)
• Operations requiring Full Access include: payments, voiding, sending invoices, charging customers, user management
• If using Sync Token and need these features, switch to Full Access credentials
• Verify your Bill.com user account has the required permissions