Setting up Shopify Bill Pay

After you install Shopify Bill Pay, you can enter your business information, set up your payment methods and payment preferences, and connect a QuickBooks account.

Entering your business information

The first time that you access Shopify Bill Pay, you might be prompted to enter in your business's information.

If you need to adjust your business information later, then you can edit your store information directly in your Shopify account, and the new information will update in your Shopify Bill Pay account as well.

Add a bank account

When you connect a bank account, Shopify Bill Pay first needs to verify the account. You can verify using the Plaid service, or through micro deposits.

Verifying your account with Plaid lets you verify your bank account instantly and begin paying bills right away.

The micro-deposit method involves Shopify Bill Pay sending two deposits of under $1 USD to your bank account. Micro-deposits can take 1-2 business days to reach your bank account. After they reach your account, you're sent an email to verify the amounts that were sent. After you verify them, your bank account becomes verified and can be used to pay bills. The micro-deposits are then debited from your account within 1-2 business days.

Steps:

1. From your Shopify admin, go to Finances > Bill Pay.
2. Click More actions > Manage Bill Pay.
3. In Your payment methods, click Add payment method.
4. Click Bank account.
5. Verify your bank account using one of the following methods:
   • Connect instantly using Plaid - Click Connect instantly and follow the Plaid connection prompts to connect your account.
   • Verify with micro-deposits - Click Verify with micro-deposits, enter your bank account details, and then click Start verification.

Add a credit or debit card

Credit or debit cards must be commercial, business, or corporate cards to be added as a payment method in Shopify Bill Pay.

Steps:

1. From your Shopify admin, go to Finances > Bill Pay.
2. Click More actions > Manage Bill Pay.
3. In Your payment methods, click Add payment method.
4. Click Credit or debit card.
5. Enter the card's details, and then click Add details.

If you're having trouble adding a card, review the troubleshooting steps.

Delete a payment method

If you no longer use a payment method, then you can delete it. You can't delete a payment method if payments are scheduled to be taken from it. First, cancel any scheduled payments using the payment method, and then delete the payment method.

Steps:

1. From your Shopify admin, go to Finances > Bill Pay.
2. Click More actions > Manage Bill Pay.
3. In the Your payment methods section next to the payment method, click the ... button.
4. Click Delete, and then click Delete.

Connect a QuickBooks Online account

You can sync your QuickBooks Online account so that bills are automatically added to your Shopify Bill Pay account. Syncing with QuickBooks also syncs your vendor list for any unpaid bills. For each vendor that has an unpaid bill that is synced to Shopify Bill Pay, a vendor profile is created in your Shopify Bill Pay account.

Changes you make to vendors in your Shopify Bill Pay are also synced back to QuickBooks online.

After you connect your account, within a few minutes, bills from the last 60 days are synced.

Steps:

1. From your Shopify admin, click Finances > Bill Pay.
2. Click More actions > Connect to QuickBooks Online.
3. In the dialog box, log in to your QuickBooks Online account and complete the connection.

After your QuickBooks account is connected, bills are synced every two hours. You can also click Sync now in the Account integrations section in the Manage Bill Pay page.

Choose email notifications

All email notifications from Shopify Bill Pay go to your account owner email address found in your Shopify account settings.

You can choose to be notified for the following events:

• Payment scheduled - You receive an email whenever a payment is scheduled.
• Status updated for scheduled payment - You receive an email whenever the status of a scheduled payment changes.
• Bill is due - You receive an email both five calendar days and one calendar day before a bill is due.
• Receipt for payment fees - You receive an email containing a receipt of any fees charged for processing a payment.

Steps:

1. From your Shopify admin, click Finances > Bill Pay.
2. Click More actions > Manage Bill Pay.
3. In Email notifications, select or clear the email notifications that you want to receive.

Adding vendors

If you pay a bill for a vendor that doesn't yet have a vendor profile in your Shopify Bill Pay account, then a new vendor profile is created for that vendor. However, you can also create a vendor profiles before paying a bill to speed up the bill paying process.