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 in Settings > Store details. The new information updates 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 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 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 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 Import Bills > Sync 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.

Connect Stocky to Shopify Bill Pay

If you use the Stocky app to manage inventory for your store, then you can connect Stocky to Shopify Bill Pay to turn your open purchase orders from Stocky into bills in Shopify Bill Pay. This reduces the amount of manual work you have to do when managing purchase orders, invoices, and bills in your payables process. When you connect your QuickBooks Online account to Bill Pay, your bills created from Stocky purchase orders sync to QuickBooks automatically.

Note

The option to connect Stocky to Shopify Bill Pay is available only when you have the Stocky app installed in your Shopify admin.

Steps:

1. From the Stocky app, go to Preferences > API access.
2. If you've never generated an API key before, then click Generate new API key.
3. Copy the Current key. This is your Stocky API access key.
4. From your Shopify admin, go to Finances > Bill Pay.
5. Click Import bills > Create bills from Stocky.
6. Paste your Stocky API access key into the API access key field, and then click Continue. You only need to paste your Stocky API access key the first time you connect Shopify Bill Pay to Stocky.
7. Select the purchase orders that you want to turn into bills, and then click Create bills.

Learn more about adding bills through Stocky.

Connect your Gmail inbox to Shopify Bill Pay

If you use a Google email address to manage your business emails, then you can connect it to Shopify Bill Pay in order to automatically import your due invoices from your Gmail inbox into Shopify Bill Pay. This saves time and manual work when managing the invoices that you receive from vendors and suppliers, as you no longer have to manually type in or download the invoice information that's sent from suppliers to Shopify Bill Pay when you want to schedule your payments.

After being connected, Shopify Bill Pay regularly scans your Gmail inbox for invoices sent from vendors with file attachments. Shopify Bill Pay doesn’t import or have access to other items in your inbox.

Note

Occasionally, Gmail's import sync might import an item that's irrelevant or unneeded, such as an invoice you already paid before syncing with Shopify Bill Pay, or an email that's similar to an invoice, but isn't. You can delete these items from Shopify Bill Pay as necessary.

Steps:

1. From your Shopify admin, go to Finances > Bill Pay.
2. Click Import bills > Import from Gmail.
3. Select the Google account that you want to connect to Bill Pay, and sign in.
4. Click Allow.

Loading can take 20-30 seconds depending on how many invoices you have in your connected inbox. Bills that are added through Gmail are displayed in your Bill Pay inbox with Gmail listed as the origin.

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 Manage Bill Pay.
3. In the Email notifications section, 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.