If you're considering using Bill.com for payments related to your DealRoom subscription, we've got you covered. Follow these simple steps to set up DealRoom as a vendor in Bill.com:
Log in to Bill.com.
Select Vendors from the left menu.
Click the Add vendor button in the top right corner.
In the box labeled Vendor name, enter any text (this won't matter because we will choose to add DealRoom manually).
Click Continue.
Scroll down and select Skip and Add Manually.
On the next page, opt for the option: No, Don't Use EPayments.
Choose between two options: Check or Bank Deposit.
Option 1: Paying by Check
Complete the form fields with the required information:
Note: Please enclose a printed copy of your Invoice PDF. Once received, checks are processed within 3 business days.
Option 2: Setting Up ACH or Bank Deposit
If you'd like to pay by ACH transfer or bank deposit, select the Bank Deposit option.
Input the Routing # and Account # located on the bottom left of the invoice received from us.
Once finished, click Save & Add Vendor.
If you encounter any questions or concerns during this process, whether setting up checks or bank deposits, please feel free to reach out to billing@dealroom.net, or contact your CSM or support team via in-platform chat or email at support@dealroom.net.