11. Bill pay
Overview
Bill Pay is a feature that allows you to translate an invoice directly into a Brex payment. You can upload invoices directly or have them automatically forwarded to Brex via email. Once we receive the invoice, our system uses AI to translate the form into a draft that you can review and schedule to be paid.
To learn more, view our Bill Pay overview Help Center article.
Set up bill pay account
You can use your Brex business account or connect an external bank account, from which we’ll pull funds to pay your bill. To do so, you would connect a bank account the same way you would to fund your Brex business account.
Prior to paying a bill, you can choose the correct bank account from the Account dropdown when you pay a bill.
When you are paying a bill, you can connect an external bank account through the flow. When choosing a funding source from the Account dropdown, click Add external account, instead. From here, you can either choose to connect the bank account using your sign-in credentials or account/routing number.
You’ll also want to review and update your approvals, ERP settings, and permissions for your bills through Bill pay settings panel in the Bills tab.
Create a bill pay spend limit
Before you start paying bills, we recommend first setting up a general Accounts Payable or Bill Pay spend limit if you have more than a few vendors.
Step 1: In your dashboard, go to Cards and Limits and click Create spend limit.
Step 2: Select Vendor Limit.
Step 3: Name: Add a recognizable name, like “Bill Pay.”
Step 4: Add in any employees who are likely to submit bill payments for approval, or who are in the approval chain.
Step 5: Set the limit amount to your company’s credit limit and click Limit flexibility > No hard limit. This will allow you to approve any transaction amount for bill payments.
Now, your Bill Pay spend limit will appear when you next pay a bill.
Pay your first bill
Step 1: You can upload an invoice by adding bills directly from Brex via the Bills tab > Pay a bill. You can drag and drop an invoice to auto-populate the form, or enter the details manually.
Step 2: Fill out the remaining information, the funding account, the date to send, and if it is recurring.
Step 3: AP clerks and user with drafter permission will be able to draft bills. Payments will be sent automatically on the date the bill payment is scheduled on so long as Admins and anyone with approver permissions will be able to review and approve the amount for bill payments.
TIP: You can also forward bills directly from your email to a unique Brex email address assigned to your account. Find the email address by going to the Bills tab > Add invoices. These invoices will appear under Drafts or Past due depending on the due date.
Note for internal teams: Bill Pay is changing significantly with Spring Release, we will look to make updates during the overhaul then
Global Bill Pay
If you have an entity outside of the U.S. and you would like to pay bills in local currency, you can do so either by sending a local currency wire from your Brex business account, or by selecting a local funding source.
If you would like to use a local bank account for your bill payments of an entity, follow the steps in this article to connect a local bank account to Brex.