✅ Prerequisites
Before proceeding, ensure the following:
Your bank account is already added and verified in your Bill.com account.
You have admin access to ProcureDesk.
You have credentials (username and password) for your Bill.com account.
🔐 Steps to Configure Payment Integration
1. Log into ProcureDesk
Open ProcureDesk in your browser and log in.
2. Switch to Admin Mode
In the top navigation bar or user menu, switch to the Admin side of the application.
3. Navigate to Payment Integration Settings
Go to:
General Settings → Configurations → Payment Integrations
4. Edit the Payment Integration
You will see an entry here.
Click Edit (pencil icon) next to the integration entry under Actions.
5. Enter Required Details
In the edit form:
Name: Enter your full name (ignore if already entered).
Email: Enter the email associated with your Bill.com account.
Password: Enter the password you use for logging into Bill.com.
⚠️ Important:
Do not modify the Org ID field — this is pre-filled and fetched automatically from Bill.com.
Only update your Name, Email, and Password fields.
6. Save the Changes
Click on Update Payment Integration to save your changes.
📞 Next Steps
After completing the above:
Notify your internal ProcureDesk contact (or the implementation team).
They will take care of the remaining configuration steps and schedule a call with you to demonstrate how everything works.