Everyday Billing

This section covers your day-to-day billing tasks. From creating invoices and subscriptions to recording payments and tracking expenses, everything is designed to be straightforward so you can focus on your work, not your paperwork.

Clients

Add new clients or update existing details

  1. click the Clients nav item in the sidebar

  2. click the + New Client button

  3. fill in the details

  4. click the Create button at the bottom of the page

View your client's full invoice history, existing subscriptions and payments

  1. click the Clients nav item in the sidebar

  2. click any of the clients you wish to view

  3. scroll to the bottom of the Edit Client page to view all the client's invoices, subscriptions and payments

Allow your clients to securely access their invoices and update billing information

  1. click the Clients nav item in the sidebar

  2. click any of the clients in need of client area access

  3. scroll down a bit and set your client's Portal Password in the Client Portal Access section of the page

  4. click the Save Changes button at the bottom of the Client record

  5. send your clients an email with the client portal info:

    • Client Area Address: https://billing.yourdomain.com/client (your address will differ based on your actual domain name, of course)

    • Email address: is whatever email address you have stored for your client

    • Password: the password you set for the client

NOTE: Your client's password will not be visible to you, and it won't load the next time you view the client. This is so that you don't change their password by accident when, for example, updating their billing details.

Invoicing

Create one-off invoices quickly

  1. click the Invoices nav item in the sidebar

  2. click the + New Invoice button

  3. Select Client from the dropdown menu (please note that the client must already exist, an inline new client option is coming soon though)

  4. in the Invoice Details section, the Issue Date will be set to today (can be changed), the Due Date will be calculated based on the Payment Terms (which is set for each client but can be overridden if needed), the currency will be set automatically based on the client preferences (can be changed though); Subtotal, Tax Amount, Total and Balance are calculated automatically based on the invoice line items you add in the Invoice Items section

  5. add invoice line items in the Invoice Items section, set their Quantity, Unit Price and Tax Rate (if different from your defaults); the Total field will be calculated automatically

  6. to add another invoice line item, click the Add Item button and repeat point 5

  7. add specific terms and conditions into the Terms & Conditions section if needed - if left blank, default terms and conditions content (set in Invoice Settings) will be applied on the invoice

  8. click the Create button at the bottom of the page

Record manual payments when needed

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Send invoices with built-in email templates and reminders

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Batch export PDFs for accounting or records

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