Plan availability:
Standard (up to 2 team members), Premium (up to 10 team members)
Roles explained
There are three roles in Billdu:
Owner - the person who created the account. Has full access to everything.
Manager - can see all documents, add team members, edit business details, and manage the subscription.
Employee - can only see and edit documents they created themselves. No access to settings or other users' documents.
Note: An Accountant is a separate role with different access. To invite an accountant, see Invite a bookkeeper or accountant.
How to add a team member
Go to Settings - My Team
Click on New team member
Enter the name and email address of the person you want to invite
Choose a role - Employee or Manager
Click on Invite
The person will receive an email invitation.
If they don't have a Billdu account yet, they will be prompted to create one.
If they already have an account, they will get access immediately.
Good to know
In your invoice list, you can see which team member created each document.
Each team member can add their own signature under Settings - My Team.
If you need more than 10 team members (Premium limit), contact our support team.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.