Billdu

First things first

Invoicing 

Getting started...

Enter your business details which will appear on your documents.

Set up business details

How to add a logo

Add colleagues or your accountant to your Billdu account so they can access and work with your documents.

Invite a team member or accountant

Enable payment options

Change default settings such as color, layout and template. Hide, show or rename documents, rename labels and change texts

Choose a template

Change your vat, tax settings (IRPF, HST) or fiscal year

VAT and tax

Supplier validation (your Business Profile)

How to add a signature

Add a new mobile device

Set up your business 

This article covers all the ways you can create an invoice in Billdu - from scratch.

Create an invoice

This article explains how to create a quote or estimate in Billdu. The two document types work the same way - a quote indicates fixed costs, while an estimate is…

Create an estimate/quote

This article explains how to record a payment on an invoice - including full payments, partial payments, bulk payments across multiple invoices, and how to remove a payment if needed.

Add payment/Mark an invoice as paid

Create documents - invoices, estimates, quotes, ...

This article explains how to add a new client to Billdu, what details you can store, and how to edit them later.

Add a client

Edit client

Delete client

Shipping address

Client validation (your customer)

Clients

Create expense

Save received bills, incoming invoices and PDF files to your expenses

Incoming invoices and bills

How to create and configure recurring expenses

Recurring Expenses

Expenses

Preview an invoice

Different ways to send documents

Print an invoice

Email an invoice

Share an invoice by sending an online link or PDF

Share an invoice

Save and download a document as a PDF file. Send with Whatsapp or any other app.

Save as PDF

This article explains how to preview an invoice before sending it, and how to send it to your client - by email, shared link, PDF, or print.

Preview and send an invoice

This article explains how to save an invoice as a PDF file or print it - on both the mobile app and the website.

Print or download your invoice as a PDF

Sending and sharing

This article explains how to add products and services to Billdu so you can quickly select them when creating invoices and other documents.

Add items or services

Products and services

Estimate/Quote switch

Collections

How to add images and pictures to documents

How to add images

Display or hide invoice details

Numbering

How to change a company ID, tax or vat IT

Business and tax identificators

Decimal places and rounding

Offline mode

Local Settings - Date format

How can I fix layout issues in quotes or invoices caused by long item descriptions?

Settings and template settings 

Pro forma, quote, estimate, purchase order, credit note and delivery note

Document types and differences

Create an invoice from estimate, quote, order or proforma invoice

Create invoices from other documents

How to create a credit note from an invoice or from scratch

Create credit notes

Create a new delivery note or from other documents

Create delivery note

Tax invoice

How to accept an estimate/quote

Duplicate an invoice from a previous invoice

Duplicate invoices

Client’s signature

Get notifications on mobile devices and on the website

Notifications

Discount

Thank-you messages

How to create, set and send recurring invoices

Recurring Invoices

Export several invoices, add multiple payments or delete clients by using the box checkers

Mass actions and bulk operations

History and events

Create and email Statements for your clients

Statements

Automatic reminders

Information on a bookkeeper/accountant account

Accountant's account

Filtering, Search and Sorting

Import

Set the beginning of your tax year or fiscal year

Fiscal year

Export invoices, clients and items to XLS, CSV or PDF files

Mass export

Cash Receipt

How to create documents from other documents (invoice from quote, delivery note from invoice, cash receipt, etc.)

The "Create" button

Overview

Send reminders to clients for due invoices

Reminders

Brisk and bulk upload of your expenses, bills and receipts

Fast and mass expense upload

Deposit request

How to connect and integrate your Xero Account to Billdu

Integrating with Xero

Statistics and reports

Features and Tools

Let customers request a quote or estimate for your services

Quote request

Quote Request

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.