Billdu

This article walks you through creating an invoice from scratch - step by step, on both the mobile app and the website.

Create your first invoice (step by step)

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

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

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

This section will guide you on how to create and send out your first invoices

Send your first invoice 

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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.

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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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