As a self-employed physiotherapist, speech therapist, psychologist, dentist, doctor,... operating as a sole proprietorship, you are required to keep a receipts journal. BILLY helps you maintain it in a compliant way ✅
👉🏻 Learn more about what a receipts journal is in accounting.
Add a receipt entry
From a cash register (cash payment)
From the bank account
💳 Via my bank account synchronisation
Thanks to synchronisation with your professional bank account, your transactions are retrieved in BILLY. We analyse and categorise them automatically, so you have almost nothing left to do 👌🏻
Is a positive amount on the account automatically a receipt? No, not always. It may relate to other types of transactions, for example:
An amount reimbursed by a supplier and therefore linked to an expense (purchase credit note),
An amount deposited or withdrawn from your personal account,
An amount received from a social insurance fund for the self-employed as a reimbursement of social contributions.
🖋️ Manually
If you have not activated bank synchronisation, you can still add a bank receipt entry manually. Go to the "Income" tab and click "Add". When synchronisation is not activated, you can add a transaction manually.
Edit a receipt entry
In case of an error, you can simply click on the transaction line and change the category. BILLY will remember this category if a payment comes in again from the same sender.
Categorise other transactions
BILLY allows you to categorise all your payments, not just positive amounts. Your bank account then becomes a guide to make sure nothing is missing in your accounting. Learn more via transaction categorisation.
For any further questions, feel free to reach out via the live chat at the bottom right! 😊
See you soon 👋