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How do I create a recipe?

If you are a self-employed healthcare professional, then this article is for you.

Lionel ROSU avatar
Written by Lionel ROSU
Updated over a week ago

As a self-employed physiotherapist, speech therapist, psychologist, dentist, doctor, etc., you are obliged to fill in a revenue journal. BILLY can help you keep it in the correct form โœ…

๐Ÿ‘‰๐Ÿป Find out more about what a revenue journal is in accounting.

Adding a receipt

From a till (cash payment)

From the bank account

๐Ÿ’ณ By synchronising my bank account

By synchronising with your pro bank account, your transactions are retrieved from BILLY. We analyse and categorise them automatically, so you don't have to do much faire๐Ÿ‘Œ๐Ÿป

Does a positive amount in the account automatically mean it's a receipt? No, not always. Other types of transaction may be involved, for example :

  • Amount reimbursed by a supplier and therefore linked to an expense (credit note on purchase),

  • Amounts paid into or withdrawn from your private account,

  • Amount received from a social insurance fund for the self-employed as reimbursement of social security contributions.

๐Ÿ–‹๏ธ Manually

If you have not activated bank synchronisation, you can still add a bank receipt manually. Go to the "Income" tab and click on "Add". When synchronisation is not activated, you can add a transaction manually.

Modifying a receipt

If you make a mistake, simply click on the transaction line and change the category. BILLY will retain this category if a payment comes in again from the same sender.

Categorise other transactions

BILLY lets you categorise all your payments, not just the positive amounts. Your bank account then becomes a guide so you don't forget anything in your accounts. Find out more about categorising transactions.

If you have any further questions, don't hesitate to get back to us via the live-chat at the bottom right! ๐Ÿ˜Š

See you soon ๐Ÿ‘‹

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