BILLY makes invoicing easy! Create and send professional invoices in no time 🚀 Your invoices are directly recorded in your bookkeeping. Follow the guide:
To get started, click the + button and then "Create an invoice":
A new page opens and you can start creating your invoice. The preview of the invoice updates in real time on the right side of the screen.
The steps 📑 to complete your invoice are shown at the top of the screen. Once each step is completed, validation is indicated by a colour change.
For an invoice to be valid, all steps must be completed.
If one of the steps is not completed, you will not be able to finalise your invoice ⛔
Complete my invoice
1️⃣ Customisation
On first use, you can add your logo. It will then be included on every invoice. Your invoices will have your personal touch 😎
Does your client require a specific reference? You can indicate this by giving your invoice a title.
💡 The invoice number will be added automatically when you finalise the invoice.
You can also update your contact details via the "Edit my billing details" option. You can edit your email address as well as your postal address if it differs from your head office address (which is used by default).
2️⃣ Client
For convenience, use your client directory via a dropdown list.
You can also create a new client. Learn how to do it 👨🏫 if you invoice other businesses or individual clients.
Has your client changed their name or do their details need to be updated? You can edit their information via the "Edit client" button.
3️⃣ Lines
Lines allow you to detail your services 👩🔬 👨🎓 👨💻 You can create multiple lines, to separate items that belong to different categories, have different VAT treatments, or simply to describe the services performed in more detail.
For a line to be complete, you must fill in each field: description, category, unit price, quantity and VAT.
💡 BILLY offers a selection of VAT rates and special treatments adapted to the nature and nationality of your client.
The category is very important 👇
It affects VAT: categories have different VAT options. For example, no VAT is applied to a disbursement or deposit.
The category is also useful for tracking your sales in detail. Do you have two activities or two types of clients? We recommend using two different accounting categories. You can then view the breakdown on the dashboard page 📈
4️⃣ Date
Select the date of your invoice at this step 📅 When BILLY handles your VAT declarations, you cannot select a date that falls within an already declared quarter. You also cannot choose a date in the future.
To keep your records up to date, we recommend creating your invoices regularly, dating them in the month your services were performed.
📕 From a VAT perspective, legislation requires the invoice to be issued no later than the 15th day following the month in which the taxable event occurred.
The due date corresponds to the payment deadline you require from your client. By default, BILLY sets a payment term of 30 days from the invoice date. You can change this by clicking "Edit due date".
What date should I use for services performed in August if today is 3 September? Choose 31 August as the invoice date, not 3 September.
5️⃣ Options
A free comment can be added at the bottom of the invoice if you wish to pass on a message or instruction to your client.
BILLY includes default legal notices (better safe than sorry 🩹) but you can disable them. You can also add custom notices if you have any.
Finalise the invoice
All steps completed, all that's left is to finalise the invoice! 🏁
During finalisation, a summary of the information is displayed. You can still edit the invoice at this stage by clicking "Edit my invoice".
Everything in order? You can validate and close the invoice. The invoice will then be:
Sent directly to your bookkeeping. Your income will be updated in real time 📈
Downloaded so you can send it to your client 📧
Once the invoice is validated, it will appear in the "Income" tab. You can then duplicate it or cancel it very easily.
Any questions? Write to us in the chat at the bottom right of your application 🙂
See you soon 😄