BILLY makes invoicing easy! Create and send professional invoices in no time 🚀 Your invoices are automatically recorded in your accounts. Follow the guide:
To get started, click the + button and then "Create a sale":
A new page opens and you can start creating your invoice. A 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, a colour change confirms it has been validated.
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 appear on every invoice, giving your invoices a personal touch 😎
Does your client require a specific reference? You can add one 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 and 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 drop-down list.
You can also create a new client. Learn how 👨🏫 whether you're invoicing other businesses or private clients.
Has your client changed their name or do their details need updating? You can edit their information using the "Edit client" button.
3️⃣ Lines
Lines let you detail your services 👩🔬 👨🎓 👨💻 You can create several, to separate items that belong to different categories, have different VAT treatments, or simply to describe the work carried out 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 choice of VAT rates and special treatments adapted to the nature and nationality of your client.
The category matters a lot 👇
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 returns, you cannot select a date that falls within an already-filed quarter. You also cannot choose a date in the future.
To keep your accounts up to date, we recommend creating your invoices regularly, dating them in the month when the services were performed.
📕 From a VAT perspective, the 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 term you require from your client. By default, BILLY suggests a 30-day payment term from the invoice date. You can change this by clicking "Edit due date".
What date should I use for services performed in August if it's now 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 want to pass on a message or note 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.
🆕 New: send by email
You can now send your invoice directly by email to your client, in just one click 📧
Simply add their email address and the message you want to include in the body of the email. As soon as you tick "yes" for the Email option, a preview automatically appears on the right of your screen, so you can check everything looks perfect before sending ✅
Finalise the invoice
Once all the steps are done, all that's left is to finalise the invoice! 🏁
When finalising, 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 the invoice. The invoice will then be:
Sent directly to your accounts. Your income will be updated in real time 📈
Downloaded locally, so you can share it with whoever you need to 📧
Once the invoice is validated, it will appear in the "Income" tab. You can then duplicate it or cancel it very easily.
Any questions? Send us a message via the chat at the bottom right of your app 🙂
See you soon 😄