BILLY

Add, edit, archive or search your clients in BILLY

Managing my clients from the Invoicing tab

All the settings for a quote or an invoice are centralised in one place.

Settings for a quote or an invoice

Lionel ROSU

Xavier PONCELET

Manage all your income easily, whether via an invoice, a Peppol electronic invoice, or a receipt.

Invoicing and revenue

The different steps to easily create an invoice in BILLY

How to create an invoice in BILLY?

In this article, we explain how to create an invoice for an individual client

Invoicing an individual client

In this article, we explain how to create an invoice for a business client.

Invoicing a business client

This article explains how to duplicate an invoice using the BILLY invoicing tool.

Duplicate an invoice

This article explains how to cancel an invoice using the BILLY invoicing tool.

Cancel an invoice (Credit note)

Invoicing a deposit or advance payment

This article explains how to invoice copyright income and the specific features for sole proprietors.

How to invoice copyright income?

Creation and management of invoices and quotes

What is Peppol electronic invoicing?

Find out who electronic invoicing applies to and the specifics for your profession.

Who is subject to Peppol electronic invoicing?

Explanation of how Peppol works to send your electronic invoices in just a few clicks

Send an invoice via Peppol with BILLY

Find out everything about registering with an access point on BILLY, for sending or receiving

How to register on Peppol via BILLY?

Explanation of how Peppol works for receiving your electronic invoices

How to receive an invoice via Peppol with BILLY?

If you disagree with an invoice, how should you proceed? Has anything changed compared to before Peppol?

How to dispute an invoice received via Peppol?

Peppol electronic invoicing

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

How do I create a receipt entry?

This article lists all the information that must appear in a receipts journal.

The receipts journal: explanations

Validating my income: the monthly revenue book

Revenues

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype integrations answer

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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