Getting started

Welcome to Billy’s support center! First off, we want to thank you for choosing Billy. We hope that you find all of the resources you need to help build the business of your dreams in our support center.

Now, let’s get started. Below we have different kinds of articles we’ve prepared for you that are grouped by the most common needs of entrepreneurs. Most companies can start using Billy right out of the gate with minimal configuration. However there are a couple of settings that we’ve found make Billy even easier to use when configured at the very beginning.

Initial Setup


In this section, we’ll cover some of the basics of getting started using Billy. While these steps aren’t required for using Billy, they will help you get started with adding your logo and contact information to invoices you send to clients.

Adding your Logo and Icon


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. In the top right, you’ll see the ‘Logo’ box, where you can click to upload your company’s logo. Click the hyperlinked words, ‘Upload your logo’ and you’ll be asked to select the image you’d like to upload from your device.



Once the image is uploaded, it’s automatically saved into Billy. You can always click the text that says, “Change” right below your logo to upload a new image. The logo you add here will be automatically added all invoices created using Billy.

You’ll notice that your ‘Organization Icon’ in the field below was also updated. If your organization doesn’t have an icon, Billy will use the logo you just uploaded instead. However, if you’d like to upload an icon that is different from your logo, follow the next step.

3) To add your company’s icon, click the text, “Change” as marked in the picture below. You’ll be asked to select an icon from your computer that will be uploaded to Billy.



The icon you add here will by visible on the left-hand menu bar next to your organization name.

Removing or Editing your Logo and Icon


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. To remove or change your logo (1) or icon (2), simply click the text that says ‘Remove’ or ‘Change’ next to the image you’d like to remove.



Changes made to your logo will be reflected on all invoices, both past and future.

3) If you are removing your logo or icon, it’s important to remember to click the green ‘Save’ button in the top right corner. Changes to your logo or icon are saved automatically.

Adding your Contact Information


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. Here you can add or edit your contact information.



This information will be printed on all of your invoices, both past and future. The following list gives a brief description of each field and its purpose:

1) Name: This is the organization name you provided when setting up your Billy account.
2) Country: This is the country you provided when setting up your Billy account. Currently, Billy does not allow users to change their country.
3) State: This is the U.S. State or district in which your business is located.
4) Street: Street address at which your business is located.
5) ZIP Code: 5-digit USPS ZIP code.
6) City: City in which your business is located.
7) Tax ID: This is a federally supplied identification number that is unique to your business. This is typically provided by the IRS in the U.S.
8) Phone: This is the primary phone number at which you'd like your customers to contact you if they have any questions or feedback.
9) Fax: If you have a fax number, you can put it here.
10) Email: This is the email address that your customers will see on the invoices you send to them. The default value for this field is the email address you used to create your Billy account.


These settings will help you configure some of the basic financial and operational settings in Billy. While these aren’t required for use, you may find that these settings are necessary for financial reporting or helping your day-to-day workflow.

Default Payment Terms


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. Click on ‘App Settings’ on the Settings Menu bar.



3) You’ll see the “Default payment terms” dialogue box right below the “Invoice settings” in the center of the window. Here you can adjust the payment terms that will show up when you create a new invoice. The default value for this field is Net 7.



Be sure to click ‘Save’ in the top right corner of the window after you’ve made any changes. Please note that any changes made to these settings will not affect invoices that have already been created or sent.

Set Invoice Numbers


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. Click on ‘App Settings’ on the Settings Menu bar.



3) You’ll find the invoice number settings under the ‘Invoice settings’ header in the center of the app. Here you can choose whether you’d like your invoices to be numbered sequentially (Billy determines next invoice number) or with manual input (you choose invoice number).



Be sure to save your changes by clicking ‘Save’ in the top right of the window. Please note that changes to these settings will not affect any invoices that have already been created or sent.

4) If you’ve selected ‘Sequential’ as your invoice numbering method, you can set the beginning number for your next invoices. Some customers require invoice numbers to be 10 digits, so you could set your next invoice number to 1000000000 to meet this requirement.

Attachment Delivery Mode


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. Click on ‘App Settings’ on the Settings Menu bar.



3) You’ll find the ‘Attachment delivery mode’ settings under the ‘Invoice settings’ header in the center of the window. Here you can change how your customers will receive your invoices.

Customer portal link: A copy of the invoice will be sent to your customer’s email that you provided. They will receive an email that looks like this:



Once your customer clicks the ‘View invoice’ button, they will be taken to the “Customer Portal”. From the Customer Portal, your customers can view the invoice you just sent them, and all other outstanding invoices they may have. They also have the option of saving the invoice as a PDF or printing it directly from their browser.



Email attachment: You can also tell Billy to send the invoice directly to your customer as a PDF in an email attachment. Your customers will still be able to access the Customer portal, but will not have to do so to download a PDF of your invoice.

Email Receipts to Billy


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. Click on ‘App Settings’ on the Settings Menu bar.



3) On the right side of the window, you’ll see a long email address under the ‘Bill settings’ heading. Any emails with attachments forwarded to this address will automatically be entered as new bills in the ‘Bills’ section of Billy.



Please note that emails sent to this address without an attachment will not be added as bills. Attachments must be a PDF or an image that is at least 250x250.

Pro-Tip: Save this email address in your email contacts so you can quickly forward bills you receive via email to Billy. If you receive bills by email regularly, you can set up autoforwarding through your email client to automatically send bills to Billy as well.

Define Your Fiscal Settings


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. Click on the ‘Fiscal settings’ section of the Settings Menu bar.



3) From this menu, you can enter your fiscal year information in the dropdown boxes provided. Most businesses in the U.S. tend to operate on a ‘Calendar Year’, meaning tax is payed based on income collected and expenses incurred between January 1st and December 31st of a given year.



Make sure to save your changes by clicking the ‘Save’ button on the top right.

Lock Date: This feature allows you to restrict edits to transactions made in prior fiscal years. Once you pay taxes on your profits for a given tax year, it is generally unwise to alter the details of transactions without a specific business purpose. Locking transactions from prior tax years allows you to ensure that prior transactions don’t get accidentally modified.

Inviting and Removing your Co-workers and Accountant


1) Navigate to the ‘Settings’ menu in the bottom left corner of your window.



2) You will be brought to the ‘Organization’ section of ‘Settings’. Click on the ‘Users’ section of the Settings Menu bar.



3) Here you can invite your colleagues or your accountant to access your organization in Billy. Your invitees will receive an email where they can create a new Billy account or sign into an existing account and join your organization.

4) Once your colleague or accountant has accepted their invitation and signed in, they will appear in the user list at the top of the window. If you ever want to remove them from your organization, you can click the ‘X’ in the top right corner next to their name.



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Billy Invoicing Tool - Support Team
  • (800) 241-7365