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Frequently asked questions & Knowledgebase

Getting started

Set up supplier details
How to add or modify your company details.
WEB
  • Click on Settings section
  • Click on My companies
  • Click on the name of the company you want to edit
  • A window with all your company details appears
  • Enter, change or fill any relevant data. You can also add a logo and payment details here (bank details and PayPal email)
  • If you need tax on your invoices, please select the company type as VAT Payer
  • Click on Save when ready
MOBILE
  • Select Settings
  • Select My companies
  • Select the name of the company you want to edit
  • Your company details appear
  • Enter, change or fill any relevant data. You can also add a logo, signature and payment details here (bank details and PayPal email)
  • If you need tax on your invoices, please select the company type as VAT Payer
  • Click on Save when ready
note: It is important to enter your company details correctly. All information will be displayed on invoices and estimates created AFTER saving the settings. When you log into Billdu for the first time, the application automatically redirects you to the supplier details section.
Set up Payment options

WEB
  • Click on Settings section
  • Click on My companies
  • Click on the name of the company you want to edit
  • A window with all your company details appears
  • Click on Payment options
  • Here you can enter account holder name, bank name and account number as well as your PayPal email.
  • Your bank details will appear on every invoice. Your PayPal email will be used in an online invoice when you want to have your invoices paid by PayPal or debit/credit card.
  • Click on Save
MOBILE
  • Select Settings
  • Select My companies
  • Select the name of the company you want to edit
  • Your company details appear
  • Select Payment options on the bottom of the list
  • Select Bank details or PayPal
  • Enter, change or fill any relevant data.
  • Go Back and Click on Save when ready
note: In case of two bank accounts both will appear on the bottom of the invoice but only the first account will appear in the color strip. You can edit displayed bank accounts in the Client's Default settings.
If you enter your PayPal email here your customers will be able to pay an online invoice directly with a PayPal account or with credit/debit card. The online invoice is accessible via the link which is sent with a PDF file.
Customize your invoice
How to add a logo and a signature.
WEB
  • Go to Settings
  • Click on My companies
  • Click on the name of your company
  • Buttons to upload pictures with your logo and signature are at the bottom
  • Note: The size of your logo on the invoice depends on the picures' size and dimensions.
    A pictures has to be in JPG, PNG or GIF format, and max. 2MB.
MOBILE
  • Select Settings
  • Select My companies
  • Select the name of the company you want to edit
  • Your company details appear
  • Select Logo (on the bottom of the list)
  • Select Insert image from camera roll
  • Choose an image
  • Go back
  • Tap on Signature
  • Tap on Insert image or Sign by finger
  • If you click Insert image then choose a picture from your mobile device If you choose Sign by finger then make a signature with your finger and click done
  • Go back
  • Click on Save
Create first invoice
WEB
  • Go to Documents and select Invoices
  • Click on New invoice
  • Select Client and create a new client. Then select it from the list
  • Insert an Item
  • Set issue date and due date
  • To use more features click on More options
  • Enter Introduction text and a Note
  • When you have your invoice ready, click Save
  • A preview of your invoice appears. Now you can edit, duplicate, send, download and delete the invoice with icons on the top. Click on Create to create another document from the invoice or payment receipt
MOBILE
  • Select Documents
  • Tap on + in the right upper corner
  • A new window appears
  • Select Clients
  • Enter a new client, choose from list or tap on the head icon (right upper corner) to choose from your contact list. All newly created clients will be saved to your Client list and you can use it in the next invoice
  • Select Save
  • Select Items
  • Either fill all necessary information like price and quantity or choose from product list
  • Select Save
  • Add pictures to your invoice by clicking on the paperclip icon
    • Select an image from the gallery or take a picture
    • If a message appears that "Billu requiress access to your camera or gallery" then click OK
    • Enter image name and description
    • Save
    • Now you can add another picture or return to your invoice
  • Select More details if necessary. Here you can change dates, inv. number or discount
    • If you have your PayPal address added under Settings - My companies, your customers can pay your online invoice directly via PayPal or credit/debit card
  • You can also change the invoice color, currency, language or add some accompanying text
  • You can now preview your invoice, change layout and color
  • note: An invoice will automatically get a number only if an internet connection is active
Set up clients
WEB
  • Click on Client in the main menu
  • Click on the New client button
  • Enter client details into all required fields
  • Company reg. no. descriptor will change according to selected country
  • Enter Shipping address if necessary by clicking on Ship to
  • In the Default settings set Discount, Due date, Payment type, Delivery date, Currency, Language, Payment options and Notes. Those settings will be used when creating an invoice
  • Enter an email address for a convenient invoice sending later
  • Click on Save client when ready
MOBILE
  • In the main menu tap on Clients icon
  • Tap on + in the upper right corner
  • A new screen appears
  • If you have your client's details in your phone, tap on the “blue head” icon in the Billing name row and select from your contact list
  • Enter all necessary details as country, address, contact, tax number etc.
  • Enter an email address for a convenient invoice sending later
  • Click on Save
Products and Items
WEB
  • Click on Product
  • Click on New item
  • Enter all required fields
  • Click on Track inventory level if needed and enter the number of items on stock
  • Click on Save
MOBILE
  • In the main menu tap on Items icon
  • Tap on + in the upper right corner to create new product
  • Enter all necessary details like Description, Price and Tax
  • To track your stock/inventory, enable it first under Settings - Document settings. Then enter an Item code to an Item and click on Track inventory level. Enter the real inventory level of your item
note: You will find a detailed description of the Inventory management in this FAQ section.
Install mobile app
  • Download the Billdu app from Apple AppStore or GooglePlay
  • If you already have a Billdu account, click on Log in and enter your email address and password
  • If you don't have an account yet, click on Sign up, enter you company name, email and password. A new account will be created for you in which you can always log in with given e-mail
  • In case of a new account you will be prompted to enter company details
Change default settings
Under Document settings you can pre-set your own default settings such as Language, Payment method, Template, Color and also E-mail messages, Reminders, Numbering and tax related features.
Some features are available only on the website, some features are only available in the mobile app.
  • Go to Settings - Document settings
  • Choose a category: Document settings, VAT settings, Numbering, Notes, E-mail templates and Local settings
  • The changes will take effect on new documents after you hit Save

Functionality

Basics - first things first
  • You can customize your Billdu invoice and settings. First enter your company details - you will find this section in Settings - My companies . Enter the name, company number, tax number, and do not forget about details like the phone number and email because they will appear on your invoice. It is very important to enter whether your company is a VAT payer or not. Upload a logo and create a signature as well. Enter bank details so your customers know where to send payments.
  • Have a look into the Document settings section under Settings. Here you can choose the invoice template and color, the numbering format, default payment type, due date and order statuses. Default text lines that will appear on invoices can be changed and edited as well. You can also preset your own email texts and reminders using tags.
  • Create clients and articles as described above. It will help you in the process of invoice creation and also save you a lot of time.
Create invoice
WEB
  • Click on Documents and click on the blue New invoice button
  • A new window appears and you can begin to create an invoice
  • The invoice gets its number automatically - you can alter it if needed now or anytime later
  • Select a client from the list or click on + to create a new client. A new client appears at the end of the list but you can use the search function as well
  • Enter an item - name, quantity and unit price are mandatory. In case you have selected your company type as “VAT payer” under Settings, you can put tax to your invoices
  • Check if the issue and due date are okay
  • Click on more options to enter a reference number or to choose another payment type. You can also change the currency or the language of your invoice and enter a global discount
  • Enter or change the introduction text and include some notes if necessary
  • Click on Save
  • A new window with an invoice preview appears
  • At the top of the invoice, there are several icons - here you can change the language of the invoice, edit, duplicate, send, download as PDF, create a credit note, send a reminder and delete the invoice
MOBILE
  • In the main menu tap on Documents and tap on Invoices
  • Tap on + in the upper right corner
  • A new screen appears
  • Your invoice will get a new number if you are online. Otherwise the invoice will get a number as soon as your internet connection is active
  • First tap on Client and either create a client from scratch (take a look how to create a client) or tap on Choose from client list when you already created a client
  • Now you are back at the New invoice screen
  • Select More details to change the invoice number, issue and date, discount and payment method. You can also add an introduction text and a note. You can also set the document's currency and language
  • When you are ready click on Back to get to the New invoice screen
  • Tap on + to add new items. Either choose items from your list or enter all the necessary information for a new item
  • note: Items created directly while creating an invoice are not saved to the Items section. If you want to use the same items in the next invoice again, we recommend you create them in the Items section first.
  • Click on Save
  • Click on Preview to see your invoice and to change the color and template - with an icon on the right.

  • Now the invoice is ready and you can click Done
Preview invoice
WEB
  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Click on any invoice you want to preview
  • Do not click at the paid/unpaid sum as a window for adding payment appears
MOBILE
  • In the main menu tap on Documents and then on Invoices
  • Select and tap on the desired invoice you want to preview
  • In the middle of the screen klick on Preview
Send invoice
WEB
  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Click on the envelope icon ✉ by an invoice you want to send
  • A window Send by mail appears
  • Enter the recipient, the subject and the text
  • If the Customer has an e-mail address added, then it appears here automatically
    If you have a text pre-defined under Settings - Document settings - Texts then it appears here as well
  • Select if you want to have a copy of the invoice sent to your email
  • If you have your email address entered under Settings - Document settings - Email settings then you don't have to select this field
  • Click Send
  • If successful, a message “The e-mail message has been sent” appears
MOBILE
Billdu uses the email system of your mobile device. All invoices are sent as regular emails with a PDF attachment and an invoice link
On iOS devices Billdu cannot use third party apps to send emails
  • In the main menu tap on Documents and tap on Invoices
  • Select and tap on the desired invoice you want to send
  • In the lower left corner click Send
  • If you've entered an email address in your client's settings then the email address will appear in the email automatically
  • If you've filled the subject, CC/BCC client and email body in your settings (Settings - Email) it will be automatically added to the email
  • Hold your finger in the e-mail body section and a menu appears. Now you can add an attachment or picture to your e-mail message
  • Click on Send
  • You will find the sent invoices in the folder Sent of your email client
Print invoice
WEB
There are several ways to print an invoice
  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Click on the PDF icon on an invoice you want to print
  • An invoice in PDF format will be downloaded
  • Open the downloaded PDF file
  • Print as a regular document
or
  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Click on an invoice to get a preview
  • Press CTRL+P on your keyboard
  • The printing process begins as a regular printing - a window with your printer appears
note: It depends on your browser if the invoice is being printed correctly.

MOBILE

  • Select an invoice you want to print
  • Select ... in the lower right corner
  • A menu appears
  • Select Print
  • A new window Printer Options appears
  • Select a compatible printer, adjust the settings if necessary and click Print
note: A compatible AirPrint printer and WiFi is necessary in order to print from your device.
Duplicate invoice
WEB
  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Click on the Duplicate icon ❐ on an invoice you want to duplicate
  • A window with a new invoice appears - a regular invoice has been created
  • All data from the previous invoice apart from the dates have been copied to the new invoice. You have to arrange the dates by yourself
  • Click on Save - a new invoice with a new number is created
MOBILE
  • In the main menu tap Documents and then Invoices
  • Select and tap the desired invoice you want to duplicate
  • Select Duplicate in the lower bar
  • A new window appears with the data taken from the invoice you wanted to duplicate
  • You can change the data if you want just as in a regular invoice
  • When you are ready click Save - a new invoice with a new number is created
Mark invoice as paid
WEB
There are two ways to mark an invoice as paid
  • In the Documents section click on Invoices
  • A list of all invoices appears
  • In the Total column click on the sum of the invoice you want to mark as paid
  • A window Enter payment appears
  • The sum is already set to 100% of the invoice and the date set to the current day. In case of a partial payment change the sum accordingly
or
  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Click on an invoice and a preview appears
  • In the upper left corner click on Add payment
  • A window Enter payment appears
  • The sum is already set to 100% of the invoice and date set to today. In case of a partial payment rewrite the sum
note: iOS users (mobile app) will see a partially paid invoice as unpaid in the invoice list
MOBILE
  • In the Documents section tap on Invoices
  • A list of all invoices appears
  • Select and click the desired invoice you want to mark as paid
  • In the second row you see the column Payment and next to it Unpaid or Overdue
  • There is a button next to the text - click on it
  • The text changes to Paid and the button's color changes to green
  • When you go back to the invoice list, the invoice's sum changes to green and the text PAID appears
Create invoice from Proforma
WEB
  • In the Documents section click on Proforma Invoices
  • A list of proforma invoices appears
  • Choose the desired proforma invoice and click on it
  • Add a payment if needed
  • On the top of the page click the Create invoice button
  • A new invoice will be created from the proforma invoice
  • Set the dates, edit the final invoice if necessary and click Save
  • If a payment was added to the proforma a Paid in advance line appears on the final invoice
MOBILE
  • In the Documents section tap Proforma-Invoices
  • A list of all proforma-invoices appears
  • Select and tap the desired proforma-invoice you want create an invoice from
  • On the lower right corner click on the three dots icon
  • A menu appears
  • Select Create invoice
  • A new window appears with the data taken from the proforma-invoices
  • You can change the data if you want just as in a regular invoice
  • When you are ready click Save - a new invoice with a new number will be created
Create invoice from Estimate
WEB
  • In the Documents section click on Estimates
  • A list of estimates appears
  • Choose the desired estimate and click on it
  • A preview of the estimate appears
  • In the upper right corner you will find the button Create invoice
  • Click on the button and window appears telling you that an invoice was created from the estimate
  • Change the date and details if necessary and click Save
MOBILE
  • In the Documents section click on Estimates
  • A list of all estimates appears
  • Select and click on the desired estimate you want create an invoice from
  • On the lower right corner click on the three dots icon
  • A menu appears
  • Select Create invoice
  • A new window appears with the data taken from the estimate
  • You can change the data if you want just as in a regular invoice
  • When you are ready click Save - a new invoice with a new number will be created
Create invoice from Order
WEB
  • In the Documents section click on Orders
  • A list of orders appears
  • Choose the desired order and click on it
  • A preview of the estimate appears
  • In the upper right corner you will find a button Create invoice
  • Click on the button and a window appears with - an invoice was created from the order
  • Change the date and details if necessary and click Save
MOBILE
  • In the Documents section tap Orders
  • A list of all orders appears
  • Select and tap the desired orders you want create an invoice from
  • On the lower right corner click on three dots icon …
  • A menu appears
  • Select Create invoice
  • A new window appears with the data taken from the order
  • You can change the data if you want just as in a regular invoice
  • When you are ready click Save - a new invoice with a new number will be created
Export documents
WEB ONLY
  • In the Document section choose Invoices, Estimates or another document type
  • A list of documents appears
  • Select desired status or date filter (e.g. Unpaid invoices from Last year)
  • You can export one document as a PDF file when you click on the PDF icon
or
  • In the lower left corner at the end of the invoice list you will find an Export button
  • Click on the button and choose between PDF, XLS and CSV. Billdu exports selected invoices as one file. XLS and CSV files are suitable for MS Excel and will be downloaded immediately. The PDF file will be delivered to your email.

  • note: The number of mass exported documents depends on the document filter. In this way you can export documents for e.g. one month or 2nd quarter.
Inventory management
With an appropriate subscription you can make use of the Inventory management

  • In the Products section either select an article or create a new one
  • The Item code has to be filled in order to track inventory levels
  • Select the grey Track inventory level button - it turns blue or green
  • Now you can enter the initial stock. You can use numbers with decimal points as well
    • note: In the web version you can also click on + and enter more details like date, time and note
  • Save item when done
note:
When you create an invoice and add this item, the stock will decrease by the number of items on your invoice
A credit note will increse your stock.
Orders, proformas, and estimates don't affect the stock at all.
For more tips and tricks on Inventory management, head over to our blog.
Add products using the Barcode scanner
MOBILE
The barcode scanner does not require a special subscription
step 1
In order to use the Barcode scanner you have to enable it
  • Select Settings and then Document settings
  • In the section Product and item settings tap on the Barcode Scanner switcher in order to enable it
  • Select Save

step 2
  • Go to Products and either create or edit an item
  • Select the barcode icon next to Item code
  • A window with camera opens
  • If a message appears "Billdu would like to access the Camera" click OK
  • Scan the barcode - Billdu automatically reads the code
  • Now the barcode sequence is in the Item code
  • Select Save

step 3
  • Edit or create an invoice
  • Add an item by clicking on +
  • Select the barcode icon next to Item code
  • A window with camera opens
  • Scan the barcode
  • Billdu automatically reads the code and shows the right item
  • Select Save to save the item to the invoice
For more tips and tricks on using Barcode scanner, head over to our blog.
Record expenses / Scan your receipts
MOBILE
1. Receipt scanner
  • Select Receipt scanner
  • Choose a picture from your image gallery or take a picture with your camera
  • If a message appears "Billdu would like to access the Camera" or "Billdu would like to access the Gallery" click OK
  • Now enter the Name of the document, Date, VAT (if necessary), Amount and choose one of the predefined categories
  • Click on Save
  • Information window appears - click OK
2. Upload PDF bills and invoices
When a client sends you a PDF invoice you can upload it to your expenses
  • Open email
  • Select a PDF file
  • The PDF invoice opens
  • Select it to reveal icons in the bottom
  • Tap on the upload icon (icon with an arrow)
  • A menu appears
  • Choose Copy to Billdu
  • A window New expense appears
  • Now enter Name of the document, Date, VAT (if necessary), Amount and choose a predefined Category
  • Click on Save
  • Information window appears - click OK
note: you can add or delete categories on the webpage under Expenses - Categories
You will find your uploaded expenses on the webpage in the category Expenses - Expenses
The story continues on my.billdu.com in the Expenses section
WEB
  • Click on Expenses and section Expenses or click here
  • You will see a list with all of your expenses
  • Find the uploaded receipt/bill/invoice and click on it
  • A new window appears
  • In the panel on the right you can add Company, reference and mark it as paid
    • note: Paid expenses influence your company's balance - check out the statistics in Dashboard
  • Click on Save
    For more tips and tricks on Expense tracking, head over to our blog.

Subscription

Where to find pricing
You will find our current pricelist on our Billdu page in the Pricing section or by clicking here. The pricelist will also appear every time you buy a subscription on our website.
How does a subscription work?
In order to be able to create documents like invoices, orders or receipts you have to buy a subscription. You can purchase a subscription for a month or for a whole year. During that time you can create a certain number of documents, add more companies, more users or connect more mobile devices.
Currently there are four kinds of subscription - STARTER, BASIC, STANDARD and PREMIUM. Check out our price list to get an overview about features of offered by each subscription.
How to subscribe
To use Billdu to its full extent you need a subscription. You can obtain a monthly or a yearly subscription and also choose between several subscription types.
WEB
  • Click on Settings and go to Subscription
  • Click on the Buy subscription button
  • Choose a subscription type and click Order
  • Choose a period: 1 month (if available) or 12 month
  • Select a payment method
  • After a successful payment your subscription is activated
MOBILE
  • In the Menu tap on Settings
  • Select Subscription
  • Choose a subscription type
  • Choose a period: 1 month (if available) or 12 month
  • Tap on Buy
  • You have to be signed into your iTunes or GooglePlay account in order to buy the subscription
How do I know when my subscription expires
You can always check when your subscription expires.
WEB
  • Go to Settings - Subscription
  • Your active subscription has either the status active or inactive
  • You can see the details of the current subscription here as well.
MOBILE
  • Go to Settings and select Subscription
  • You can see the subscription details on the Subscription button
How to change/upgrade subscription
  • In case you want to switch to another subscription just buy a new one - your subscription will then change immediately.
  • or

  • Contact our support at support@billdu.com if you want to change a yearly subscription from Basic to Standard or from Standard to Premium. Our team will look at your subscription settings and make you a special offer
Does a subscription renew itself? How do I know?
Most subscriptions renew automatically after a month or a year. Subscriptions bought through GooglePlay are not self-recurring and have to be bought each time they expire.
You will be notified on a recurring subscription - either by a message or an email from iTunes (in case of a mobile payment) or you will get an email from us (if you've bought the subscription on our website).

WEB
You can also check the status of your subscription directly in your account in Settings - Subscription or by clicking here. If you see a red STOP button next to your current subscription it means it is renewable.
How to cancel a recurring subscription
WEB
  • Go to Settings - Subscription
  • In the Subscriptions section, find the last row Paid subscription
  • On the right side there is a Stop button - click it
  • Your subscription will not continue to renew itself automatically form this point forward.
MOBILE Recurring in-app payments are managed through your iTunes account. Read more on iTunes' website https://support.apple.com/en-us/HT202039
Do I get an invoice for a subscription?
If you bought a subscription on our website, an invoice will be sent to your email automatically after the payment is received. You can also download the invoice in you account, go to Settings - Subscription - Orders or click here
In case of a mobile payment you will receive an invoice from Apple iTunes or Google PlayStore.
Money Back Guarantee
Not happy with Billdu? Get a refund. You can apply for the Money Back Guarantee within 90 days after a your first subscription purchase.
Send us a message to support@billdu.com and state also your e-mail address you use as Billdu login.
If you've bought a subscription in the mobile app you will have to claim your money back using iTunes or GooglePlay. We will send you further instructions - this type of subscription cannot be refunded directly from our side.
If you've bought a subscription on our webpage, we will refund your money instantly. Depending on your payment type (bank card, transfer or paypal) it can last 24-48 hours for your money to arrive.

My account

Where to find your account details
WEB ONLY
  • Click on Settings and go to the Users section and click on your user name/email or in the upper right corner of the website click on your user name/email
  • A new screen appears
  • Here you can alter your user name, email address and password
  • You can include a signature that will appear on your invoices
  • You can see the altered user name when you create a new invoice - in the document list in the row Created by this user name will appear
Edit company details on an invoice
WEB ONLY
  • Select the desired document - invoice, estimate, order...
  • Edit the document
  • Click on Edit company details - a new window will appear
  • After making the desired changes close the window with X (right corner)
  • Now you can see the changes in your document
How to add another company
WEB ONLY
note: This feature is available with an appropriate subscription. Please check our price list for more information .
How to add new user
WEB ONLY
A user can be an Owner or an Employee. Owner is like an admin but can't buy subscription or create new companies. Owner can see all documents, add users and edit company details. “Employee“ sees only documents created by him/herself. The access is restricted to a simple document creation. You can also restrict users to see specific companies. If you have three companies and select only two, the user won't be able see any data from the third company.
In the invoice list and Timeline you will see which users created which invoice. Also the user's signature will be placed in the invoice.
  • Go to Settings - Users
  • Click on New user account
  • Enter Name and E-mail of the user and other information if necessary
  • Choose a password
  • Choose a User role - Employee or Owner
  • Select which Companies can the user access under Access to companies
  • Click on Save
  • Now the user can log in with given email address in the mobile app or on the website
How to invite an accountant
WEB ONLY
  • Click on Settings and go to the Accountant section
  • Click on Add accountant button
  • Enter accountant’s E-mail address
  • Click on Confirm accountant’s email button
  • An email with a conformation link ill be sent to your accountant and the recipient needs to click on the link in order to access your data. An accountant’s account will be created for that email address if there was none in the past.

note: Your accountant can see the your documents and edit them, also he/she can export the documents as CSV file.
If you need a special export of your files to an accounting software, contact our support and we will give our best to make it happen.
Invoice numbering
Your documents get a default numbering when you create an account - the invoices, estimates, orders and delivery notes begin with the number 001.
However you can change the numbering as you need. Go to Settings - Document settings - Numbering and there you’ll find sections for all kind of documents. You can either select a predefined numbering type or set your own. Use YY for year and NN for number
And this is how it works:
  • The numbering format YYNN will create invoices 1601, 1602, 1603, 1604…
  • The numbering format YYYYNNN will create invoices 2016001, 2016002, 2016003…


  • The usage of other characters and symbols is also granted:
  • The numbering format INVYYNNN will create invoices INV16001, INV16002, INV16003…
  • The numbering format ORDNNNNN will create orders ORD00001, ORD00002, ORD00003…
note: Each of your companies can have their own numbering format.
Application language
WEB
Click on in the upper right corner on the webpage and look for ⇩ EN. Click on the arrow to select English, German, Slovak, Czech, French or Spanish.
MOBILE
Select Settings and choose Language. You can choose from English, German, French, Spanish, Hungarian, Italian, Dutch, Slovak and Czech

Troubleshooting and common questions

I cannot login
WEB
Please pay attention to the error message - you may got the password or e-mail wrong. If you don’t remember your password you can always create a new one. Just click on I forgot my password on the login screen or click here and follow the instructions. A message will be sent to your email and you will be able to set a new password.
MOBILE
Please pay attention to the error message - you may got the password or email wrong. If you don’t remember your password you can always create a new one at our website. Just click on I forgot my password on the login screen or click here and follow the instructions. A message will be sent to your email and you will be able to set a new password.

Or contact our technical support at support@billdu.com
Can I use the web application if I use the mobile app?
Of course, log in with the email and password you used to log in to the web application. All your data will be synchronized to the mobile app and you can manage your account via the mobile app.
Can I use more mobile devices?
Yes, but it depends also on your subscription. Check our price list to see how many mobile devices you can use with one Billdu account.
Can I create invoices without an internet connection?
MOBILE ONLY
Yes, you can create invoices, estimates and other documents even offline. These documents will not receive automatic numbering. The numbers will be added later when connected to the internet and after synchronization.
“You have reached the max. number of documents in your subscription”
Your subscription is still valid but you have already created the maximum number of invoices (estimates, orders). You can still edit, send and delete your documents but to create new documents you need a new subscription.
If you see this message often, you may want to consider a higher subscription package.
“This feature is available with a higher subscription only”
Certain features and document tepes are available for specific subscriptions only. Please take a look at our price list for a better overview of offered features.
I’ve changed one client's details but my invoice is still unchanged.
...and that is correct so. Changing client details can’t change your invoices retrospectively, that would create a mess in your documents.
If you need to change client’s details on an invoice, proceed as following:
  • Edit the client and change it’s details
  • Edit the invoice and select another client (any client will do)
  • Save the invoice
  • Edit the invoice again
  • Select the correct client
  • Save again
Now the actual data from the client were tied to the invoice and you will see the desired client's details on the invoice.
I cannot see invoices from last year
Your date filter is set to This year. Change it to see more of your documents.
WEB
The filter is in the upper and says This year or This month. Change the filter to a wider time range to see all your invoices.
MOBILE
Tap on This year - it is the most upper text when you look on your invoices
A menu appears where you can select from more time ranges
Tap on Last year or Lifetime
I’ve changed my company's details but my invoice is still unchanged
...and that is correct so. A change of your company's details can’t alter your invoices retrospectively, that would create a mess in your documents.
If you need to change your details on an invoice, please edit the invoice on the website and click on Edit company details. A window will appear where you can edit all your company details for that specific invoice.
What is a Money Back Guarantee?
Did you install Billdu and you are not happy with it? You can apply for the Money Back Guarantee within 90 days after a you purchased a subscription.
Send us a message to support@billdu.com and state also your e-mail address you use as Billdu login.
If you've bought a subscription in the mobile app you have to claim your money back using iTunes or GooglePlay. We will send you further instructions - this type of subscription cannot be refunded directly from our side.
If you've bought a subscription on our webpage, we will refund your money instantly. Depending on your payment type (bank card, transfer or paypal) it can last 24-48 hours for your money to arrive.
We would also appreciate the reason for your decision as we'd like to improve Billdu every day.
I’ve added a logo and signature but it does not appear on my invoices
When you add a logo and signature to your Company settings, they will show up on the first invoice you create AFTER the changes in Settings. Invoices won't be changed backwards by changes in Settings.
I need to change or add a new features to Billdu
Please send us your request to support@billdu.com and be as detailed as possible. We are trying hard to keep up with the competition and to meet your needs and wishes.
How do I delete my account?
Send us an email from the e-mail address you used to register your Billdu account to support@billdu.com and we will delete your account. A confirmation message will follow shortly.
I don’t want to receive your newsletter
Click on the Unsubscribe button at the bottom of the mail or send us a message to support@billdu.com stating your email address.
Does the website and mobile app have same functions?
The mobile version is basically easier to use and the website has more functions and features. You can e.g. change your password, add another company or accountant only at the website.
However, a receipt scanner, barcode scanner and voice command feature are available solely in the mobile version.
"Max. Number of Mobile Devices exceeded."
For every subscription there is a specific number of mobile devices you can use with your account. If this message appears you have either a subscription with a low device number or you need to manage your device list.
In some cases (mostly after app reinstallation or an update) Billdu assumes your device is new. Log into my.billdu.com and go to Settings - Mobile devices. You can see all your mobile devices there. Delete the mobile device and now you will be able to log in the mobile app again.
How many languages does Billdu support?
You can switch every documents to any offered language anytime. Billdu supports English, German, Spanish, French, Italian, Russian, Dutch, Norsk, Svensk, Finnish, Dansk, Slovak, Czech, Polish and Hungarian language in all of its documents and in both mobile and web application.
The interface of the mobile app can be switched to English, German, Spanish, French, Italian, Russian, Dutch, Slovak, Czech, Polish and Hungarian.
The website can be switched to English, German, Spanish, French, Slovak and Czech.
Will my invoices disappear when I delete/reinstall the app?
No.
All your data is stored on a secured server. If you delete the app and log in again, your invoices and all other data will show up in your account.

Billdu Business Page

What is a Billdu Business Page?
It's a personal website that small companies, freelancers and entrepreneurs can use in order to make their work, services and business visible. It's actually a free webpage that works like a Facebook profile for companies.
Without paying for a web designer and web space you can create your own website with a few clicks.
Also you can turn on the Rating function and let your clients give you instant feedback and rate your services and products.
How to create a Business Page
Log into my.billdu.com
Look for Business Page in the middle of the main menu.
The page consists of more sections and each section can be edited - hover the mouse over each section and click on it. You can edit the content of the section and the section name as well.
If you don’t want a section to appear on the final page, click on the right eye icon.
Available sections: NAME & IMAGES, ABOUT, PORTFOLIO, SKILLS AND KNOWLEDGE, RATING, CONTACT, ADDRESS AND CONTACT INFO

  • Choose pictures for your profile and background image
  • Edit the company name if necessary
  • Include some information about your company into the About section
  • In the Portfolio section you can add, delete and add product boxes. In each box you can add an image, change color and description. You can also include a link that can point to your website or online shop
  • Include your skills and knowledge if necessary
  • In the Rating section the reviews of your customers will appear. Customers can rate your company and services via online invoices - if you enable it in your Document settings
  • Contact section is a smart function for your customers who can easily write you an email message just by clicking a “like” button
  • At the bottom you can set all your official company and contact information including social sites
When your Business Page is ready, click on the Publish button in the upper right corner and the page becomes visible to others.
Now your business site is ready and you can share it - click on the Share button in the upper left corner and choose a social site where you want to share your Business Page.
You can see the Billdu Page address for your site as well - http://billdu.com/*nameofyourpage*
How to set up your own domain
If you have your own domain name and would like to link it to your Business Page, go to Business Page - Settings and click on Use a custom domain.
You will see a message saying “Change the A-record of your domain's DNS to:” and a bunch of numbers.
Copy those numbers to the A-record of your domain.
Beneath the message there is a place for your domain’s address - put it in and click Save.
Click on Test domain - and when a green message appears, you did it.
Now when you type your website address into your browser, Billdu’s business page will appear.

Other features

Touch ID
With Touch ID enabled you can lock your Billdu app. Enable the Touch ID lock under Settings - Security and choose a Lock Timer. The app will lock when you don't work with the app for a set time interval or if woken up from sleep mode.
Touch ID works only on iOS devices.
Filtering and Search
WEB
    You can use a clever mix on filtering and search in the website. Invoices can be filtered by Paid/Unpaid/Overdue, estimates by Invoices/Issued/Outdated and purchase orders by Status.
  • Invoices can be filtered by Paid/Unpaid/Overdue, estimates by Invoices/Issued/Outdated and purchase orders by Status
  • Expenses can be filtered by Paid/Unpaid/Overdue and by Category
  • All documents can be filtered by Issue date
  • All documents can be searched by using the search function
  • You can combine all types of filters and search for e.g. unpaid invoices from last year by "Mike Ltd."
MOBILE
  • You can filter your documents by date when clicking on This year▼ on the upper side of your screen
  • By clicking on the magnifying glass icon you can also search the documents by Client name
  • The search function is also enabled for Clients and Products
Discount on Items
WEB
    Edit or create an invoice. You can put a discount directly to an item
    MOBILE
    • Go to Settings - Documents settings and enable Discount on items first
    • Save settings
    • Create or edit an invoice
    • Create or edit an item - the discount is now available when you add an Item
Sending E-mails with Billdu
MOBILE
Billdu makes use of your native iOS app to send emails. This is beneficiary for many reasons - your emails will be sent from your own email address and customers will clearly recognize it. You can make use of your email address list and all send documents can be found under Sent items. However if you use a third party mailing app or don't/can't use the native iOS mail, you can make Billdu send your invoices:
  • Go to Settings - E-mail settings
  • Scroll down and find Send with iOS Mail
  • Tap on the green button. It turns gray
  • From now on your invoices are sent through Billdu servers and will be delivered as "YOUR COMPANY NAME "
WEB
All your invoices are sent through our server and are delivered as "YOUR COMPANY NAME "
Local Settings
WEB
You can change your date/ time format and your time-zone under Settings - Document settings - Local settings. This can be useful if you intend to send invoices with a specific date format or if you move from one country to another
MOBILE
Date/time format and time-zone are based on your phone settings. Please see instructions to your device in case you need to change it.
Accountant's account
WEB ONLY

An accountant’s account is for free, no subscription needed. You can create it by choosing "Accountant" as Company type when signing to Billdu on the website.
An accountant can connect to multiple companies, see their documents, mark invoices as "Processed" and export documents to accounting software in MDB or CSV format.
Alternatively you can send an invitation to an accountant - go to Settings - Accountant , click on Add accountant, enter an email address and click Confirm. The accountant will get an email message where he/she confirms the account creation and both your accounts get connected.
Timeline
WEB ONLY
Timeline displays the most important events of a document. Preview a document and scroll down to see the Timeline.
To get a deeper insight please read our Billdu blog.
Recurring invoices
WEB ONLY
Recurring Invoicing tool creates invoices in regular periods
  • Go to Documents - Recurring Invoices and click on New recurring Invoice
  • First choose a Name for the event
  • Enter a date when a first invoice shall be created
  • Please note: Invoices with monthly recurrence at the end of the month will get a shorter recurrence period after a month with fewer days.
    E.G. If you set a recurring invoice on 31st Jan, the next invoice will be created on 28th Feb. A third invoice will be then created on 28th March (not 31st March)
  • Choose recurrence and cycles
  • Select whether to send an email
  • Choose a client and enter other invoice details
  • Click Save
From now on an invoice will be created in set time intervals Find out more about recurring invoicing in our BLOG .
Recurring expenses
WEB ONLY
Recurring expenses tool creates expenses in regular periods.
  • Go to Expenses - Recurring Expenses and click on New Recurring Expense
  • First choose a Name for the event
  • Enter price and tax, choose category (mandatory) and select a company
  • Enter a date when a first expense shall be created
  • Choose recurrence and cycles
  • Upload a document or picture if necessary
  • Select recurrence and if the expense shall be automatically marked as paid
  • Click Save
From now on an expenses will be created in set time intervals
Find out more about recurring expenses in our BLOG .
CREATE button
WEB
We have a magical button on our website which creates Cash receipts and turns orders to quotes, quotes to invoices and invoices to delivery notes. Preview a document and click on Create button in the upper left corner.
    You can:
  • Create a cash receipt: Just add (partial) payment to an invoice before and then click Create
  • Create order, proforma and invoice from Estimate
  • Create delivery note and credit note from Invoice
  • Create proforma, invoice and delivery note from Order
  • Create invoice and delivery note from Proforma
Cash Receipt
WEB
  • Select and preview an Invoice
  • Add a payment or a partial payment
  • Click on Create button in the upper left corner
  • Select Cash receipt
  • A PDF file will be created and downloaded
  • The sum on the cash receipt is equal to the sum you've added to the invoice
MOBILE
    Invoice has to be paid or partially paid
  • Select an invoice
  • Click on three dots ...
  • Select Receipt
  • A preview of a receipt appears
  • Click on the icon on right to Print, Send or Send with invoice
Voice Control
MOBILE APP ONLY
You can handle basic functions with voice control. It can be enabled under Document settings in the iOS version. If a message appears "Billdu would like to access the microphone" click OK
This is a beta-test feature. It may not work properly on your device and it will surely slow down older devices. An active internet connection is necessary in order to perform the voice recognition.
    It is enabled for certain sections:
  • Documents - Invoices, Estimates, Purchase Orders
  • Clients - when editing or creating a client
Use simple commands like "Create invoice" "Set price to 100" or "Send invoice" to navigate through the app.
Change Estimate to Quote
Set default document name at Settings - Document settings - Estimate settings
Change the document name by editing it and clicking on Details. You will find an option to change estimate to quote.
API
Please find our API documentation here - http://docs.billdu.apiary.io/#
You will find your API settings in your account under Settings - API or click here https://my.billdu.com/company.settings.settings/api
IMPORT
WEB You can import your Clients and Items in one batch. The imported file has to be an Excel file (XLS or XLSX) and the data has to be sorted in columns.
  • Go to the Client or Products section and click on Import
  • In the Import section match columns of the Excel file with Billdu (e.g. Name in row B, Street in row D, Tax ID number in row A, ...)
  • Select whether your import file has a header
  • Browse for the file and click on Import
  • If your import was successful a green message appears
Please note: Prices, quantity and tax shall contain neither any symbols like $, € or % nor empty spaces.
Importing an Item or Client with the same name overwrites the Item or Client already saved in Billdu.
Before importing a large number of data we strongly recommend to try it first with a small sample.
Modules for online stores
Please visit - https://www.billdu.com/online-store-invoices.php to find out more about modules for online stores.
BLOG
If you are interested in Billdu's functions & features, take a closer look for screenshots and examples or just read about business & trends in general, visit out Blog at billdu.com/blog/

Do not hesitate and kickstart your business today