Knowledgebase

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Troubleshooting

Subscription doesn't work
Did you buy a subscription at Apple iTunes or Google PlayStore but it doesn't work? Send us a message with a bill, screenshot or subscription notification to support@billdu.com. Also state your e-mail address you use to log in to Billdu. We will activate it for you.
Read more about how subscriptions work in the Subscription section.
I can't log in
WEB
Please pay attention to the error message - you may got the password or e-mail address wrong. If you don’t remember your password you can always create a new one. 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 have probably typed your password or e-mail address wrong. If you don’t remember your password you can always create a new one on 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 e-mail address and you will be able to set a new password.

Or contact our technical support at support@billdu.com
Delete an 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.
“You have reached the max. number of documents”
Your subscription is still valid but you have already created the maximum number of documents (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 change to a higher subscription plan.
“This feature is available with a higher subscription"
Certain features and document types are available only for certain subscriptions plans. Take a look at our price list for a better overview of features and subscriptions.
I’ve changed my client's details but the invoice is unchanged.
...and that's correct. Changing client details shouldn’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 right 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.
or
In the mobile app edit the invoice, select the Client - a new window appears. Here you can change basic information directly.
I can't see some invoices
Your date filter is probably set to This year. Change the time-frame and you will 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 to your invoice list
A menu appears where you can select more time ranges
Tap on Last year or Lifetime

Your fiscal year may be set to a date span that does not inlcude current date. Change it at Settings - Document settings - Tax years starts
Where do I see sent invoices?
In the iOS and Android app you see all sent invoices in the Sent folder of your email app.
If you send invoices from the website or if you disable the native iOS mail app in Billdu (under Settings - Email settings) then your invoices are sent through our server. All important events such as sending an invoice are saved in the Timeline. You can read more about on this FAQ page in the section Other features.
I’ve changed company's details but invoice is unchanged
...and that's correct. 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 company details on an invoice, please edit the invoice on the Billdu website and select on Edit company details. A window will appear where you can edit all your company details for that specific invoice.
I’ve added a logo/signature and it doesn't appear on an invoice
If you add logo or signature to your Company settings, they will show up on the first invoice you create AFTER such change. Invoices won't be changed backwards after changes in Settings.
I need to change or add a 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.
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 features?
Some features are available only in the mobile app, some on the website. You can e.g. change your password, add another company or accountant only on the website.
However a barcode scanner and image/document upload to Expenses are available solely in the mobile version of Billdu.
Also iOS App is far more advanced than the current Android 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.
I can't add another company
Take a look how to set a company in the section My Account - Add another company of this document

Common questions

How do I create a Statement?
  • Select a Client
  • In the first section Invoiced (where you see all invoices of a client, the sum and due amount) click on click on + Statement
  • A new window appears
  • Select desired time-frame. As default the last 30 days are selected
  • Choose whether to show only unpaid invoices
  • In case there are invoices in more than one currency you will be able to select one
  • Now you can Preview, Print or Email the statement. Statement will be sent as a PDF file
  • note: Statement’s language and template settings are set by your Document settings
What are possible subscriptions plans?
Please visit our our website for an overview of all our subscription plans, pricing and features. You will find also more information in the Subscription section of this document.
How do I add a Pay button to an invoice?
Can my customers pay by card?
Do you offer online payments?
Yes and there are more ways how to do that. An important thing you should know is that Billdu does not handle payments by itself. We can only make it easier for your clients to pay by card. In order to enable online payments a “middle man” such as Stripe or PayPal must be present.

PayPal
  • Add your PayPal email address to Settings - My companies - Payment options - PayPal
  • Create and send an invoice
  • When your client opens the online invoice from the link, a blue Pay button appears in the upper menu. Your client can make a payment using a bank card or a via PayPal
  • note: The Pay button does not appear on the PDF invoice
  • note: Enter your PayPal address to settings before creating an invoice
  • note: For information about PayPal's fees visit their website
Stripe
  • Enable online payments under Settings – My companies – Payment option – Accept online payments
  • note: Or in the mobile app while editing an invoice click on Accept online payments
  • Click on Link my bank account
  • Now you will be diverted to Stripe’s login page
  • Enter all necessary details. Billdu will help you by filling the details from your company settings
  • note: Make sure your bank account is entered correctly – this will be the account the online payments will be routed to
  • note: Your first payout is made 7-10 days after the first invoice payment. There is a flat fee for each card payment - visit Stripe's website for more information
When will I receive my payment?
How do I know if I've been paid?
If your customer paid an invoice by card using the Pay now button a notification will appear in Billdu once the invoice has been paid. You will receive a push-message in the mobile app and it will appear in the Notification center as well.
The payment itself is handled by Stripe. The first payout should happen in 7-10 days, then after 2-3 days. Please contact Stripe for more details or take a look to their user-guide.
How to add another company?
Add another company on our website, then it will appear in the mobile app as well.
For more details scroll down to My account - Add another company
I use the mobile app. Can I also use the website?
Of course, log in with the exact e-mail and password you used to log in to the mobile app. All your data will be synchronized. You can manage your account with the mobile app and from the website as well.
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.
Will deleting the app erase my data?
All your data is stored on our secured cloud-based server. If you delete the app from the device and log in again with your e-mail and password, your invoices and all other data will show up.
If your app behaves strange then sometimes a reinstallation fixes the issue. First visit our website and make sure all your data is saved there. If this is the case you can delete and install it again.
Can I create invoices offline?
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.
What is Money Back Guarantee?
Did you install Billdu and you are not happy with it? You can apply for our Money Back Guarantee within 90 days after 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 Apple 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 24-36 hours for your money to arrive.

We would also appreciate the reason for your decision as we'd like to improve Billdu every day.
Where can a client sign my document?
Choose a document, click on ... and select Sign by client
For more information scroll down to Other features of this guide
How do I add images to a document?
Create a document and click on the paperclip icon in the upper right corner
Take a picture or select an image from gallery, add Name and Description and press Done
If a message appears to allow Billdu access your device, click OK
Images will be added to your invoice and you can see it in the preview
How to add negative tax (CIS)?
Edit the tax rate in Settings - Document settings and enter a negative tax. Now create an invoice and select the negative tax from the drop-down list.
How to add a (partial) payment?
MOBILE
  • Select an invoice and in the Payment row click on UNPAID > or OVERDUE >
  • A new window with a due amount and today’s date appears
  • You can change the sum, enter another date and a note.
  • Click on Add
  • The invoice’s status changes to PAID or PARTIALLY PAID depending on added sum
WEB
  • In the invoice list click on the due sum or preview an invoice and click on the Add payment button in the upper left corner
  • A new window with a due amount and today’s date appears
  • You can change the sum, enter another date and a note
  • Click on Add
  • The invoice’s status changes to PAID or PARTIALLY PAID depending on added sum
How many languages does Billdu support?
Billdu's documents support English, German, Spanish, French, Italian, Russian, Dutch, Norwegian, Swedish, Finnish, Danish, Slovak, Czech, Polish and Hungarian
You can switch every document to any of those language at any time - in both mobile and web app.

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.

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 add/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. Your bank details will appear on every invoice.
  • Enter a PayPal e-mail to let your clients pay you by PayPal or bank cards. A Pay button will appear in the online link
  • Enable card payments to let your clients pay you by bank cards. A Pay now button will appear on your online and PDF invoice. Card payments are handled by Stripe
  • Click on Save
MOBILE
  • Select Settings
  • Select My companies
  • Select the name of the company you want to add/edit
  • Your company details appear
  • Select Payment options on the bottom of the list
  • Select Bank details, PayPal or Card payments. Card payments are handled by Stripe
  • 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 colour strip. You can edit displayed bank accounts in the Client's Default settings.
If you enter your PayPal e-mail here your customers will be able to pay an online invoice directly with a PayPal account or with bank card. The online invoice is accessible via the link which is sent with a PDF file.
By enabling card payments your Billdu account will be connected to a service called Stripe - Billdu does not handle card payments by itself. By using this option you agree to Stripe's terms and conditions. With Stripe you are able to check for your incoming payments and transfer it to your bank account.
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 picture's 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
In the section Settings – Document setting you can choose your own template, colour and details which will be displayed on the invoice.
You can also alter document names by selecting Custom labels.
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
  • note: (iPad) If you don’t tap on Save but somewhere else instead, the client will be saved only to this invoice rather than to the Client section. Use it if you have one-time clients you don’t want to save for later.
  • 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 "Billdu requires 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 colour, currency, language or add some accompanying text
  • You can now preview your invoice, change layout and colour
  • By clicking on the paperclip icon in the upper right corner you can add images to your invoice. Take a picture or select from gallery, add Name and Description and press Done.
  • 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, colour 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 colour, the numbering format, default payment type, due date and order statuses. Default text lines and document names that will appear on invoices can be changed and edited as well. You can also pre-define 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. note: (iPad) If you don’t tap on Save but somewhere else on the screen, the client will be saved only to this invoice rather than to the Client section. Use it if you have one-time clients you don’t want to save for later.
  • Click on Save
  • Click on Preview to see your invoice and to change the colour 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
  • Add attachments if required
  • If the Client has an e-mail address added, then it appears here automatically
    note: If you have a text pre-defined under Settings - Document settings - E-Mail Templates then it appears here as well
  • Select if you want to have a copy of the invoice sent to your email
  • note: If you have your e-mail address entered as a CC under Settings - Document settings - E-mail Templates 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 Email
  • 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
For more information about e-mails scroll down to Other - Sending emails
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 ❐ of 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 can set your own date
  • 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
  • If needed you can change the data of the invoice
  • Click on Save when ready - a new invoice with a new number is created
Add payment to an invoice
WEB
There are two ways to add a payment
  • 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

MOBILE
  • In the Documents section tap on Invoices
  • A list of all invoices appears
  • Select and click the desired invoice
  • In the second row you see the column Payment and next to it UNPAID > or OVERDUE > . Click on it.
  • A new window appears
  • Here you can add/alter the Amount, Date and Note. The default setting is the full invoice amount and today’s date.
  • Tap on Add
  • The status changes to Paid or Partially paid and the button's colour changes to green
  • When you preview the invoice, a Paid line is added under Total and the Total due sum changes
note: Android users can only mark an invoice as paid or unpaid. note: You can also delete a payment from an invoice. Go back to the Add payment window. In the mobile app
Expenses and receipts
MOBILE - iOS
1. Expenses
  • Select Expenses and click on the + sign in the upper right corner
  • Enter a description of the expense
  • Enter a vendor name. You can also select from the vendor list. If you add a new vendor, it will be saved to Clients
  • Choose a category and date
  • note: More categories can be added on the website in the Categories section of Expenses
  • Add amount and tax
  • Tap on Take photo to snap an image of an expense/bill/receipt
  • Tap on Add photo to upload a photo from your Gallery
  • Tap on Dropbox to include an image from your Dropbox account
  • If a message appears "Billdu would like to access the Camera" or "Billdu would like to access the Gallery" click OK
  • Click Save

MOBILE - Android
  • 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
  • An information window appears - click OK
  • note: All your receipts are saved on our cloud-server and can be accessed from the Billdu website.

2. Upload files
When a client sends you a PDF invoice you can upload it to your expenses
  • Access your native iOS Mail app
  • Open the e-mail containing a PDF file
  • Select the PDF file
  • The PDF invoice opens
  • Select (and hold) to reveal icons on the bottom
  • A menu appears
  • Choose Copy to Billdu
  • A window New expense appears
  • Now enter Description, Date, Tax, Amount and choose a predefined Category
  • Click on Save
note: You will find your uploaded Expenses on the website in the section Expenses just like in the mobile app.
You can add or delete Categories on the webpage under Expenses - Categories
The story continues on my.billdu.com in the Expenses section
WEB
  • Click on Expenses and select Expenses or click here
  • You will see a list with all of your expenses
  • Create a New expense or edit one
  • A new window appears
  • Either drag&drop your PDF/Image to the left side or locate it by “Click to browse”
  • Include a name, price, tax and select a Vendor. Your vendors are listed in the Clients section.
  • 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.
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 then the payment also 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.
    The invoice export will export invoices only. To export credit notes go to the the Credit note section and perform a document export.
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 increase your stock.
    Orders, proforma invoices and estimates don't affect the stock at all.
For more tips and tricks on Inventory management, head over to our blog.
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.
Send reminders
MOBILE
  • Find an unpaid invoice and click on it. Invoice details appears
  • Click on Menu
  • Select Send reminder from list
  • Choose a reminder by clicking on an emoticon
  • Reminders are pre-defined and already contain the information about invoice number and due payment. You can edit the text
  • Click Send
  • A new window appears. If the client has an email address added, it will be used automatically
  • If you wish now to send the reminder, click Send
WEB
  • In the invoice list or in the invoice preview click on the bell icon
  • A “Send reminder” window appears
  • Choose from one of our reminders. If the client has an e-mail address added, it will be used automatically
  • You can change the text or subject.
  • Press Send
  • note: The reminder text can be changed at Settings – Document Settings – Email templates.
    A sent reminder appears also in the Timeline
Dashboard/Statistics
WEB
Use the dashboard for a comprehensive overview of your business and statistics. The dashboard appears every time you enter Billdu.
On the first screen it shows your company balance, invoices and expenses. The second screen displays paid, unpaid and overdue invoices separately. The third screen shows your expenses.
If your company applies tax to invoices it will be also shown in the statistics beneath every total.
MOBILE
In the iOS mobile app tap on clock face icon. The statistics are very similar to those on the web site. You can select Year, Client and Currency.
You can switch between a Balance view, Invoices or Expenses
Zoom the display with your fingers to get a more detailed view of the colour bars.
Tap on a colour bar and an exact value of the bar appears.
note: Set the start of the fiscal year in Settings - Document Settings

Pricing, plans and subscription

Where to find pricing
You will find a 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 and edit 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 and depending chosen subscription plan you can create a certain number of documents, add companies, users or connect more mobile devices.
Currently there are four kinds of subscription plans - STARTER, BASIC, STANDARD and PREMIUM. All but Starter can be bought for a month. Check out our price list to get an overview about features offered by each subscription plan.

You can buy a subscription:
  • - on Billdu’s website using your bank card or PayPal
  • - on Billdu’s website by a bank transfer. This is enabled only in case of a bank transaction in EUR
  • - on Apple iTunes – more information here
  • - on Google PlayStore – more information here
  • note: Buying a subscription on the website won’t cancel your recurring iTunes subscription and vice versa. It means that if you already have an active recurring subscription at iTunes, make sure to cancel it after buying/upgrading the subscription with another platform
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
note: Please note that most subscriptions are auto-renewable. You will be notified by an e-mail message if this is the case.
When does a subscription expire?
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 choose and buy a new one - the subscription will be activated 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 - based on your current subscription status - make you a special offer
  • Note: If you have bought the initial subscription at iTunes please make sure you cancel it after the upgrade in your iTunes account. Otherwise it may automatically renew next year. Billdu does not manage your iTunes subscription - this can be done by you alone
Automatically renewable subscriptions
Most subscriptions renew automatically after a month or a year. Subscriptions bought at 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 e-mail message from us (if you've bought the subscription on our website) with a notification.
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.
By clicking on the STOP button the next automatic subscription renewal is cancelled.
Cancel a recurring subscription
WEB
  • Go to Settings - Subscription
  • In the Subscriptions section, find the row saying running
  • On the right side there is a red STOP button
  • Click on it
  • Your subscription will not continue to renew itself from 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
Invoice for your subscription
If you've 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 your account on the website, 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. Take a look to your Apple/Google account or contact their support.
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 your first subscription purchase.
Send us a message to support@billdu.com and state 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 Apple iTunes. 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 24-36 hours for your money to arrive

We would also appreciate the reason for your decision as we'd like to improve Billdu every day.
Price variations and tax
The prices on our website may vary from those in the mobile app because Apple and Google keep changing their price ranges regularly.
Subscription prices are equal for $ and € and you will get an invoice in one of those currencies.
The actual currency will be based on your country of residence.
Billdu Ltd. is based in the United Kingdom and we have to comply with local tax laws. Because of this we have to charge a 20% tax to all UK-based clients.
If your company is based outside Europe (United States, Australia, South Africa, etc.) you won't be charged any tax.
A European company won't be charged any tax if it's a VAT payer and has a valid VAT ID. You can check your VAT ID here here .

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
Add another company
WEB ONLY
note: This feature is available with an appropriate subscription. Please check our price list for more information .
On a mobile device run the synchronization. An new icon (buildings) appears right under Synchronization. Click on the icon to select another company.
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. An 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 can see which user created which invoice. Also the user's signature will be placed in the invoice and in case you use the mobile app, you can receive push-notifications.
  • 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 will 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.
  • If an accountant’s account is already present at Billdu, it is necessary to either click on the link in the email or approve the connection in the account itself under Clients – Company list) in order to connect both accounts
  • If an accountant’s account is created for the first time, then the accountant shall create an account by clicking on the email's link and entering a password. Then confirm the connection at Clients – Company list)

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.
Numbering
Your documents get a default numbering when you create a new company - the invoices, estimates, orders and delivery notes begin with the number 001.
However you can change the numbering to match your needs. 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 document number.
You can change the number your documents begin with. Change the Next document number to a number you need and the next document will get that number automatically.
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
If you edit, change or click the number that Billdu has given to a document while creating it, then the automatic numbering will be disrupted and saves the number for the next document. This is useful if you want to create documents with other numbers so you don’t have to set back the numbering
Billdu ignores the numbers or numbering you enter to your documents manually
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

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 an 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 colour 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

Client’s Signature
  • Choose a document
  • Select menu
  • Click on Sign by client
  • A preview of the invoice appears
  • Click on Sign by client
  • Today’s date and Company name are already pre-defined and you can edit it if necessary
  • The client can sign directly with a finger
  • Click Done
  • The date, name and signature will appear on the document
  • note: You can also delete the signature if necessary
Security
iOS
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 with iOS devices.

WEB
Billdu website will automatically log you out after 30 minutes of inactivity. This is beneficiary if you leave your account open on a computer and walk away, after that half an hour you will be logged out and a password is required.
Please be aware that if you create an invoice or estimate without saving for more than 30 minutes it is NOT considered as an activity. You should save your documents –even drafts- regularly.
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 "Sample 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
  • Go to Settings - Documents settings and enable Discount on items first
  • Save settings
  • Edit or create an invoice. You can now enter a discount 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-field is now available when you add an Item
E-mail sending system
MOBILE
As a default setting 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 recognize easily. You can make use of your email address list and all send documents can be found under Sent items.
If necessary add another e-mail address to your iOS device and switch between them while sending invoices – more information at here
While sending an email message you can select from which address your e-mails are delivered. Set a primary e-mail address in your device settings under Settings – Mail – Default account
or
  • Select a document
  • Tap on Email
  • Click on From
  • A menu appears on the bottom and you can select from more of your e-mail addresses
  • note: On iOS devices Billdu cannot use third party e-mail apps to send e-mails, only the native iOS mail app
If for some reason you can’t use the internal mal app, you can let Billdu e-mail server send your invoices:
  • Go to Settings - E-mail settings
  • Scroll down and find Send with iOS Mail App
  • Tap on the green button. It turns grey
  • From now on your invoices are sent through Billdu servers and will be delivered as "YOUR COMPANY NAME "
WEB
All your invoices are sent by default by our server and are delivered as "YOUR COMPANY NAME /invoices@mail.billdu.com/"
You can add attachments as big as 5MB to an e-mail message

You can also send your e-mails from your own email address by enabling the SMTP settings.
  • Go to Settings – Document Settings – E-mail templates
  • As an E-mail sending method choose SMTP
  • Enter your Login (mostly e-mail address), password, SMTP server address, port and security settings (SSL/TLS)
  • Now your email messages will be routed via your SMTP server and delivered from your email address
  • note: It may be necessary to contact your system administrator to obtain the settings and to enable Billdu to use your SMTP server.
    note: If an error message appears forward it to your system admin (it's the reply from the SMTP server).
Display or hide invoice details
  • Go to Settings – Document setting
  • In the section Template options you can switch on or off these details:
    • Product code
    • Quantity and Rate
    • Tax
    • Due date
    • Payment method
    • Item discount
    note: If disabled, it disappears from the invoice and won’t be visible in preview and on both PDF file and online invoice.
    By disabling the Tax column the tax is displayed only in the invoice’s Total, not in the item amount.
    The change happens instantly to all your documents.
Rename documents
You can rename all of your documents at once in Document setting. The change can be done for any document in any language.
  • Go to Settings – Document settings and choose Custom labels
  • Select a language and edit the document name
  • Go back and Save the Settings
  • note: The text-change happens instantly to all your documents.
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 for your mobile 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 up to Billdu.
- can connect to multiple companies. You can see documents of connected companies, mark invoices as "Processed" and export documents to accounting software in MDB or CSV format.
- can connect to any Billdu user and manage more users in just one account.
  • Go to Clients and click on Invite client
  • Enter the email address your client uses as a Billdu login
  • An email invitation has been sent to that client
  • By either approving the email invitation or clicking on Confirm connection in the Accountant section both account will be connected
An invitation to an accountant can be sent from your company - go to Settings - Accountant , click on Add accountant, enter accountant's 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. . It is a tool that creates same the invoices for a specified time period and sends it automatically to a client.
    • 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
    • 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 (monthly, weekly, yearly) and number of cycles (1 to indefinitely)
    • Select whether to send the invoice as an e-mail to a client. In this case the e-mail address has to be saved in the client’s settings first
    • 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 .
    All invoices created by Recurring invoices look the same, there is no possibility to change the content.
    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 – weekly, monthly, yearly
    • 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. Recurring expenses will appear in the statistics as regular expenses once created.
    If needed you can create more categories at Expenses – Categories.
    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, click Create and choose Cash receipt
    • Create order, proforma invoice and invoice from Estimate
    • Create delivery note and credit note from Invoice
    • Create proforma invoice, invoice and delivery note from Order
    • Create invoice and delivery note from Proforma invoice
    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
    Fiscal year
    This feature enables to alter the beginning of the fiscal year by your local laws.
    • Go to Settings – Document settings
    • Scroll down
    • Click on Tax year starts
    • Choose the start of the fiscal year
    Changes in this settings have an impact on your statistics/dashboard.
    Change Estimate to Quote
    You can rename an Estimate to Quote in the Document settings. The change can be done for any document in any language.
    • Go to Settings – Document settings and choose Custom labels
    • Select a language if necessary and change the name from Estimate to Quote
    • Go back and Save the Settings
    note: The change happens instantly to all estimates.
    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 file could be successfuly imported a green message appears
    • An e-mail message will be sent once the import is done and inform you how many items were successfully saved
    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 your account.
    Before importing a large number of data we strongly recommend to try it first with a small sample.
    Modules for online stores
    Visit - https://www.billdu.com/online-store-invoices.php to find out more about modules for online stores.
    BLOG
    To read more about Billdu's functions&features with examples&screenshots or about business&trends in general visit our Blog at billdu.com/blog/
    Notifications
    WEB
    The Notification centre is hidden behind the globe icon in the upper side of the page. You will receive notifications when your invoice or proforma invoice has been paid with Stripe, if some of your users create a document or if they add/remove payment from an invoice. You will be notified by a red number signalizing the number of unread notifications. If you mark all as read the red icons will disappear. By clicking on Show all you will get to an extended Notification centre screen where you can browse between all previous notifications.
    MOBILE
    By enabling Push-Notifications enabled on your device then you will receive information whether a document has been viewed or payed by your client. In case of Stripe payments you will be notified once your invoice is paid.
    To enable or disable push-notifications take a look to Apple's user guide.
    Billdu asks you (when installed) if you want to enable Push-Notifications.

    Do not hesitate and kickstart your business today