Getting started

Set up your Billdu account

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 deviceIf 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
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