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To Bill documentation
Short, step-by-step guides to invoicing, bookkeeping and payroll.
- I run a businessInvoice, track your expenses and keep your books.
- I am a fiduciaryFollow your mandates and your clients’ books from the cockpit.
Start here
- Send your first invoice From the client record to the payment received, the four steps of your first invoice with a QR-bill.
- Set up your company The settings to check before your first invoice, in order, with the guide for each one.
- Turn on accounting Answer three questions, check the preview of your books, fix what needs fixing, then open your books.
- Record an expense Record a purchase with its receipt, its category, its VAT and how it was paid.
- Find anything with search Open the search with ⌘K or Ctrl+K to find a client, a document, an amount or a page, and act without leaving the keyboard.
Sections
- Getting startedCreate your account, set up your company, switch on modules, invite your team and send your first invoice.6 guides
- InvoicingClients, quotes, invoices, QR-bills, reminders and collections.14 guides
- ExpensesRecord your expenses with their receipts, pay your suppliers and file your documents.5 guides
- BankAdd your accounts, import your statements, reconcile payments and automate what keeps coming back.5 guides
- AccountingTurn on accounting, keep the journal, file VAT, read your reports and close the financial year.22 guides
- PayrollEmployees, insurance, the monthly payroll, payslips and salary certificates.11 guides
- Time & projectsTrack the time spent on your projects and invoice it.5 guides
- AIThe assistant, the receipts autopilot and the copilot.3 guides
- SettingsCompany, documents, numbering, VAT, online payments, email, integrations, users, your account and the subscription.12 guides
- FiduciariesThe cockpit: your mandates, your clients’ books and the work of your firm.10 guides
- Mobile appInvoice and scan your receipts from your phone.4 guides
- HelpSearch, filters, keyboard shortcuts, frequently asked questions, the glossary and what’s new.6 guides