Getting started

Your first steps in To Bill: what the application does for you, and how to prepare it for your company, from signing up to your first paid invoice.

• Welcome to To Bill What To Bill does for your company, how the screen is laid out, where to find help and where to start.
• Create your account and your company Sign up, confirm your email address if you wish, describe your company in two screens and start your 7-day free trial.
• Set up your company The settings to check before your first invoice, in order, with the guide for each one.
• Switch on modules Add accounting, payroll or time tracking to To Bill when you need them, and switch them off without losing anything.
• Invite your team Invite a colleague or your accountant by email, choose their role and permissions, then follow their invitation until they join.
• Send your first invoice From the client record to the payment received, the four steps of your first invoice with a QR-bill.