FAQs

Some of our most common questions

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How to change your Credit Card

Need to update your card in Billy?If your card is declined in Billy, you may get a series of emails from us asking you to update your card.In case that happens, it's super easy to fix.Head on over to Settings > Your Subscription and click on...

By Joshua waldman

Updated 2 months ago

What email address sends my invoices?

Wondering what your customers see when they get an email from Billy?Invoice emails are sent from a noreply@billyapp.com email address. This is because of the way transactional emails and our SMTP server is set up.However, customer will see your...

By Joshua waldman

Updated 2 months ago

Hack to present bank account info in local terms

Billy is currently set up using terms that may be different from your countries. This is a way to display the info in local terms.Step 1: To stop the Routing number etc from displaying:Settings > Payment methodsmouse over the bank account until...

By Joshua waldman

Updated 2 months ago

How to handle expenses incurred for a customer

Now and then something needs to happen and the only way to get it done in a timely fashion is for you to front the money.create an expense account labelled: Reimbursable expensescreate a bill and expense it to the "Reimbursable...

By Joshua waldman

Updated 2 months ago

How to Set/Change an Invoice Due Date

In the Billy system by default the due date in not set on a calendar. So how do users do that?The due date is set in the "Due date" field in the table on the top right of the screen. However this field normally does not show a calendar. It's...

By Joshua waldman

Updated 2 months ago

Customize invoice numbering

System generated vs manual entry? Want to change the first invoice number from 1 to something higher? Learn about that here.When the Billy system is first loaded it is set up to auto-generate numbers for Invoices, Bills, Transactions, etc. The...

By Joshua waldman

Updated 2 months ago

My customers can't pay with a credit card on their mobile phone.

Actually, they can pay on their mobile phone, the issue is their mobile browser.  They have to disable the pop-up blocker in their browser for Stripe to be able to function. Most pop up blockers also allow the user to designate safe sites. Which...

By Joshua waldman

Updated 2 months ago

Affiliate Program

Want to be rewarded for letting your friends, family, fellow entrepreneurs know about Billy? Now you can.Billy offers an affiliate program to our members. For each referral that turns into a purchase, Billy will pay you $57. To received your own...

By Joshua waldman

Updated 2 months ago

How do I add a bank account or credit card to Billy?

For manual uploading:Head on over to Accounting > Chart of Accounts click green Create Account buttonselect "Create Bank Account" option For Checking/savings accounts select the account type: Bank and Liquid assetsFor Credit cards select Account...

By Joshua waldman

Updated 2 months ago

How to import bank transactions

What do you do if Billy doesn't link to your bank?Rats! I'm sorry your bank isn't on the list. Let us know what bank it is and we'll add it to our list. In the meantime, you can upload your bank statements to Billy.First, you have to create the...

By Joshua waldman

Updated 2 months ago

Our bank connection never imported our transactions.

No transactions from your bank yet?It takes 24 - 36 hours for the initial download from your bank to complete. Sorry about that. We working on an update to make this considerably faster.We don't recommend you disconnect and try again as this could...

By Joshua waldman

Updated 2 months ago

What Banks do you support for automatic Syncing?

Here is our list of banks we currently support for auto-syncing. If yours is not there, feel free to let us know the name of your bank. We will add it to our list for future...

By Joshua waldman

Updated 2 months ago

Is Billy suited to European VAT standards

You can create your own manual VAT rates and build rules to apply those rates based on where the invoice is getting sent to.Head to your Settings > Sales VAT rate > Create Rate

By Joshua waldman

Updated 2 months ago

Are there other languages other than English?

We currently support English and Danish languages for now. However, we'll put this in priority as it is one of our most requested features. This will allow users to select different language for invoices and quotes. We'll keep you posted.

By Joshua waldman

Updated 2 months ago

What are the countries you currently have support for?

We support all countries. Though there are some limitations to this. We have all major currencies and completely adjustable tax rates and rules. However, our platform is in English and Danish only right now. Also, we support VAT, Taxes and GST or...

By Joshua waldman

Updated 2 months ago

International card acceptable with Stripe?

It looks like Stripe accounts are not available for companies in India unfortunately. You can see the list of supported countries here: https://stripe.com/globalHowever, if you're interested in accepting payments from US companies or other...

By Joshua waldman

Updated 2 months ago

How do I set my own VAT or Tax Rates

You can define as many rates as you need and then create rules for applying those rates automatically. Head to your Settings > Sales VAT rate > Create RateThese will then be available on your invoices. 

By Joshua waldman

Updated 2 months ago

Why am I unable to change the country?

If you picked the wrong country when signing up, here's what to do.You can't change the country because that would change a lot of your fiscal settings, tax settings, and things like that. In order to get your country changed, you can create a new...

By Joshua waldman

Updated 2 months ago

Is there a way to change VAT to GST on invoices?

Yes, you can call your taxes whatever you like. Please refer to this article: http://support.billyapp.com/invoices/customize-what-you-call-your-taxes

By Joshua waldman

Updated 2 months ago

How can I change my currency after I sign up?

The short answer is...you cannot since it would make Havok on your balances. If users switched currencies mid-flight, all of their data would be wrong. So this is something to be careful about. You can still change currencies in invoices, but how...

By Joshua waldman

Updated 2 months ago

Can I use different currencies in the invoices when sending to different clients?

Yes! Each invoice can have it’s own currency. You can set that here:

By Joshua waldman

Updated 2 months ago

Can I use the product only to create invoices only?

If you don't want to attach your bank accounts or do accounting yet, no problem.Sure! That’s how Billy got started after all. Billy is a great Invoice management tool.

By Joshua waldman

Updated 2 months ago

Is there a way to accept recurring payments? (not invoices)

Right now, no. However, this seems to be one of the most requested features for us right now and we've made it a priority to develop. I'll let you know when it's ready if you like.

By Joshua waldman

Updated 2 months ago

How can I add more than 1 Contact Person/Email to an invoice?

The best way to do that is to send the invoice to one recipient, and then resend the invoice while selecting another recipient.

By Joshua waldman

Updated 2 months ago

Can I use my own stripe account for this?

You sure can! When you go to add Stripe as a payment method, you'll be able to connect your existing Stripe account when Stripe asks you for your information. It goes faster if you are already logged into Stripe on another tab. 

By Joshua waldman

Updated 2 months ago

Can I setup automatic invoice reminders?

Currently, we don't have automatic invoice notifications. However, the process of sending reminders is very easy. You can even add late fees. From a functionality point of view, we felt there was a danger to your business relationships if email...

By Joshua waldman

Updated 2 months ago

Can I remove the "payment methods accepted" information off the invoice?

You sure can! You can omit the entire section by not selecting a payment method when you create the invoice.Of course, if you want to enable Stripe payments, you'll need to select 'Stripe' as your payment method.

By Joshua waldman

Updated 2 months ago

How do I add discounts to invoices?

You have a couple of options for discounts. You can either add a discount to an individual product by clicking on the '%' sign next to the price and adding it that way. If you have a bunch of items and want to add a discount to the whole invoice,...

By Joshua waldman

Updated 2 months ago

Will I still be able to edit the invoice after I click Approve?

Yes, you'll still be able to edit your invoice. Even after you send the invoice you will be able to make changes to it, for example, you might need to update the due date or discount. 

By Joshua waldman

Updated 2 months ago

What are the future updates/roadmap that you are planning to include in this plan?

You can view our roadmap here: http://billyapp.roadmap.space/

By Joshua waldman

Updated 2 months ago

What are the integrations available? Especially, is Zapier available?

We’ve had a lot of requests for integrations with Zapier and others. We are prioritizing this development and will let you know as soon as it’s available.You can check out our roadmap here: http://billyapp.roadmap.space/ 

By Joshua waldman

Updated 2 months ago

Why no Braintree/PayPal integration?

Can my customers use Paypal to pay an invoice?We are working on a Paypal integration which should be ready in a few months from the date of this article. Braintree is on our roadmap for later this year.You can view our roadmap...

By Joshua waldman

Updated 2 months ago

Where can I find the iOS app? Android?

Here's the link for the iOS version:https://itunes.apple.com/us/app/billy-receipt-capture/id1294343126And the Android:https://play.google.com/store/apps/details?id=com.billyapp.billyapplite

By Joshua waldman

Updated 2 months ago

Does Billy support time tracking?

Do you want to track your work-hours?We don't have time tracking right now. We've been exploring an integration with Toggle to handle this. For now, what our customers do is define a product as their hourly rate, then enter their hours as the...

By Joshua waldman

Updated 2 months ago

How to Add More Users

Looking to add a co-worker to Billy?It's super easy to add more users to your Billy account. Head to Settings > Users > InviteThere you can select what type of account to give the user. They will have 24 hours to accept the invitation before the...

By Joshua waldman

Updated 2 months ago

Is it possible to have multiple users?

Yes. You can invite as many people as you like to Billy. Head over to Settings > Users > Send invitation.Please visit this URL for a detailed explanation on how to invite your team: http://support.billyapp.com/getting-started/invite-your-team

By Joshua waldman

Updated 2 months ago

How many co-workers / accountants can I invite? Can I revoke / limit their access whenever I want?

You can invite as many users to your Billy account as you like. You are the account owner and can revoke them as needed with the user management dashboard.

By Joshua waldman

Updated 2 months ago

Is there cost involved to invite my accountant/coworker? If yes, how much?

There is no cost to add users to your Billy account. We charge per organization, not user. You can have as many users as you like in any organization. When inviting your accountant, be sure to indicate they are an accountant so when they login,...

By Joshua waldman

Updated 2 months ago

How to retrieve an invoice that we have accidentally deleted or voided?

You can always find your voided documents by going to 'Accounting' -> 'Transactions' and finding the invoice that you're looking for. Once you find it, you can restore it.

By Joshua waldman

Updated 2 months ago

How do I handle recurring expenses?

Expenses are imported from your bank account in Billy, and then you would categorize them in the bank reconciliation. Billy doesn't pay bills for you and so there's not an option to have recurring expenses. As the expense happens, Billy simply...

By Joshua waldman

Updated 2 months ago

If I change the price on products, does it automatically pull through the price on a recurring invoice?

Recurring invoice will not pull the new prices for products. For now, this can be accomplished by adding a button that tells the recurring invoice to automatically updates the price with each new invoice. I know that we have several companies...

By Joshua waldman

Updated 2 months ago

How to import journal entries?

The fastest way to import transactions into Billy is through the journal.You can upload all of your past GL entries into your journal for categorization in Billy.Head to Accounting > Journal > More ImportThe file you will import should be a CSV...

By Joshua waldman

Updated 2 months ago

How to edit transactions

Do you need to void a transaction and start again?'You can edit the results of a journal entry or any transaction by going to 'Accounting' -> 'Transactions' and finding the transaction associated with your journal entry. You'd then want to void it...

By Joshua waldman

Updated 2 months ago

How to handle bank fees in reconciliations?

In this case, you'll want to create the invoice with the correct items, quantities and amounts, approve it, then go to the reconcile screen. When you match the invoice with the corresponding payment, you'll notice that Billy will ask you why the...

By Joshua waldman

Updated 2 months ago

How many brands can I use in one account?

If your organization has multiple faces, we can help!You can have as many brands as you like. Head on over to your Settings > TemplatesThen add a template for each brand. When setting up the template, you can override the default logos, business...

By Joshua waldman

Updated 2 months ago

How do you compare with Quickbooks or Freshbooks?

You can check out our comparison chart here: https://www.billyapp.com/feature-comparison/

By Joshua waldman

Updated 2 months ago

How do I transfer amounts from one account to another?

Did you pay your credit card with your checking account? Here's how to account for that transfer.For Corresponding TransactionsThese are instructions for when there are corresponding values in both accounts, such as a direct deposit from Paypal...

By Joshua waldman

Updated 2 months ago

How do I enter Conversion Balances?

You can find the settings for opening balances by going to your settings > tax settingsthen Edit Account BalancesThe first thing to do is to set the conversion dateNext scroll through the page to locate the accounts that need their balances set....

By Joshua waldman

Updated 2 months ago

How do I cancel my account?

To cancel, please let us know the name of the organization you wish to cancel. We will verify your identity and take care of it for you. Email to support@billyapp.com

By Joshua waldman

Updated 2 months ago

How to delete organizations?

Just tell us the name of the organization you want us to delete and we'll take care of it for you. You can email support@billyapp.com. 

By Joshua waldman

Updated 2 months ago

How can I customize my Invoice Templates?

Learn how to make changes to the language or look of templates. This process can also be used to make brand specific templates.Whether you simply want to make a change to your current template or create an entirely new template follow the steps...

By Joshua waldman

Updated 2 months ago

Can I change my email id later? If yes, how many times can I change?

Yes, that's possible! You can change your email address any time and as many times as you like.Just go to Settings > User profile

By Joshua waldman

Updated 2 months ago

Can I give restricted access to my staff?

You can invite users to Billy by going to 'Settings' -> 'Users' and sending an invite. All users have the same access level, so everyone can see everything.Accountants will see a different, more accountant-oriented, screen when they log in. 

By Joshua waldman

Updated 2 months ago