Invoices

All about invoices

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Invoiced paid in foreign currency.

How to mark an invoice paid which was created a different currency?Recording the payment for an invoice which was created in the currency other than your base or default currency can be tricky, but nothing to worry about as Billy is always ready...

By Joshua waldman

Updated 2 months ago

Hack for asking for invoice deposits

Billy does not currently have integrated deposit functionality. Here's one way to get around this and still only create a single invoiceMany companies ask for deposits before beginning work for customers. Billy currently does not have an automated...

By Joshua waldman

Updated 2 months ago

How to create a Tax Invoice for Australian users?

Need a new or different name for your Invoices?How to create a Tax Invoice for Australian user?Billy is designed to be used internationally, that is why we have integrated option for you customize your templates and rename the taxes as per your...

By Joshua waldman

Updated 2 months ago

Overdue invoices and late fees

All businesses have customers who do not pay on time. Using this process reminders can be sent and late fees imposed; if desired.Sometime it becomes necessary to remind customers they have an outstanding balance in your Accounts Receivable. It may...

By Joshua waldman

Updated 2 months ago

How to Issue a Refund to Customers

Sometimes money needs to be returned. It's important that not only bank accounts are updated, but also the proper Chart of Accounts items.Sooner or later a customer is going to request a refund. In terms of your company's books it's important to...

By Joshua waldman

Updated 2 months ago

Invoice Tracking Data

Invoices get sent out. Did it get sent? Was it viewed? How do you know?In the right hand column on the invoices page many types of data are tracked. Paid vs. Unpaidviewing statusCustomerTransaction number Timeline (both automated and manual...

By Joshua waldman

Updated 2 months ago

How to send Invoice in a different currency

Sometimes customers in other countries want to be billed in their home currency. Billy can do that; and so can youAt times you may need to send a customer an invoice in another currency. This is pretty easy to do; if you understand the...

By Joshua waldman

Updated 2 months ago

Customize what you call your taxes

Do your customers need to see GST, HST or any other name for the taxes they pay?With Billy, you can create or customize invoice templates to reflect what you call you taxes. Head to Settings > Templates and either Edit the default or create a new...

By Joshua waldman

Updated 2 months ago

Australian invoice hacks

Billy's Aussie contingent isn't shy about letting us know about their special Invoice needs. Here's some hacks to make it happen.Billy has heard from our Australian customers that there are special requirements for their invoices.Below are some of...

By Joshua waldman

Updated 2 months ago

How to record partial payments on invoices

Did someone pay you 50% upfront per your terms?When the payment comes into your bank account you will simply drag the invoice on top of the payment and label it a Partial payment. The invoice will automatically get updated and you can send your...

By Joshua waldman

Updated 2 months ago

Logo Sizes in Billy Invoices and Quotes

Wondering what dimensions to upload to Billy?There are three places to upload your logo in BillyMain Logo SettingsGo to Settings > OrganizationThe dimensions for your logo are best optimized at 400 x 70 pxIcon SettingsJust below your logo is the...

By Joshua waldman

Updated 2 months ago

Variables for Recurring Invoices and Email Templates

Use these variables to automatically populate default emails or recurring invoicesWith subscription invoice variables, you do not have to manually update subscription invoices with, for example, week number, month name, and more.This means that...

By Joshua waldman

Updated 2 months ago

Create an invoice

There are a couple of ways to start adding invoices to Billy. Watch the video below to get started! 

By Joshua waldman

Updated 2 months ago

Print, email, send or edit invoices

Once you approve your invoice, you’re greeted with a new set of tools that you can use to edit the invoice after its creation.Invoice description: This gives a summary of the invoice number and the customer it is for. 2. Enter payment: If you get...

By Joshua waldman

Updated 2 months ago

Welcome to Invoice Page!

Keeping an eye on your invoices is important for making sure you get paid on time. Check out the video below for some quick best-practices. 

By Joshua waldman

Updated 2 months ago