FAQs

Some of our most common questions

51 articles in this collection
Written by Billy and Joshua Waldman

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

Written by Joshua Waldman
Updated over a week ago

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

Written by Joshua Waldman
Updated over a week ago

Why no Braintree/PayPal integration?

Can my customers use Paypal to pay an invoice?
Written by Joshua Waldman
Updated over a week ago

Where can I find the iOS app? Android?

Written by Joshua Waldman
Updated over a week ago

Does Billy support time tracking?

Do you want to track your work-hours?
Written by Joshua Waldman
Updated over a week ago

How to Add More Users

Looking to add a co-worker to Billy?
Written by Joshua Waldman
Updated over a week ago

Is it possible to have multiple users?

Written by Joshua Waldman
Updated over a week ago

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

Written by Joshua Waldman
Updated over a week ago

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

Written by Joshua Waldman
Updated over a week ago

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

Written by Joshua Waldman
Updated over a week ago

How do I handle recurring expenses?

Written by Joshua Waldman
Updated over a week ago

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

Written by Joshua Waldman
Updated over a week ago

How to import journal entries?

The fastest way to import transactions into Billy is through the journal.
Written by Joshua Waldman
Updated over a week ago

How to edit transactions

Do you need to void a transaction and start again?
Written by Joshua Waldman
Updated over a week ago

How to handle bank fees in reconciliations?

Written by Joshua Waldman
Updated over a week ago

How many brands can I use in one account?

If your organization has multiple faces, we can help!
Written by Joshua Waldman
Updated over a week ago

How do you compare with Quickbooks or Freshbooks?

Written by Joshua Waldman
Updated over a week 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.
Written by Joshua Waldman
Updated over a week ago

How do I enter Conversion Balances?

Written by Joshua Waldman
Updated over a week ago

How do I cancel my account?

Written by Joshua Waldman
Updated over a week ago

How to delete organizations?

Written by Joshua Waldman
Updated over a week 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.
Written by Joshua Waldman
Updated over a week ago

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

Written by Joshua Waldman
Updated over a week ago

Can I give restricted access to my staff?

Written by Joshua Waldman
Updated over a week ago