How to make invoices with Billin?
Do you want to learn how to make invoices quickly and easily? In this article we will show you **how to make invoices with Billin, an online tool specially designed for freelancers and small businesses. Billin allows you to create and send invoices efficiently, without complications or long procedures. With this platform, you can streamline your billing process and have greater control over your income and expenses. Next, we will explain step by step how to use this useful tool to manage your invoices in the best possible way. Are you ready to start using Billin and simplify your invoicing tasks? Read on to find out everything you need to know!
– Step by step -- How to make invoices with Billin?
- Step 1: The first thing you should do is logged on the Billin platform if you don't have an account yet. You can do this quickly and easily by entering your personal and business information.
- Step 2: Once inside your account, select the option create invoice in the main menu. This action will take you to a form where you can enter all the details of the invoice.
- Step 3: On the form, be sure to include the Customer information, the detailed description of the products or services lent, the amount, unit price and any other relevant data.
- Step 4: Once you have completed all the necessary fields, review the information to verify that it is correct. This is crucial to avoid invoice errors.
- Step 5: After verifying the information, you can save the invoice as a draft if you want to edit it later, or send it directly to the client through the platform.
- Step 6: Billin allows you to make a invoice tracking sent, so you will be able to know if the client has received them and if they are pending payment.
FAQ
How to make invoices with Billin?
1.
How to create my account in Billin?
1. Enter the Billin website.
2. Click on “Sign up”.
3. Complete the form with your personal and company information.
4. Verify your account through the email you provided.
How to add a client in Billin?
1. Log in to your Billin account.
2. Click on "Customers" in the side menu.
3. Select “Add Client”.
4. Complete the form with the client's information.
5. Click "Save".
How to create an invoice in Billin?
1. Access your Billin account.
2. Click “Invoices” in the main menu.
3. Select “New Invoice”.
4. Complete the required information, such as the customer, products or services, and the amount.
5. Save the invoice.
How to send an invoice in Billin?
1. Go to the “Invoices” section in your Billin account.
2. Select the invoice you want to send.
3. Click “Send” and choose the delivery method, such as email or download.
4. Confirm and send the invoice.
How to manage payments in Billin?
1. Access the “Invoices” section in your Billin account.
2. Select the invoice pending payment.
3. Click “Record Payment”.
4. Complete the information about the payment received.
5. Save the changes.
How to get billing reports in Billin?
1. Log in to your Billin account.
2. Click “Reports” in the main menu.
3. Select the type of report you want to generate, such as monthly billing or invoice status.
4. Download or view the generated report.
How to customize my invoices in Billin?
1. Log in to your Billin account.
2. Go to the “Settings” section.
3. Select “Invoice Customization.”
4. Modify the elements you want, such as the logo, colors or text.
5. Save the changes made.
How to add taxes to my invoices in Billin?
1. Access your Billin account.
2. Go to the “Settings” section.
3. Select “Taxes and withholdings”.
4. Add the taxes you need, such as VAT or withholdings.
5. Save the changes made.
How to manage my expenses in Billin?
1. Log in to your Billin account.
2. Click “Expenses” in the main menu.
3. Select “New Expense”.
4. Fill in the information about the expense, such as date, supplier, and amount.
5. Save the expense record.
How to synchronize my Billin account with my bank?
1. Access the “Connections” section in your Billin account.
2. Select “Add bank connection”.
3. Choose your bank and follow the instructions to establish the secure connection.
4. Verify that the sync completed successfully.