Setting Up Your Account

Setting up your Billo Invoicing account is quick and easy. Follow these steps to get started.

Complete Your Profile

Go to Settings > Profile and ensure that the following fields have been correctly populated:

  • Your Name
  • Your Email Address

Add Business Information

Go to Settings > Business Information and add:

  • Business Name
  • Support Email Address
  • Phone Number
  • Website
  • Tax Id/ VAT Number
  • Business logo

To add Business Address, go to Settings > Business Address and add:

  • Street Address
  • City
  • State/Province
  • Country
  • Post Code

Configure Invoice Defaults

Go to Settings > Invoice Preferences to set:

  • Default Currency
  • Invoice Locale
  • Starting Invoice Number
  • Default Invoice Terms
  • Invoice Template
  • Whether to include address on invoice
  • Whether to include phone number on invoice
  • Whether to automatically send invoices once saved
  • Whether to enable CIS
  • Remove the branding
  • Change the invoice colour

Set Up Banking Details

In Settings > Banking Information, add:

  • Account Holder Name
  • Account Number
  • Sort Code (For UK Accounts)
  • Or connect to Stripe for online payments

Choose Notification Preferences

Go to Settings > Notifications to enable/disable:

  • Email notifications
  • Payment notifications
  • Invoice reminders
  • Due date reminders
  • Overdue reminders

Tips For New Users

  1. Start Simple: You can always add more details later.
  2. Use Templates: Save common invoices as templates for quick reuse.
  3. Import Clients: Use CSV import if you have many existing clients.
  4. Enable Auto-Send: Set "Send Invoice on Save" if you want invoices send immediately.