Help
Billr Help Center
One guide per part of Billr, step by step and with screenshots. Each guide also answers the questions people ask most about it.
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Getting started
- Get started with Billr Create your Billr account, fill in your business details, find your way around Home and send your first invoice. A short tour for your first day.
- All settings at a glance An overview of every part of Settings in Billr: what you set there, who sees it, and which guide explains it further.
- Work offline and sync your data See what you can do in Billr without a connection, how your changes sync when you are back online, and how Billr works across your phone and laptop.
Clients, projects and time
- Manage your clients Add a client in Billr, set a default hourly rate, group clients with tags and see at a glance what each client still owes you.
- Track projects and tasks Create a project for a client, set a budget and estimated hours, plan the work in tasks and log time on each task. With your own task statuses if you want them.
- Track your time with the timer Track time in Billr with the timer or add hours by hand, correct a time entry, see which rate it uses and turn your hours into an invoice.
- Save items for invoices and quotes Save the services and products you invoice often as items, with a price per hour, day or item, and add them to an invoice or quote in a few taps.
Quotes, invoices and payments
- Create and send quotes Create a quote in Billr, send it to your client to sign online, follow its status and turn a signed quote into an invoice without retyping it.
- Create and send invoices Create an invoice in Billr from items or tracked time, send it as a PDF and follow it from draft to paid. Step by step, with screenshots.
- Invoice layout, tax and currency Choose an invoice template and colour in Billr, add your logo, set the numbering and date format, and set up tax and currency for every invoice and quote.
- Get paid online with Stripe and PayPal Connect Stripe or PayPal in Billr so clients can pay an invoice online, and add bank transfer instructions or a payment QR code for clients who pay by bank.
- Reminders and payment reminders Get a reminder about overdue invoices in Billr, let Billr email payment reminders to your clients around the due date, or send one by hand.
Report, team and plan
- See your revenue and hours in the report Read the Revenue report and the Work report in Billr, filter them by period, client or team member, and export them as PDF or CSV.
- Work together in a team Invite team members to Billr, give them the Owner, Admin or Member role, decide who sees what, and follow every change in the audit log.
- Choose, change or cancel your plan Compare the Billr plans, buy one in the app or on the web, upgrade or downgrade, cancel your subscription and restore a purchase.
- Your Billr account and privacy Sign up and sign in to Billr, change your profile and app settings, see where your data is kept, restore deleted records and delete your Billr account.
Frequently asked questions
- What is Billr?
- How do I create an account?
- How do I send my first invoice?
- Can I import my clients from another tool?
- What do I get on the free plan?
- How do I start and stop the timer?
- Does the timer keep running when I close the app?
- How do I correct a time entry?
- Can I add hours I forgot to track?
- Which hourly rate does a time entry use?
- How do I turn tracked hours into an invoice?
- How do I create an invoice?
- How does Billr number invoices?
- How do I put my logo and my colour on the invoice?
- Which invoice templates can I choose?
- How do I put tax on my invoices?
- How do I mark an invoice as paid?
- Can I send an invoice again?
- What is the difference between cancelling and deleting an invoice?
- How do I make a quote?
- How does my client sign a quote?
- Why does my client need an access code for the quote?
- How do I turn a signed quote into an invoice?
- What happens when a quote expires?
- What do I fill in for a client?
- What are client tags for?
- Where do I see what a client owes me?
- How do I create a project?
- How does Billr track a project budget?
- Can I use my own task statuses?
- How do I track time on one task?
- Which periods can I report on?
- Can I export a report?
- What counts as billable hours in the report?
- How do I connect Stripe?
- How do I accept PayPal?
- What does Billr charge on a payment?
- When do I get the money from an online payment?
- Can my invoice carry a payment QR code?
- My client says the payment link does not work. What now?
- Which plans does Billr have?
- How do I upgrade my plan?
- How do I cancel my subscription?
- I paid, but the app still says Free. What do I do?
- What does the lifetime plan mean?
- How do I invite someone to my team?
- What is the difference between owner, admin and member?
- What do my team members see from each other?
- How do I see who changed what?
- What can I do without a connection?
- When does my offline work sync?
- Can I use Billr on my phone and my laptop at the same time?
- How do I change the language?
- How do I change my currency?
- How do I delete my account?
- Where is my data kept?
- My client never got the invoice. What now?
- I cannot sign in. What should I check?
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