BillFlow

BillFlow documentation

How to create, issue and track invoices, quotations, delivery notes and every other document your business sends.

Getting started

What BillFlow doesThe documents BillFlow produces, how they move from draft to paid, and where each part of the product lives.

Concepts

Document lifecycle and statusesHow a document moves from draft to issued, sent, paid or delivered, and why some moves are never offered.Document numberingWhen a number is assigned, why two people can never get the same one, and how the format is built.Taxes, currencies and roundingInclusive and exclusive taxes, compound taxes, and how each currency's minor unit decides the rounding.Formulas in the items tableCustom columns that calculate from other columns, the functions available, and the errors the engine refuses.Templates and brandThe built-in templates, what a template controls, and how your brand settings reach every document.

Guides

Create an invoiceStart an invoice, name the customer, add lines, then save it as a draft or issue it with its number.Create a quotationStart a quotation in the same editor as an invoice, and see how its numbering, due date and subject differ.Record a response and convert a quotationRecord what a customer accepted, rejected or took in part, and convert the accepted lines into an invoice.

Reference

Document typesEvery document type BillFlow can create, with its code, default number prefix and whether it carries amounts.Keyboard shortcutsEvery keyboard shortcut BillFlow responds to, in the app and in the document editor.