In this guide, you will learn how to set up the Billdu Online Invoicing system within the service interface. If you have not yet purchased the service, you can follow the How to purchase the Billdu Online Invoicing Plugin guide. For complete information about this service, we also recommend visiting the Billdu help page.
This service allows you to create and manage invoices, with advanced features. You can create recurring invoices, cancel invoices, and customize them in many ways. Additionally, you can enable reminders for unpaid payments, which will notify your customers.
Basic Settings
1. After purchasing the service, you can proceed with the setup through the project administration, where you select the Billdu Invoicing option on the Plugins tab.
2. Click the Manage button to access the Billdu service administration.
3. On the homepage, you can start with the basic steps for using the service.
4. Under Complete business profile and payment options, fill in your business details and contact information under the Business details tab. Here, you can also upload your logo and signature.
5. Under the Payment options tab, enter your payment details (account number and bank information). You can also set up payment via Stripe (an online card payment gateway) or PayPal.
6. In the Customize your branding section, you can configure the invoice Template design and select a color.
Under the Template adjustments tab, you can set the visibility of individual invoice fields, document details, and the number of decimal places for rounding.
In the Edit labels section, you can set the invoice language.
7. You can test issuing your first invoice by clicking Send an invoice. Before this step, you must first create a new client (see the Clients section in this guide).
When creating a new invoice, you will fill in details such as the client (who must be pre-set or added within the invoice), invoice number, issue and due dates, payment method, shipping cost, and discount. You can also add the services or products being billed. Save the invoice by clicking Save in the upper right corner.
You will then see an invoice preview, where you can make additional adjustments or add payment details.
8. You can download the Billdu mobile app using the corresponding button. You can request a link to the app or go directly to the app store for Android or iOS.
WARNING: To log in to the mobile app, you must use the email address associated with your Webnode login.
9. In the Invite an accountant section, you can invite additional users (such as accountants) to collaborate.
Creating Items
In the left-side menu, you will find a control panel for Billdu, where you can create or edit items such as Invoices, Expenses, Products, etc. To create a new item, click on the corresponding menu option and select New... (e.g., New invoice). The number of items you can add depends on the Billdu service plan you have purchased. More details can be found in the How to purchase the Billdu Online Invoicing Plugin guide.
Documents
In the Documents section, you can create Invoices, Estimates, and Pro forma invoices, as well as Delivery notes, Credit notes, and Recurring invoices. These documents have similar properties but serve different purposes. Above, you can see an example of creating a standard invoice (see step 7).
Expenses
In the Expenses section, you can create Expenses and Recurring expenses. Fill in the name, price, tax, merchant, date, and optionally set up recurrence. You can also upload a file related to the expense.
You can create categories or subcategories for expenses.
Clients
In the Clients section, you can create client profiles, entering details such as name, address and contact information. You can also add notes. This way, you won’t need to re-enter client details each time.
Services/Products
In the Services/Products section, you can add new services or products to be invoiced. Enter standard details such as name, description, price, or discount. For products, you can also add an image.
Settings
In the Settings section, you can adjust the general information from the initial setup, including company details, payment options, invoice design, and team management.
You can also configure email communication, including notification formats for sending documents. Additionally, you can enable reminders for unpaid invoices, which will notify customers about pending payments.
Finally, you can set up tax rates to be used in the created documents.
