Help centre

Set up BillSend and send your first quote or invoice.

• How BillSend works→
• Sending your first quote→
• Setting up your business branding→

Create, send, and manage professional quotes for your clients.

• Filling in a quote on the page (Paper view)→
• Difference between a quote and an estimate→
• How to follow up on a quote→
• How to write a quote for a job→
• How to write a quote email to a client→
• Hourly rate vs fixed price: which should you quote?→

Invoice clients, track payments, and stay on top of what you are owed.

• How to create and send an invoice→
• Invoice payment terms explained→
• What is a proforma invoice and when should you use one?→
• How to send a deposit invoice→
• How to invoice for services (not products)→
• What invoice number system should I use?→
• What is a credit note and when do you issue one?→

Payment methods to offer clients and how to record payments.

• Payment methods to offer clients→

Manage your branding, subscription, and account preferences.

• Upgrading to BillSend Pro→
• Customising document labels→

Chase overdue invoices, handle disputes, and improve your cash flow.

• How to chase an unpaid invoice→
• How to get paid faster→
• Should you offer early payment discounts?→
• How to handle a client who disputes an invoice→

Invoice requirements, VAT, late payment law, and your legal rights.

• What must an invoice include? (UK legal requirements)→
• Do I need to charge VAT on my invoices?→

Pricing strategy, retainer clients, purchase orders, and working smarter.

• How to invoice as a freelancer→
• How to price your services as a freelancer or consultant→
• How to ask a client for a purchase order number→
• How to set up recurring invoices for retainer clients→