🚀 Getting Started

How BillSend works

A quick overview of BillSend — what it does, who it is for, and how to get the most out of it.

3 min read

BillSend is a simple quoting and invoicing tool built for small service businesses — tradespeople, freelancers, contractors, and anyone who needs to send professional quotes and invoices without the complexity of full accounting software.

The core workflow

  1. Create a quote — add your line items, quantities, and prices, either in a simple form or by typing straight onto the page (Paper view).
  2. Share the quote — send your client a link they can view on any device.
  3. Client accepts — they can accept or decline directly from the quote.
  4. Convert to invoice — once the work is done, turn the quote into an invoice in one click.
  5. Get paid — your payment instructions appear on every invoice, and you mark it paid once the money arrives.

What BillSend is not

BillSend is not full accounting software. It does not connect to your bank, file tax returns, or manage payroll. It focuses on one thing — getting quotes and invoices out quickly and looking professional.

Set up your branding in Settings before you send your first quote. Adding your logo and brand colour makes a big difference to how professional your documents look.

Frequently asked questions

What is BillSend?

BillSend is a simple quoting and invoicing tool built for small service businesses such as tradespeople, freelancers, and contractors, letting them send professional quotes and invoices without full accounting software.

Does BillSend handle accounting, tax returns, or payroll?

No. BillSend is not full accounting software — it does not connect to your bank, file tax returns, or manage payroll. It focuses on getting quotes and invoices out quickly and looking professional.

What are the steps in BillSend's core workflow?

Create a quote with line items, share it with the client via a link, the client accepts or declines, convert the accepted quote to an invoice in one click, then mark the invoice paid once the client pays using your payment instructions.

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