BillSend makes it quick to create a professional invoice. Here is how.
Creating from scratch
- Go to Invoices and click "New invoice"
- Enter the client name, email, and job description
- Add your line items with descriptions, quantities, and prices
- Set a due date — this tells the client when payment is expected
- Add any payment instructions (bank details, PayPal, etc.) in Settings
- Click "Send by email", or open "More" to send it by WhatsApp or share the link
Converting a quote to an invoice
If you quoted for the job first, you can convert the quote to an invoice in one click. Open the quote and click "Create invoice". All the line items, client details, and pricing carry over automatically.
Sending the invoice
Click "Send by email" and BillSend emails your customer a link to the invoice, or open "More" to send it by WhatsApp or share the link another way. Your customer can view it on any device without creating an account, and your payment instructions are shown on the invoice.
Always include a due date. Invoices without due dates get paid later — sometimes much later.
Prefer to see the invoice as you fill it in? Switch to Paper view at the top of the editor and type straight onto the page your customer will get — your logo, details and payment instructions are already on it.
Frequently asked questions
How do I create an invoice from scratch in BillSend?
Go to Invoices, click "New invoice", add the customer, job and line items (in the form or in Paper view), set a due date, then click "Send by email" — or open "More" to send it by WhatsApp or share the link.
Can I turn a quote into an invoice in BillSend?
Yes. Open the quote and click "Create invoice" — all the line items, client details, and pricing carry over automatically in one click.
Why is it important to set a due date on an invoice?
Invoices without due dates get paid later, sometimes much later, so always include one to tell the client when payment is expected.
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