Templates
Save valuable time on recurring invoices with reusable invoice templates, product data, and importable contacts.
Two kinds of templates
Billance clearly separates invoice templates (defaults for new invoices) from OCR templates (field recognition for incoming PDFs and images).
Invoice templates
Maintain defaults for recipient, tax rate, payment terms, design template and output format. Creating a new invoice automatically applies these values.
OCR templates
Visually mark where invoice number, date, totals or line items live on a supplier PDF. On the next document from the same supplier, Billance extracts the fields automatically.
Your benefits
Intelligent Text Recognition (OCR)
Billance automatically recognizes relevant fields such as invoice number, date, and amounts in your imported documents.
Visual Area Marking
Mark the areas on the invoice from which data should be extracted with a few clicks – ideal for unstructured formats.
Reusable OCR Profiles
Save a supplier's markings as a profile. Next time, Billance recognizes the layout and reads the data correctly.
Custom Invoice Templates
Create templates with your own sender data, logos, and standard texts for different business areas.
Predefine Payment Terms
Set payment terms, discounts, and legal notices per template to save time with every invoice creation.
Less Manual Rework
Through the smart combination of templates and automated extraction profiles, you minimize tedious typing.
Product and service catalog
Manage categories, units, item numbers, net/gross prices, tax categories, and internal notes including CSV import and export.
Import contacts and set defaults
Import recipients and contacts via CSV, Outlook CSV, or VCF and define defaults for output format, price logic, tax mode, payment account, and design template.
Ready for legally compliant e‑invoices?
Start with Billance and create your first e-invoices in just a few minutes.