Billance Help Center
Guides for every Billance feature – for the desktop app and the apps for iPhone, iPad and Android.
Getting Started
Setup, login and company profiles
Home Screen & Key Figures
The Billance home screen shows outstanding receivables, revenue, expenses and open tasks at a glance – per company profile.
DesktopMobile
Use the Local Automation API
Create invoices from your own software: the local Billance automation API with endpoints, tokens and examples.
Desktop
API: Create, export and validate e-invoices
API: Create, export and validate e-invoices – HTTP requests and examples for the local Billance API.
Desktop
API: Create your first invoice and download its PDF
API: Create your first invoice and download its PDF – HTTP requests and examples for the local Billance API.
Desktop
Invoices & Documents
Invoice management, documents and required fields
Recipients & Internal Contacts
Create recipients and internal contacts: addresses, payment terms, buyer reference and import from CSV or vCard.
DesktopMobile
Credit Note & Cancellation
Correct invoices: the difference between a credit note and a cancellation, the reference to the original invoice and correct numbering.
DesktopMobile
Folders, Archive & Trash
Organize documents in Billance: create folders, archive completed cases and restore deleted items from the trash.
DesktopMobile
Create & Edit Documents
Create invoices, quotes and other documents in Billance: line items, taxes, drafts and finalization step by step.
DesktopMobile
E-Invoicing
Formats, required fields and validation of e-invoices
Enable Apple Intelligence: Devices & Help
Enable Apple Intelligence on Mac, iPhone and iPad: supported devices, requirements and fixes for a greyed-out option in the Billance converter.
DesktopMobile
BT Numbers – What Do They Mean?
EN 16931 BT numbers explained: how the data model is built, the key business terms and what they mean in an e-invoice.
DesktopMobile
Converter
Turn existing PDF invoices into ZUGFeRD or XRechnung: recognition, validation and output in the Billance converter.
DesktopMobile
Converter Templates
Create converter templates so Billance reads recurring PDF layouts from a supplier correctly and automatically.
DesktopMobile
Data & Security
Backup, restore and cloud synchronization
Backup & Restore
Secure and restore your Billance data: manual and automatic backups, encryption and transferable .billance files.
DesktopMobile
Cloud Synchronization
Use Billance on several devices: set up Cloud Sync, choose a provider, resolve conflicts and understand end-to-end encryption.
DesktopMobile
Expenses & Receipts
Incoming invoices, payments, and exports
Bank Reconciliation
Match bank transactions with invoices and receipts: confirm suggestions, record payments automatically and undo matches.
DesktopMobile
Analyze Expenses
Analyze expenses in Billance: categories, periods, supplier comparison and preparing your tax return.
DesktopMobile
Manage Open Payables
Keep track of open liabilities: due dates, partial payments, cash discount and the status of an incoming invoice.
DesktopMobile
Finalization, History & Original Files
Work in an audit-proof way: finalize receipts, follow changes in the history and keep original files unchangeable.
DesktopMobile
Master Data & Templates
Products, payment methods, number ranges and text blocks
Number Ranges
Define invoice, customer and article numbers in Billance: format, next number and separate number ranges per category.
DesktopMobile
Payment Methods & Payment Accounts
Store payment methods and bank accounts for invoices: SEPA transfer, direct debit, cheque and online payment with IBAN validation.
DesktopMobile
Products & Services
Maintain the Billance product catalog: articles, services, categories, units with BT-130 code plus CSV import and export.
DesktopMobile
Text Blocks & Email Templates
Create header and footer texts plus email templates per document type – with placeholders, bilingual and reusable.
DesktopMobile
Account & App
Subscription, security, notifications and appearance
Account, Password & Two-Factor Authentication
Secure your Billance account: change your password, set up two-factor authentication, store recovery codes and end sessions.
DesktopMobile
Appearance & Language
Adjust the interface: switch language, choose a light or dark theme, reduce animations and change the display size.
DesktopMobile
Credits for AI pages
What credits are, how to buy them and in which order the Premium allowance and credits are used in the AI converter.
Setting Up Notifications
Define what Billance informs you about: categories, system notifications, in-app banners and do not disturb mode.
DesktopMobile