Billance stores your data locally on your device. In the backup section, you can save the current state manually or set up automatic backups.
Create a Manual Backup
Go to Settings → Backup & Restore and click "Create Backup".
A manual backup currently always includes:
- The local Billance database with company profiles, recipients, internal contacts, products, invoices, and templates
- Optionally the generated documents (PDF/XML)
The backup is saved as a .billance file.
Automatic Backups
Billance can schedule automatic backups. You will find the settings in Settings → Backup & Restore as well.
You can define:
- Whether backups run daily, weekly, or at a fixed hourly interval
- Which folder is used for automatic backups
- How many backups should be kept and how old they may become
- Whether missed backups should be caught up on the next start
- Which file naming pattern should be used
File Name & Security
- By default, backups are encrypted and bound to your account
- The file naming pattern can use placeholders such as date, time, version, or mode
- In transfer mode, the backup is created without account binding. This is practical for manual device moves, but intentionally less restrictive
Restore a Backup
- Go to Settings → Backup & Restore
- Click "Restore Backup"
- Select a .billance file
- Review the backup preview
- Decide whether optional content such as documents and, if present in the backup, app settings should also be restored
- Start the restore
Depending on the backup, the preview can show company profiles, recipients, contacts, products, invoices, templates, folders, payment accounts, and optional documents.
Important: Restoring replaces the database. Log files are not imported. Depending on the content, Billance may require a restart afterwards.
Best Practices
- Create a manual backup before larger changes
- Use automatic backups in addition to manual backups
- Store the backup folder on a second drive or in a secure sync folder
- Occasionally verify that a backup can be read successfully