Invoices & Documents
Invoice management, documents and required fields
12 articles
Recipients & Internal Contacts
Create recipients and internal contacts: addresses, payment terms, buyer reference and import from CSV or vCard.
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Credit Note & Cancellation
Correct invoices: the difference between a credit note and a cancellation, the reference to the original invoice and correct numbering.
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Folders, Archive & Trash
Organize documents in Billance: create folders, archive completed cases and restore deleted items from the trash.
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Create & Edit Documents
Create invoices, quotes and other documents in Billance: line items, taxes, drafts and finalization step by step.
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Document Designer
Design your invoice layout yourself: logo, fonts, colors, line item table and footer in the Billance document designer.
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Document Templates
Create document templates in Billance: line items, tax scheme, payment terms and output format defined once.
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Document Management
Manage invoices in Billance: statuses, incoming payments, filters and search in the document overview.
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Create and Convert Offers
Write quotes, track them and convert them into an order confirmation or invoice with a single click.
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Order Confirmations & Delivery Notes
Create order confirmations and delivery notes in Billance, link them and turn them into an invoice.
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Recurring Invoices
Automate recurring invoices in Billance: interval, runtime, lead time and automatic generation of repeating invoices.
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Required Data for Other Invoices
Mandatory invoice fields under section 14 of the German VAT Act: full list, small amount invoices and what Billance checks automatically.
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Reminders & Payment Notices
Create payment reminders and dunning levels in Billance: deadlines, reminder fees, default interest and follow-up.
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