How Billex works

Settings → Business Settings. Add your trading name, logo, address, and VAT/company number — this is what prints on every invoice and quote. While you're there, add a bank account under Settings → Bank Accounts so it's ready to attach to invoices.

Add customers under Customers, or create one on the fly from inside an invoice with "+ Add new customer" — no need to leave what you're doing. Saved Products & Services let you build a line item in one click instead of typing the same description and rate every time.

Invoices → New invoice. Pick a customer, add line items, and it saves automatically as you go. Billing by the hour? Use "+ Priced hours" on a line item to enter a time in/out and a labour rate — it fills in the quantity and price for you. When it's ready, send it by email straight from the invoice, or download the PDF.

Quotes work the same way as invoices and use the same templates. Send a quote to a customer, and once they accept it online, convert it to an invoice in one click — no re-entering line items.

Record payments against an invoice as they come in, so you always know what's outstanding at a glance from Payments or the Dashboard. Overdue invoices are tracked automatically based on the due date.

For customers you bill on a regular schedule, set up a recurring invoice once under Recurring and it'll generate and (optionally) send new invoices automatically on that schedule.

Log business expenses as you spend, and the Dashboard keeps a running tax estimate based on your income and expenses — useful for setting money aside ahead of Self Assessment, not a substitute for filing it.

Templates lets you choose the look of your invoices and quotes and set your accent colour — pick a default once and every new document uses it automatically.