Login Billtobox
General settings
- How to customize the email address used to send invoices to my customers
- How to send invoice attachments to my accountant
- How to share comments with my accountant
- How to undo an invoice marked as paid by mistake
- How to add a logo to outgoing invoices
- What happens when the due date is prior to the invoicing date?
- How to merge duplicate customers/suppliers
- How to automatically assign a default due date to invoices created on Billtobox
- How to customize columns
- What are the different tasks?
- How to set up invoice numbering
- How to restore deleted accounts payable?
- How to accept incoming invoices automatically?
- How to add comments on invoices
- How to edit an archived invoice?
- How to use the advanced search
- How to download an invoice's PDF
- How to send an invoice to the customer's email inbox
- How to clone an invoice
- Dashboard overview
- Reports settings
- How to add VAT rates
- Automation settings
- Personal settings
- How to automatically approve invoices coming from trusted suppliers
- Company info settings
- Accounts payable settings
- How to create a catalog of products (or services)
- Accounts receivable settings
- How to split a PDF that contains multiple invoices in one file