Billkeep
Guides, kept short
Each of these is one job, done in a few steps, written on the assumption that you have better things to do than read documentation. Where Billkeep behaves unexpectedly on purpose, the reason is given rather than hidden.
Getting started
Your business details, your currency, and the first invoice. About five minutes.
Writing an invoice
Lines, discounts, due dates, and what changes the moment you finish one.
Payment links
Getting a link out of Stripe, PayPal or your bank, and putting it on the document.
Recording payments
Full, part, and what happens to the figures on every other screen.
Understanding your books
The chart of accounts, the journal, and how to read a profit and loss.
Bills and suppliers
What you owe, when a bill is not an expense, and purchase orders.
Bank and cash
Opening balances, transfers, and squaring off against a statement.
Tax rates and groups
One rate, several at once, compound, and prices with the tax already in them.
Invoice numbering
Prefixes, digits, why there are never gaps, and what to do about two devices.
Repeating invoices
Retainers and monthly work, and why it only ever makes drafts.
Clients and saved items
Adding people, importing a list, and the things you sell over and over.
Printing and PDFs
Getting a clean document out of the browser, and sending it on.
Backup and export
The one file with everything in it, and the CSV for your spreadsheet.
The copy in your account
How your phone and your browser hold the same records, and what it costs.
Moving to a new device
New phone, new laptop, or both at once, without losing a number.
Not finding it?
The questions page covers the things people ask most, including the ones where the answer is “not yet”. Anything else, write in — it is one address and a person reads it.