Installation

Install and Activate Billy.

[Optional] Purchase, Install and Activate Billy PRO. This can also be done after you thoroughly tested the free version.

Initial setup

The first step is to open the WordPress Theme Customizer and modify all the global settings, such as the name, address, currency, business information, and payment terms.

If the initial invoice number should not start from 0, don’t forget to define it. You can also specify the month in which the financial year begins.

If you’ve purchased a license for the PRO version, enter the license key to receive automatic updates.

Now you are ready to create your first Invoice, Quote or Accounting record.

QR Code template [PRO]

If you would like your customers to pay invoices with their mobile E-Banking app you need to define a QR code template using placeholder variables. To help you get started with this feature we’ve developed a QR Payment Code generator.

Right now the QR code template generator supports the European Payments Council (EPC) payment standard.

To dos [PRO]

Create a new post and start adding blocks in the Kanban-style board.

We’ve developed a custom To do checklist block which let’s you create tasklists. You can even set a due date so that you never miss a deadline or assign users to your lists.

Adding child posts (sub-projects) allows you to group related projects together and create a useful overview for you and your team.

Time tracking [PRO]

Create a new post, click on the Play button and add a description. That’s it.

When you’re finished with your task, stop the tracking and proceed anytime by adding a new table row.

Adding Child posts (sub projects) let’s you can combine related projects and create a useful project overview for you and your team.