To bulk import items into Billbooks, go to the “Items” section and click the “Import Items” icon to open the popup. Download the sample CSV,

To create a new client in Billbooks, go to the “Client” section and click the “New Client” button (at top right) to open the popup.

Managing your expenses efficiently is key to staying on top of your finances. Billbooks makes it easy to create both one-time and recurring expenses. Here’s

Keep your cash flow healthy by setting up automatic payment reminders in just a few easy steps: Step-by-Step Guide Notes

The Online Payments Integration section in Billbooks allows your customers to pay their invoices using popular payment gateways such as PayPal, Authorize.net, 2Checkout, Braintree, and

Billbooks lets you personalize your invoices and estimates to match your business needs. You can rename, hide, or add new columns to make your documents