Help center

Sign up with e-mail and password, then enter your company data during onboarding: name, address, UID, bank account (IBAN/BIC). These appear on your invoice header.

Change them anytime under Settings → Company data; under Appearance you can upload a logo and pick an accent color — both show up on PDFs and e-mails.

Enable Kleinunternehmer mode under Settings → Tax (§6 Abs 1 Z 27 UStG). When on, all invoices are VAT-free and carry the mandatory exemption clause automatically.

When off, you work with the regular 20/13/10% VAT rates, selectable per line item.

Under Settings → Invoicing you set the format (e.g. RE-{YYYY}-{SEQ}) and the next sequence. Numbers are assigned at issue time, gaplessly — drafts have no number yet.

Migrating? Set the next sequence to continue where your old tool stopped.

Click New invoice. Pick a customer (or create one — typing the UID auto-fills data from VIES), add items from your catalog or manually, set dates and payment terms.

Save as draft: still editable, no number. Issue: gets a final number and the German PDF is generated. Issued invoices are immutable — only cancellation is possible.

After issuing: Send e-mail (polished German template with PDF attached) or copy the public link — your client can download the PDF, see bank details and scan the EPC QR to pay instantly from their banking app.

Status becomes "Sent"; when the money arrives, mark it Paid.

• Cancel: void an issued invoice with the "Cancel" button — it stays in the record as "Cancelled".
• Duplicate: any invoice becomes a new draft in one click.
• Delivery note: downloadable from the invoice page, without prices.
• ebInterface XML: the Austrian standard e-invoice for accounting software and B2G (Pro).

The Quotes menu works just like invoices — with its own number sequence (AN-…). After issuing, send by e-mail or public link: your client decides with Accept/Decline buttons and you get an instant e-mail notification.

On an accepted (or open) quote, click Convert to invoice: items and customer carry over into a new invoice draft. The two documents stay linked both ways.

Under Recurring invoices (Pro), create a template: customer, items, frequency (weekly/monthly/quarterly/yearly), start/end dates. With Auto-issue the system issues the invoice on the due day; with Send by e-mail it's delivered to the client immediately.

"Run now" issues the next one instantly.

On an overdue invoice you'll find Send reminder — a polite German Zahlungserinnerung goes out with the PDF, followed by firmer 2nd and 3rd levels (max 3).

Automation (Pro): enable auto-reminders in Settings and set your Mahnfrist (e.g. 7 days) — the system checks daily and sends the next level automatically.

Under Expenses, record costs with categories (office, travel, software…). Monthly grouping and totals show where the money goes; Reports include revenue–expense–profit.

AI scanner (Pro): photograph a receipt — the AI reads vendor, date, net/VAT/gross and even guesses the category. You just approve.

From the floating bubble (or the AI assistant menu) ask anything about your data: "What's outstanding?", "Who's my biggest client this year?" — the AI knows your entire schema and queries freely.

It also acts: issues invoices, sends e-mails, creates customers/products/expenses/tasks, changes statuses. Conversations persist across refreshes.

The assistant accesses only your own company's data — every query is force-scoped to your tenant. Writes go exclusively through validated, typed operations (raw SQL writes are technically blocked) and sensitive fields (passwords, API keys) are architecturally out of reach. It can never delete an issued invoice — only the lawful cancellation.

Under Settings → Team, invite a colleague or your accountant by e-mail (Pro). Two roles:

• Admin: everything, including settings.
• Member / accountant: invoicing and data — settings, billing, API and team management are locked.

The invitee registers (or signs in) via the link and lands directly in your company. Invites last 7 days and can be revoked.

Basic (free): 10 issued documents/month, unlimited customers/products, PDF + e-mail + public link + QR, expense tracking, manual reminders.

Pro (€19/mo, 14-day free trial): unlimited invoicing, AI assistant + receipt scanner, auto reminders, recurring invoices, API + webhooks, e-invoice XML + delivery notes, team members.

Under Settings → Subscription everything happens in-app: next charge, card last digits, full invoice history with PDFs — and cancellation too (Pro stays active until period end; you can undo until then). Card changes open the secure Stripe portal.

Generate a key under Settings → API keys (Pro) — the bil_live_… key is shown once, treat it as a secret. Auth: Authorization: Bearer header.

Endpoints under /api/v1: customers, products, invoices (with issue + PDF), expenses — list, search, create. See the quick reference below the keys panel.

Under Settings → Webhooks, add an HTTPS URL and pick events (invoice.issued, invoice.paid, quote.accepted…). Every delivery is HMAC-SHA256 signed:

X-Billtree-Signature: t=<unix>,v1=HMAC_SHA256(secret, t + "." + raw_body)

The whsec_… secret is shown once. Failed deliveries are retried automatically; the last response status shows in the list.

Billtree is an installable web app:

• Android/Chrome: the browser offers installation, or menu → Add to home screen.
• iPhone/Safari: Share icon → Add to Home Screen.

It then runs full-screen with its own icon — with the bottom quick-dock, camera receipt scanner and the floating AI assistant.