macOS 10.8 - 10.13
from 29,-

Bill 2
The best Invoice App with own Design & Logo for Mac


★★★★★

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Bill 2 Manual

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PART A - THE QUICK INTRODUCTION


It doesn't get any easier … just three simple steps to your perfect invoice

How to create a new invoice
> Menu > File > New Invoice…

How to create a new quote
> Menu > File > New Quote…
Hint: You can also use the toolbar buttons

★★★★★

Bill App Icon

Bill 2

macOS 10.8 - 10.13
from 29,-

★★★★★

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How to add an address to the invoice
Select the Address View
> Menu > View > Address
Click on the 'Add Address' button
Either:
Create a new address by hand
Select one from your contacts
Select a recently used address
Hint: You can edit and delete recently used addresses at any time

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How to add items to the invoice
Select the Items View
> Menu > View > Items
Click on the 'Add Item' button
Either:
Create a new item by hand
Select a recently used item
Hint: You can edit and delete recently used items at any time, newly created items will be automatically added to the recently used items

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How to add shipping costs to the invoice
Select the Items View
> Menu > View > Items
Click on the 'Add Shipping Cost' button
Either:
Create a new shipping cost by hand
Select a recently used shipping cost
Hint: You can edit and delete recently used shipping costs at any time, newly created shipping costs will be automatically added to the recently used shipping costs

How to add a discount to the invoice
Select the Items View
> Menu > View > Items
Click on the 'Add Discount' button
Select discount type
Provide discount amount

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How to print an invoice
> Menu > File > Print…

How to send an invoice as email attachment
> Menu > File > Email Invoice…

How to export an invoice as a PDF file
> Menu > File > Export Invoice As PDF…
Hint: You can also use the toolbar buttons, Invoice/Quote will be printed/created/sent with the selected design, you can change/edit the design(s) at any time in the Preferences

★★★★★

Bill App Icon

Bill 2

macOS 10.8 - 10.13
from 29,-

★★★★★

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PART B - THE PREFERENCES


How to fine tune Bill to your needs

The company details
Open the Preferences
> Menu > Bill > Preferences…
Select the 'Company' tab
This information will be used for all print-outs
IMPORTANT: THE SELECTED DESIGN MUST SUPPORT THE DIFFERENT FIELDS
Hint: You can change the appearance of print-outs by editing the design

Formatting dates and addresses
Open the Preferences
> Menu > Bill > Preferences…
Select the 'Region' tab
If needed and not provided out of the box, provide formatting pattern fitting your needs

Hint: You can change the format for each invoice/quote on the fly

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Invoice numbering and due dates
Open the Preferences
> Menu > Bill > Preferences…
Select the 'Invoice' tab
Invoices and quotes can have ongoing numbers with your own pattern
Provide the pattern fitting your needs
Hint: You can change those numbers on an individual basis for each invoice/quote

Taxes
Open the Preferences
> Menu > Bill > Preferences…
Select the 'Tax' tab
Taxes are applied to individual items
Taxes are saved individually for each invoice

Hint: Additional taxes can be compounded, taxes can be en/disabled individually for invoices/single items

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Boilerplates
Open the Preferences
> Menu > Bill > Preferences…
Select the 'Template' tab
Select the 'Boilerplates' tab
Boilerplates are individually available for invoices, quotes, and reminders
IMPORTANT: THE SELECTED DESIGN MUST SUPPORT THE DIFFERENT FIELDS
Hint: You can change the appearance of print-outs by editing the design, boilerplates can be changed individually for every single invoice/quote on the fly
Pro Tip: Boilerplates allow the use of basic HTML :-)

Localization
Open the Preferences
> Menu > Bill > Preferences…
Select the 'Template' tab
Select the 'Localization' tab
Use this to 'translate' your invoices into your language
You can also use this to just provide 'words' you prefer
This way, you can use Bill in any language possible, even though the GUI is in English
Hint: You can change the appearance of print-outs by editing the design

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Layout and Design
Open the Preferences
> Menu > Bill > Preferences…
Select the 'Design' tab
Use this to add and edit your designs
Select desired design
Designs specify how your print-outs will look
Hint: You can import/export designs at any time with the full version of Bill, you can edit them at any time directly in Bill and Bill free
Pro Tip: You can select and switch between designs in the main window
> Main Window > Toolbar > Design

★★★★★

Bill App Icon

Bill 2

macOS 10.8 - 10.13
from 29,-

★★★★★

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PART C - TIPS AND TRICKS


How to be more productive

Filter
> Menu > Edit > Find > Filter Invoices…
Use this if you just want to see all quotes, unpaid invoices, paid invoices, etc.
IMPORTANT: YOU NEED TO SELECT 'ALL' IF YOU WANT TO 'UNFILTER' YOUR LIBRARY
Hint: You can also use the 'Filter' button

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Invoice Templates
> Main Window > Address > Templates…
Use this for recurring or duplicate invoices
Hint: You can select which invoice parts should be part of the invoice template

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Reminder
> Menu > File > Send Reminder…
Use this if you want to send or print a reminder for an overdue invoice
Hint: You can also use the 'Reminder' button, the reminder feature is only available for overdue invoices, by default, Bill will pre-fill the fields with the boilerplates from the Preferences

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Notification
> Menu > File > Send Notification…
Use this, if you want to schedule notifications that will show up in your 'Notification Center'
This way you can remind yourself of due invoices, or that you want to contact a client again about a quote again, etc.
Hint: You can also use the 'Notification' button

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Report
> Menu > View > Report
The report is bound to the arranged invoices in Bill's main window. This means you can, for example, search for a client and therefore see the report just for this single client or you can pre-filter all your invoices to see a report only for overdue invoices.
Hint: You can edit a report's headline for your records

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Account Book
> Menu > File > Print Account Book…
The account book is bound to the arranged invoices in Bill's main window. This means you can, for example, search for a client and therefore print out the account book just for this single client or you can pre-filter all your invoices to print out only for overdue invoices.

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ookkeeaapp Integration
> Menu > File > Send Invoices To ookkeeaapp
Select which invoices you want/need to use for your bookkeeping
Select date range
Select how items should be treated in
ookkeeaapp
Hint: Date range must correspond to selected tab in ookkeeaapp

★★★★★

Bill App Icon

Bill 2

macOS 10.8 - 10.13
from 29,-

★★★★★

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PART D - BILL FREE


Switching from the free to the full version of Bill

Migrate data from Bill free
> Menu > File > Migrate Data From Bill free…
Hint: The moment you have successfully registered your copy of the full version of Bill and have used Bill free before, you will be automatically asked if you would like to import all your invoices and setting from Bill free now.
IMPORTANT: THIS FEATURE IS ONLY AVAILABLE IN THE FULL VERSION OF BILL.

★★★★★

Bill App Icon

Bill 2

macOS 10.8 - 10.13
from 29,-