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BillTend Help

Help for every step of billing

Set up your firm, turn work into invoices, and follow up when a balance is overdue.
Create your first invoiceExplore the specialist portal
Bill work and issue invoicesRecord time, flat fees, and expenses. Then review the charges and create a PDF invoice.
Track payments and balancesRecord a payment, apply a credit, and correct a mistaken entry.
Follow up on overdue billsReview a reminder, check delivery, and pause when a client replies or pays.
Manage your firmSet up firm details, invite colleagues, and manage their access.

Your billing workspace

Section titled “Your billing workspace”
BillTend Home with four balance metrics and overdue invoices ranked by age
Home shows what’s overdue, what’s due soon, and the latest activity. This workspace uses fictional data.

These guides cover the current BillTend build. Your workspace may show different options depending on your role and enabled features.