Getting started

Welcome to Bilify What Bilify does, how your workspace is organised and the order in which to set it up so you can issue your first invoice. Create your account Sign up, confirm your email address and choose the plan that unlocks your first company workspace, including how the free trial works. Interactive walkthrough Set up your company profile Fill in the company details, address, default currency, logo and brand color that Bilify prints on your documents and shows to clients. Interactive walkthrough The Overview dashboard What every card on the Overview page means, how the date range changes the numbers and where each card takes you. Invite your team Give colleagues and your accountant their own login to your company, pick the right role for each and know what the invitation email does. Interactive walkthrough Run several companies Add another company to your account, give it its own plan and switch between companies without signing out. Interactive walkthrough Requires: Multiple workspaces Your account and security Change your name, email, password and profile picture, add a passkey, choose your personal notifications and sign out safely. Interactive walkthrough