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Go to Invoices in the sidebar and click + New invoice. Enter the client name, amount, due date, and an optional description. Click Create invoice — it appears in your list immediately.

Click on any invoice in the list to open the detail page. Click the Mark as paid button in the top right. The status updates immediately and the invoice moves to your Paid filter.

Go to Invoices and switch to the Quotes tab, then click + New quote. Enter the client, amount, and how long it stays valid. Once the client accepts, click To invoice on that row and Billvy creates the invoice for you — same client, same amount, nothing retyped. A converted quote is locked afterwards so the same work can't be billed twice.

Yes. Go to Invoices, switch to the Recurring tab and click + New schedule. Pick the client, amount, how often it repeats, and your payment terms. Billvy raises each invoice automatically on its date. Use Invoice now to raise the next one early without shifting the schedule, or Pause to stop it temporarily. If Billvy is offline over a scheduled date it picks up on the next one rather than sending a burst of catch-up invoices.

Open the invoice detail page and click Download PDF. Your browser's print dialog will open — choose "Save as PDF" as the destination to save the file.

Go to Expenses and click Add expense. Enter the vendor name, amount, and date, then save. Leave the category blank and Billvy's AI will assign one for you within a few seconds — or pick one yourself. On Pro you can click Scan receipt or bill instead, and Billvy reads the receipt or PDF and fills in the details for you to check.

Office supplies, Travel, Mileage, Software, Meals, and Rent. Leave the category blank when adding an expense to have Billvy's AI assign one automatically, or change it anytime from the expense edit screen.

When adding or editing an expense, select the project from the Project dropdown. The expense amount will count toward that project's spend.

Go to Projects and click + Log time. Pick a project (optional), enter a description, hours, and an hourly rate if the time is billable, then save.

Any project with unbilled, billable hours shows a Bill button in the Projects table. Click it, choose which entries to include, and Billvy creates one new invoice for the total — the entries are then marked billed.

No — once an entry has been billed to an invoice it's locked, to keep your invoice history accurate. Unbilled entries can still be edited or deleted from the time entries table.

Download a CSV statement from your bank's website or app (usually under Statements or Export). In Billvy open Bank, click Import statement, choose the file and give the account a name. Billvy finds the date, description and amount columns itself, including banks that use separate Money in and Money out columns.

Money in is matched to an unpaid invoice for the same amount and that invoice is marked paid on the day the money arrived. Money out is matched to an expense for the same amount within about 10 days. Billvy only matches on its own when there is one clear choice. Everything else waits under To review, where you can pick a suggested match, record the line as a new expense, or ignore it (for transfers between your own accounts or owner drawings).

Yes. Open a matched line and click Undo match; if the match marked an invoice paid, the invoice goes back to unpaid. Right after an import you can click Undo this import to remove every line from that file. Importing the same file twice is safe, because lines already in Billvy are skipped.

Not yet. Billvy reads the CSV files you download from your bank. Live bank feeds are on the roadmap.

Go to Settings → Tax and choose your country. Billvy fills in the tax name, standard rate and your currency, which you can change. Add your tax registration number if you have one, and say whether your prices already include tax.

Every new invoice uses your rate, from quotes, recurring schedules and billed time too, and shows the amount before tax, the tax and the total. On an expense you can enter the tax included in what you paid. Tax is kept out of your profit figures, because it is money you collect for the tax office.

Open Reports → Tax report, choose the period, and Billvy shows your sales, tax charged, tax paid and net tax due. Download it as PDF or CSV. It is a summary to copy into your tax office's own form, not an official filing.

Billvy includes Profit and loss, a Balance sheet, Aged receivables, a Tax report for VAT, GST or sales tax, and an income tax set-aside estimate — all exportable as CSV, and the tax report as PDF too. A cash flow statement is not available yet.

Open a report by clicking View report, then click Export in the modal. A CSV file will download automatically to your device.

The tax report adds up the VAT, GST or sales tax on the invoices and expenses you recorded, for any period, using the rate in Settings → Tax. It is a summary to copy into your tax office's own return, not an official form or tax advice. The income tax set-aside uses a simple percentage for illustration. Check your figures with a qualified accountant.

Ask Billvy is included with Pro. On your Dashboard, click one of the suggested questions or type your own into the Ask Billvy box — things like "Which invoices are overdue?" or "What did I spend the most on this month?" It answers using your actual invoices, expenses, and clients.

A short summary at the top of your dashboard that flags what's changed since last month — an overdue balance, an expense category that jumped, or a margin worth a second look. It's computed from your real numbers every time you open the dashboard. The findings are on every plan, including free; the plain-English summary written on top of them is a Pro feature.

Every answer shows either a checkmark (every number traces back to your real records) or a caution note (something in the answer couldn't be verified against your data). Billvy calculates every figure itself first — the AI only ever explains numbers that already exist.

A summary of your invoices, expenses, and clients is sent to Anthropic, our AI provider, only at the moment you ask a question or open your Brief — never automatically. See the Security page for the full detail.

Go to Settings → Account and click Edit profile. Update your name or email and click Save.

On the login page, click Forgot password? and enter your email. We'll send a link that lets you choose a new password — it expires after 60 minutes and works once.

Go to Settings → Security and click Turn on next to two-factor authentication. Scan the setup key into an authenticator app (Google Authenticator, Authy, 1Password, etc.), save the backup codes shown, then enter the 6-digit code to confirm. Each backup code works once, for the times you don't have your authenticator app.

Go to Settings → Security and click Export. A JSON file containing all your invoices, expenses, clients, and projects will download.

If you're on the free Starter plan, there's nothing to cancel. If you subscribed to Pro, email support and we'll cancel it for you — self-serve cancellation inside the app is coming soon. To close your account entirely, go to Settings → Security → Delete account.