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Help articles

In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.
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General settings

  • Dashboard
    Down

    You can choose here which items you want to see on your dashboard.

    • Shortcuts
    Get quick access to the most important features of the platform. Create invoices, quotes, delivery notes, order forms and customers. 
    • Numbers fiscal year
    An overview of all income and expenses of the current fiscal year.
    • Quarterly figures
    An overview of all quarters of the last 4 years.
    • Memo
    Create notes on the dashboard via the memo widget.
    • Bank overview
     An overview of the balances of your linked bank accounts.
    • Charts income and expenditure
    A chart showing your income and expenditure per month (based on your invoices, not your transactions).
    • Bank chart
    A chart showing your balances of the last 365 days per bank account. 
    • Invoices to process
    The number of invoices to process.
    • Expired invoices
    The number of expired invoices.
    • Chart unpaid expired invoices
    A chart showing all invoices that are past due for three or more days. 
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