How to Use BillThemToday
Create professional invoices, receipts, quotes, and estimates in minutes. No account required to get started.
Quick Start Guide
Choose Your Document Type
Select from Invoice, Receipt, Quote, or Estimate based on your needs.
Fill In Your Details
Enter your business info, client details, and line items. Your business info is saved automatically.
- Business info saves to your browser - fill once, use forever
- Add your logo for professional branding
- Client info can be saved when logged in
Add Line Items
List your products or services with quantities and rates. Totals calculate automatically.
- Click "+ Add Item" to add more lines
- Tax and discount are calculated automatically
- Use the live preview to check your work
Download or Share
Get your professional PDF instantly or share via link to track when it's opened.
Download PDF
Instant professional PDF
Share Link
Track when client views it
Feature Guide
Learn how to use all the powerful features
Deposits & Partial Payments
Request upfront deposits as a percentage or fixed amount. Balance due is calculated automatically.
How to: In any form, scroll to "Deposit / Partial Payment" section and toggle it on.
Late Fee Policy
Set automatic late fees with customizable grace periods to encourage on-time payments.
How to: In invoices, scroll to "Late Fee Policy" section and configure your terms.
Quote to Invoice Conversion
Convert approved quotes or estimates to invoices with one click. All data carries over.
How to: Create a quote, then click "Convert Quote to Invoice" at the bottom.
Document Tracking
Know exactly when your client opens your document. Great for follow-up timing.
How to: Click "Share" instead of download. You'll get a tracking link.
Payment Information
Add bank details, PayPal, Venmo, Zelle, or other payment methods to your documents.
How to: Scroll to "Payment Information" section and select your accepted methods.
Email Invoices Directly
Send invoices directly to clients via email with a personalized message and tracking link.
How to: In the Documents tab, click the menu on any invoice and select "Email Invoice".
Recurring Invoices
Automate your billing for retainers, subscriptions, and regular clients.
How It Works
Create a Schedule
Go to Dashboard → Recurring tab and click "New Recurring". Choose a client, set the amount, and select your billing frequency.
Set Your Frequency
Choose how often to bill: weekly, biweekly, monthly, quarterly, or yearly. Set a start date and optionally limit the number of invoices.
Generate Invoices
When an invoice is due, click "Generate Now" on the schedule card. A new invoice is created with all details pre-filled.
Track & Manage
View your monthly recurring revenue, pause/resume schedules, and see the history of generated invoices.
Perfect For
Email & Automation
Send invoices, reminders, and receipts automatically. Get notified when clients view your documents.
Email Invoices
Send invoices directly to clients with a professional email containing a view link.
Payment Reminders
Automatic email reminders for overdue invoices at 3, 7, and 14 days (customizable).
Receipt Confirmations
Automatically send a receipt email when you mark an invoice as paid.
View Notifications
Get notified via email the first time a client opens your invoice.
Weekly Summary
Receive a weekly email digest with upcoming, overdue, and recurring invoices.
Auto-Send Recurring
Automatically generate AND email recurring invoices when they're due.
How to Set Up Email Features
Go to Email Settings
In your Dashboard, click the "Email" tab to access all email preferences.
Configure Preferences
Toggle on/off each feature: payment reminders, receipts, view notifications, and weekly summaries.
Customize Branding
Set your brand color, add your logo URL, and customize footer text for all emails.
Send Your First Email
Go to Documents, click the menu on any invoice, and select "Email Invoice" to send.
Dashboard & Kanban Board
Trello-style document management — Coming Soon
Keyboard Shortcuts
Ready to Get Started?
Create your first professional document in under 60 seconds.
Create Free Invoice