How can I import line-items using Excel?

The following tutorial applies to invoices, estimates and purchase orders: 1. Go to Invoices tab 2. Click “New Invoice”or select an existing invoice and click “Edit” 3. Click the “+Import Items” link. 4. Download our Excel line-item import template. 5. Fill in your line-items in the Excel spreadsheet, then save your file.      

continue reading

Excel Invoice Template

Here is how you utilize Excel invoice template to generate a bulk of invoices: 1. Go to “Invoices”tab 2. Click “Import Invoices” 3. Download the invoice import template. The template contains sample data as illustrated: 4. Save your changes. 5. Click “Choose File”to select your modified template. 6. Finally, click “Import Invoices”button. 7. Upon completion

continue reading

Jan. 21st, 2015 Update

We’ve been busy.. here are our latest updates New Feature – Estimate Negotiation Learn how you may electronically interact with your clients allowing them to reject your estimates or accept them and turn them instantly into payable invoices. Read the full article here. Zapier apps connector Getting your favorite apps to work with each other

continue reading

Oct. 30th, 2014 Update

BILLIVING recent update has included the following: User Management With User Management support you are now able to create multiple user accounts which may be used by your staff or representatives working on your behalf. Administrators Users with administrative privileges are able to perform any activity on the account without any restrictions. That includes creating

continue reading

Highrise CRM Made Easier With HighRise Invoicing

HighRise CRM is the market-leading CRM software that makes it easy to manage your business. Some of the notable features of HighRise CRM include: • The ability to important contacts from Microsoft Excel or Outlook • Meeting Notes • Document and Contracts attachment feature to directly send files to your contacts • Versatility – Access

continue reading

Feb. 17, 2014 Update

During the past few weeks we’ve completed several new features which we hope will enhance your billing experience. Pay with PayPal vs. Pay with Credit Card You may now display on your invoices two payment options side-by-side: 1. Pay with PayPal routes your clients through the PayPal payment form. Your clients will eventually get returned

continue reading

Using BILLIVING as an affordable Authorize.net Invoicing Solution

*** For our Authorize.Net step-by-step guide please click here *** The Benefits of Using Authorize.Net and BILLIVING Invoicing With more and more commerce happening online, business owners have the unique opportunity to expand their businesses and reach customers they would have never been able to find without the use of the internet. Online commerce does present one

continue reading

PayPal Invoicing with BILLIVING

How to organize your PayPal invoicing with BILLIVING Whenever you’re involved in buying or selling items online, PayPal provides you with a safe online payment method for both services provided and goods sold. Now owned by eBay, the link is obvious between easy selling and straightforward payment methods, with over 100 million Internet users, but

continue reading

Jan. 1, 2014 Update

During the past few weeks we’ve completed several new features which we hope will enhance your billing experience. Authroize.Net Payment Processing Authorize.Net makes accepting credit card payments safe, easy and affordable! In order to start receiving credit card payments via your online invoices, you may sign up with authorize.net to obtain a merchant account. Please

continue reading

Nov. 19th 2013 Update

New Add-ons Now Supported ! We’ve just added new add-ons to our supported list: Save and organize notes and email conversations for up to 30,000 customers and contacts. Use Capsule to keep track of the people and companies you do business with, works great with your mobile. With an entire project on one page, nothing gets

continue reading

Nov. 3rd 2013 Update

Multi-Language Support We’ve just added 35 languages (i.e.: French, German, Spanish, Italian, Russian and many others) document support. If you need additional languages supported please contact us and we’ll be happy to accommodate your needs. To change your default language settings please go to MyAccount > Logo & Defaults. Modify the selected language and click

continue reading