Clients
Add and manage your clients, view statements, and track balances.
4 articles
Adding a client
Add a new client to Rebill before creating invoices. Enter their name, business name, email, phone, and billing address. You can also add them on the fly while creating an invoice.
Importing clients from CSV
Import your existing client list into Rebill from a CSV file. Download the template, fill in your data, preview and validate before importing.
Managing client details
Edit a client's details in Rebill including their business name, custom reference fields, and credit balance. A guide to the client profile page.
Client statements
View and email a client statement in Rebill: a full summary of all invoices, payments, and the outstanding balance. Share a secure public link with your client.
More topics
Getting Started
Create your account, learn the dashboard, and understand your plan.
4 articles
Invoices
Create, send, and manage invoices and track payments.
7 articles
Quotes
Send quotes to clients and convert accepted quotes to invoices.
4 articles
Delivery Notes
Create delivery notes to confirm goods or services dispatched to clients.
3 articles
Recurring Invoices
Automatically invoice repeat clients on a schedule. Premium feature.
3 articles
Items
Build a catalog of products and services to speed up invoice creation.
2 articles
Reports
Analyse your revenue, outstanding invoices, and client performance.
5 articles
Settings
Set up your business info, invoice templates, and payment gateways.
13 articles
Users & Team
Invite team members and manage who has access to your account.
2 articles
Expense Tracking
Log business expenses, attach receipts, and see your profit & loss.
4 articles
Client Portal
Give clients a private link to view their invoices, quotes, and statement.
4 articles
API Reference
Integrate with Rebill programmatically using the REST API.
9 articles
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