Bank Import
Import CSV bank statements, match payments to invoices, and categorise expenses.
5 articles
Bank statement import for South African small businesses
Import CSV bank statements into Rebill to match transactions to invoices and categorise expenses. Supports FNB, Standard Bank, Nedbank, ABSA, Capitec, and Investec.
Importing a CSV bank statement
Step-by-step guide to importing a CSV bank statement into Rebill. Covers file upload, header detection, column mapping, and saving reusable mappings.
Saved column mappings
How to create, reuse, and manage saved CSV column mappings for different bank accounts.
Matching transactions to invoices
How to match bank credits to outstanding invoices in Rebill. Covers automatic suggestions, manual matching, and payment confirmation emails.
Categorising bank debits as expenses
How to turn bank statement debits into categorised expenses in Rebill. Covers single and bulk categorisation.
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
Recurring Invoices
Automatically invoice repeat clients on a schedule. Premium feature.
3 articles
Clients
Add and manage your clients, view statements, and track balances.
4 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.
15 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.
10 articles
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