Clients
Add and manage your clients, view statements, and track balances.
6 articles
Adding a client
Add a new client to Rebill before creating invoices. Enter their name, business name, email, phone, and billing address.
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.
Labelling clients
Classify clients with internal labels such as debit order, EFT, prepaid or postpaid, then filter the client list, reports and exports by them and send statements to a labelled group.
Managing client details
Edit a client's details in Rebill including their business name, custom reference fields, labels, 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.
Client payments and the credit ledger
Capture manual payments against a client in Rebill, allocate them to invoices, record adjustments, and understand what credit balance means.
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.
11 articles
Quotes
Send quotes to clients and convert accepted quotes to invoices.
9 articles
Recurring Invoices
Automatically invoice repeat clients on a schedule. Premium feature.
4 articles
Items
Build a catalog of products and services to speed up invoice creation.
4 articles
Reports
Analyse your revenue, outstanding invoices, and client performance.
10 articles
Settings
Set up your business info, invoice templates, and payment gateways.
20 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.
5 articles
Purchase Orders
Raise purchase orders against suppliers, send them by email, and convert fulfilled orders to expenses.
7 articles
Bank Import
Import CSV bank statements, match payments to invoices, and categorise expenses.
5 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.
13 articles
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