Settings

Set up your business info, invoice templates, and payment gateways.

13 articles

Setting up your business information

Set up your business logo, name, address, and VAT number in Rebill to generate SARS-compliant branded invoices on every document you send to clients.

Choosing an invoice template

Choose from seven invoice template styles in Rebill. Preview each template with a live sample invoice before selecting it. Templates apply to invoices, quotes, and PDF downloads.

Invoice defaults, numbering, and payment terms

Set default notes, bank details, payment terms, and invoice numbering for your invoices in Rebill.

Automatic credit application on invoices

Configure Rebill to automatically apply client credit balances when invoices are sent or generated by recurring schedules. Reduces outstanding balances without manual intervention.

Automatic invoice reminders

Set up automated email reminders for overdue invoices in Rebill. Configure the reminder schedule and delivery time to chase payments without manual follow-up.

Auto-converting accepted quotes to invoices

Automatically convert quotes to invoices when clients accept them. Configure whether to keep as draft or send immediately via email or WhatsApp. Premium feature.

How to accept Paystack, Yoco, and PayFast payments on invoices

Connect Paystack, Yoco, or PayFast to Rebill so clients can pay invoices online. Step-by-step setup for each SA payment gateway with webhook configuration.

Sending invoices via WhatsApp in South Africa

Send invoices via WhatsApp from Rebill. Clients receive a PDF with a payment link in the chat. Covers credit bundles, balance checks, and auto top-up options.

Charging automatic late fees on overdue invoices

Automatically charge late fees on overdue invoices in Rebill. Set a percentage or fixed amount, grace period, and compounding frequency. Premium plan feature.

API access and your API key

Find your Rebill API key in Settings and use it to authenticate API requests. Covers key usage, request headers, and how to regenerate a compromised key.

Deleting your Rebill account

How to delete your Rebill account from Settings. Your data is kept for 30 days so you can recover it if you change your mind. Active subscriptions are cancelled automatically.

Inactive account policy

Rebill automatically removes free accounts that have been inactive for 60 days. Learn how the process works, what emails to expect, and how to keep your account active.

Upgrading to Premium

Upgrade to Rebill Premium to unlock recurring invoices, WhatsApp delivery, multiple team members, and unlimited invoices. Cancel anytime from Settings.

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