Settings
Set up your business info, invoice templates, and payment gateways.
24 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.
Business timezone and fiscal year
Set your business timezone and fiscal year start month in Rebill, and see what each affects: reminder timing, recurring invoices, timestamps and report ranges.
Choosing an invoice template and email style
Choose from eight invoice template styles and four email styles in Rebill, preview each with a live sample and a test email. Templates and email styles are Premium.
Setting your brand colour
Set a custom brand colour in Rebill to personalise the payment banner on public invoices and quotes and the banner in client emails. Premium feature.
Invoice defaults and numbering
Set default notes, bank details, payment terms, document numbering, and document options for your invoices and quotes in Rebill.
Automatic credit application on invoices
Configure Rebill to automatically apply client credit balances when invoices are sent or generated by recurring schedules.
Automatic invoice reminders
Set up automated email and WhatsApp reminders for invoices in Rebill, before and after the due date.
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.
Connecting a payment gateway
Connect Paystack, Yoco, PayFast, or iKhokha to Rebill so clients can pay invoices online. Step-by-step setup for each SA payment gateway.
WhatsApp credits
Send invoices and quotes via WhatsApp from Rebill. Clients get a link to view and pay, plus the PDF if you choose. Covers credit bundles and balances.
Automatic late fees
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.
Setting up outbound webhooks
Register outbound webhooks in Rebill so your own systems get real-time notifications when invoices, quotes, clients, or payments change.
Cancelling your Rebill subscription
How to cancel Rebill Premium from Settings. You keep access until the end of the billing period, then your account stays on the free plan.
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.
Inactive account policy
Rebill removes free accounts that have been inactive for 60 days. How the process works, which emails to expect, and how to keep your account active.
Custom messages in client emails
Add a personalised message to each type of client-facing email Rebill sends, such as invoice delivery, payment confirmations, and reminders.
Marketing email preferences
Control whether your Rebill account receives occasional product update and offer emails. Invoices, receipts and other transactional email always send.
Setting up terms and conditions
Add your terms and conditions to Rebill so they appear on quote and invoice PDFs and in client emails.
Upgrading to Premium
Upgrade to Rebill Premium to unlock recurring invoices, WhatsApp delivery, up to 5 user accounts, and unlimited invoices. Cancel anytime from Settings.
Sending from your own mail server
Connect your own SMTP2GO account or SMTP server so invoices, quotes, reminders and statements go out from your own address, and optionally remove Rebill branding from the email text.
Adding Rebill to your privacy policy
Suggested wording for your privacy policy that tells your clients you use Rebill, so you stay open about who handles their personal information.
Billing history and subscription invoices
Find and download the invoices Tora Technologies issues for your Rebill Premium subscription and WhatsApp credit purchases, under Plan and billing.
Push notifications and signed-in devices
Choose which Rebill mobile app notifications you get, hide client names on your lock screen, and sign phones and tablets out from Settings.
More topics
Getting Started
Create your account, learn the dashboard, and understand your plan.
5 articles
Invoices
Create, send, and manage invoices and track payments.
14 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
Clients
Add and manage your clients, view statements, and track balances.
8 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
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.
15 articles
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