Browse help
Understanding the trial period and test mode (sandbox)
BeginnerTwo notions not to be confused: the trial period (billing) and test mode (your demo workspace). What is deleted when you activate your account, and how to choose what you keep.
7 min read
Create your Billora account
BeginnerThe four sign-up screens (You, Company, Plan, Access), choosing a plan, the promo code, and what happens right after: the verification code received by email and your test-mode workspace.
5 min read
The first 5 things to do
BeginnerA simple path to get up and running: fill in your company details, set up VAT, create a client and a product, issue a first invoice and enable reminders.
8 min read
Customising the dashboard and reading its widgets
BeginnerMove the dashboard blocks by drag and drop, hide the ones you do not need, switch period (including the quarter) and understand the cash flow, cheque and promise widgets.
6 min read
Keyboard shortcuts and command palette
BeginnerCreate a document or switch page without leaving the keyboard: command palette (Ctrl+K), creation shortcuts (Ctrl+Alt+letter) and navigation shortcuts (G then letter).
3 min read
Dashboard tour
BeginnerThe left menu, the top bar (create, search, notifications) and the dashboard blocks (key figures, charts, required actions): what each area is for and how to find your way around.
7 min read
Verify your email address
BeginnerHow to enter the 6-digit code received by email to activate your account, and what to do if the code does not arrive, has expired or is rejected.
4 min read
Saved views, custom columns and indicators that follow your filters
BeginnerGet your favourite list back in one click (filters, sort order, columns), choose which columns to display and read indicators that always match what you see on screen.
7 min read