Browse help
Activating e-invoicing in Billora
BeginnerA complete guide to obtaining your electronic signature certificate, importing it into Billora and submitting your first invoices to the DGI portal.
5 min read
Add and send your tax compliance certificate
BeginnerUpload YOUR company's tax compliance certificate (DGI), track its validity date and send it to your clients, on its own or attached to an invoice.
5 min read
Set up how your emails are sent (Billora Mail or your SMTP)
IntermediateSet the sender name and reply address of your emails, choose between Billora Mail and your own SMTP server, test sending and follow failed sends.
6 min read
Set up VAT
IntermediateThe "TVA & Fiscalité" setting: being subject to or exempt from VAT, invoice-basis (débit) or cash-basis (encaissement) regime, monthly or quarterly frequency, available rates, and what these choices change in your reports.
6 min read
Set up your company
BeginnerFill in your company's Information page: legal identity, contact details, address, bank account, default texts, then numbering and bank accounts.
7 min read
Export your data: CSV files and a full account archive
BeginnerDownload your clients, invoices, expenses or payments as CSV, or get all your account data (tables, PDFs, receipts) in a single ZIP archive.
5 min read
Manage categories (products, expenses) and units of measure
BeginnerOrganise your catalogue and expenses with categories, and define the units (hour, piece, kg…) offered in your products and document lines.
5 min read
Manage your bank accounts and the RIB shown on your documents
BeginnerAdd, edit or deactivate your bank accounts, and choose the default account whose RIB is printed on your invoices.
4 min read
Customising the header and footer of your documents
BeginnerLogo, name, header and footer banners, letterhead paper, ready-made templates and live preview: the guide to setting up the visual identity of your invoices, quotes and other PDF documents.
7 min read
Customising email templates
BeginnerRewrite the emails sent with your invoices, quotes, reminders and receipts: list of templates, variables, preview, restoring the original template.
6 min read
Customise your documents
BeginnerChoose your PDF template, place your logo, set the colours, language, font, signature and footer mentions, with a live preview.
7 min read
Set up document numbering (prefixes, format, carry-over)
IntermediateChoose the prefixes and format of your invoice, quote, credit note and other document numbers, and continue the series from your previous software without a break.
7 min read
See your files and the storage space used
BeginnerThe Files and storage page lists every file uploaded to your account, its origin and size, and the space used against your subscription limit.
4 min read