Start here
- Create your account and add your businessSign up, enter your business basics, and land on Home.
- Create and send an invoiceWrite an invoice and send it by email or text.
- Set up card payments with StripeLet customers pay invoices by card. Money goes to your bank through Stripe.
- Create and send an estimateWrite an estimate and email it to your customer.
- Invite someone to your teamGive a teammate, bookkeeper, or partner their own login.
- See PlanBill in Google, Apple, or OutlookAdd your PlanBill calendar to the calendar app you already use.
Browse by topic
- Getting startedCreate your account, add your business, and find your way around.3 guides
- CustomersAdd customers and keep their contact and billing details in one place.2 guides
- EstimatesSend an estimate, get it accepted, and turn it into an invoice.3 guides
- InvoicesCreate, send, and follow up on invoices.4 guides
- Payments & StripeTake card payments through Stripe and record cash or check payments.3 guides
- Calendar & calendar linksUse the PlanBill calendar and see it in Google, Apple, or Outlook.3 guides
- Routes & MileagePlan a day of stops and save the miles as an expense.3 guides
- Time importImport timesheets into draft invoices.1 guide
- HundoAsk Hundo to draft invoices and estimates, and read receipts.3 guides
- Settings & teamInvite your team, update your business, and manage your plan.4 guides
Still stuck?
Check the FAQ or email support@planbill.net.