FlowBill Quick Start Guide

Welcome to FlowBill, your new streamlined solution for invoicing and payment management. This guide will help you get set up and send your first invoice in under five minutes.

1. Logging In

To access your FlowBill account, navigate to app.flowbill.com. Use the email and password you provided during sign-up. If you've forgotten your password, you can use the "Forgot Password?" link on the login page to reset it. For enhanced security, we recommend enabling Two-Factor Authentication (2FA) in your account settings after your first login.

2. Dashboard Overview

Once logged in, you'll see your main Dashboard. This is your command center, providing an at-a-glance view of your business's financial health. Key widgets include:

• Total Outstanding: The total amount of money owed to you from unpaid invoices.
• Revenue (Last 30 Days): A summary of all payments received in the past month.
• Overdue Invoices: A quick link to invoices that have passed their due date.
• Recent Activity: A live feed of recent events, such as invoices created, payments received, and new clients added.

3. Creating Your First Invoice

Creating an invoice is simple. Follow these steps:

1. Navigate: Click on the "Invoices" tab in the left-hand sidebar, then click the "+ New Invoice" button in the top right corner.
2. Add Client: If you have already added clients, select one from the dropdown menu. If not, click "+ Add New Client" and fill in their basic details (Name, Email, Address). The system will save this client for future use.
3. Set Dates: The Invoice Date will default to today, and the Due Date is automatically set to 30 days later. You can click on either date to change it.
4. Add Items: In the main body of the invoice, click "+ Add Line Item." Describe the product or service, set the quantity, and enter the price per unit. The subtotal will calculate automatically. You can add as many line items as you need.
5. Review: Briefly review the invoice details, including the total amount. You can add notes for the client or specify payment terms in the "Notes" section at the bottom.

4. Sending an Invoice

Once the invoice is ready, click the "Save and Send" button. A confirmation window will appear, showing the email that will be sent to your client. You can customize the message or send it as is. After you click "Send," the invoice status will change from "Draft" to "Sent," and your client will receive it in their inbox with a link to view and pay online.

5. Tracking Payments

From the "Invoices" tab, you can see the status of all your invoices ("Draft," "Sent," "Viewed," "Paid," "Overdue"). When a client pays through the online portal, the status will automatically update to "Paid." If you receive a payment through other means (e.g., check or bank transfer), you can manually mark the invoice as paid by selecting it and clicking "Record Payment."

For further assistance, visit our Help Center or contact our support team through the "Support" link in your account dashboard.