Documentation & User Guides
How Can We Help You Build?
Search our knowledge base or browse setup guides across invoicing, accounts payable, inventory, and API integrations.
5-Minute Quick Start Guide
1
Create your organization
Set your business name, currency, and language.
2
Invite your team
Assign roles (Owner, Admin, Member, Guest).
3
Add your first Customer
Import CSV or add details manually.
4
Send your first Invoice
Choose a template, add items, and dispatch.
5
Add Organization logo
Upload logo & branding for invoices.
Knowledge Base Categories
Guides organized by workflow area.
Getting Started
- •Creating your organization & team
- •Uploading organization logo & branding
- •Importing customers and products
- •Setting default currency & numbering
- •Understanding your Dashboard at a glance
Invoicing & Proposals
- •Creating your first invoice
- •Setting up recurring invoices
- •Building proposals with e-signature
- •Converting estimates to invoices
- •Configuring expiring share links
Getting Paid
- •Connecting a payment account
- •Understanding partial payments
- •Issuing credit notes & refunds
- •Reconciling payments against bank statements
Accounts Payable
- •Adding vendors
- •Creating purchase orders
- •Converting purchase orders to vendor bills
- •Setting bill payment reminders
Inventory & Stock
- •Enabling stock tracking on a product
- •Understanding low-stock alerts
- •Manual stock adjustment logs
Projects & Time
- •Creating projects & task timers
- •Converting tracked hours to invoice line items
- •Setting project budgets & milestones
Developer Docs & REST API Reference
Build custom integrations or listen for real-time webhooks.
WilBill exposes a REST API for programmatic access to Invoices, Customers, Vendors, Vendor Bills, and Inventory levels. Authenticate using Organization API keys or OAuth2 tokens.