WilBill
Complete Feature Catalog

Every Feature You Need to Run Your Business Money - Nothing You Don't

WilBill covers invoicing, online payments, estimates, vendor bills, inventory, time tracking, and a client portal in one platform - organized by what part of your business each supports.

Sales - Get Paid (Accounts Receivable)

Accelerate your cash inflow and close deals faster.

Invoicing

Create invoices with custom templates, multi-currency support, and locked exchange rates.

  • Sequential or custom numbering
  • Line-item catalog auto-fill
  • Automatic status transitions (Sent → Overdue)
  • PDF generation & payment reminders
Estimates & Proposals

Send multi-section proposals with typed or drawn electronic signatures and audit logs.

  • Convert accepted estimates to invoices in 1 click
  • Validity expiration tracking
  • IP address & timestamp signature log
Recurring Invoices & Credit Notes

Automate recurring retainer billing on custom schedules. Issue full or partial credit notes against invoices.

  • Weekly, monthly, quarterly billing schedules
  • Apply credit notes to future invoices or refunds

How Online Payment Collection Works

  1. Step 1 Connect payment account in minutes.
  2. Step 2 "Pay Now" button attaches automatically.
  3. Step 3 Client pays card directly on invoice.
  4. Step 4 Auto-records processor fee & net amount.
  5. Step 5 Invoice status transitions to Paid instantly.

Purchases - Track What You Owe (Accounts Payable)

Control outgoing money, vendor bills, and supplier purchase orders.

Vendor Bills
Record supplier and contractor bills with due dates and payment statuses to factor into your cash flow.
Purchase Orders
Create POs for goods or services, mark received, and convert them straight into Vendor Bills without re-entering items.
Vendor Directory
Dedicated directory for who you pay, tracking default payment terms and running balances owed.

Money Management & Forecasting

Expenses, bank reconciliation, and cash flow forecasts.

Expenses & OCR

Log expenses manually or snap a receipt photo to extract vendor, date, and amount as a deterministic action.

Approval Workflows

Require manager sign-off on expenses before they hit reports, configurable per organization.

Bank Reconciliation

Import bank statements (CSV/OFX) and match transactions against invoices and vendor bills easily.

Budgets & Forecasts

Set project/category budgets and view rolling cash-flow predictions combining AR + AP.

Operations, Inventory & Time

Run your operations, projects, client portal, and sales pipeline.

Stock Tracking
Optional stock tracking per product. Stock decreases automatically when invoiced and increases when POs arrive, with low-stock warnings.
Client Portal
Persistent, secure login for each client to see all invoices, estimates, proposals, and shared files in one place.
Projects & Time
Track task timers across team members and convert unbilled hours directly into invoice line items in seconds.

All Features Included Free

Complete access to all platform capabilities without paywalls or subscriptions.

Feature AreaStatus
Invoicing & Estimates 100% Free
Online Payments Integration 100% Free
Vendor Bills & Purchase Orders 100% Free
Inventory Tracking & Alerts 100% Free
Persistent Client Portal 100% Free
Bank Reconciliation & Cash Flow 100% Free
Budgets & Financial Reporting 100% Free
Time Tracking & Projects 100% Free
Custom Branding & PDFs 100% Free
Public API & Webhooks 100% Free
Multi-Organization Management 100% Free
Deliberately Not Included

What WilBill Doesn't Have (On Purpose)

No AI chatbot. No conversational "Copilot" reading your financial records or taking unconfirmed actions. Every automated feature in WilBill is a single, predictable utility you see and confirm.

Feature FAQs

Questions specifically about WilBill features.