Setting up your workspace

Signing up takes an email and a password, or your Google account. Three short steps follow before you’re in.

1. Verify your email

If the mail didn’t arrive, hit Resend email and check your spam folder.

2. Tell Billow about your company

A short form: your name, your country, and your company name. Your role, team size, and how many clients you work with a year are optional.

Your country also picks a starting default currency, which you can change under Settings → Accounting.

Your company name becomes two things:

• Your legal name, which is what clients see on offers, invoices, and contracts. Client emails go out under it too

• Your workspace name, which is the internal label in your sidebar. Billow adds “Workspace” to the end unless your company name already ends with it

Both are editable later under Settings → General, alongside your tax registration number and address.

3. Pick a plan

Every workspace needs an active plan or trial. You’ll land on plan selection, where a 14-day trial starts once you check out. See Plans and limits.

Setting up your accounting

You arrive at your Cockpit with a checklist in the bottom-right corner.

Set up your finances is the checklist’s one real requirement. It’s complete once you’ve added a bank account or connected Stripe, which is how an invoice collects money.

The same page holds your workspace currency, default VAT rate, and default deposit percentage. Setting up your accounting defaults walks through it.

The rest of the checklist

Optional, in whatever order suits you:

• Import your existing invoices

• Invite your team

• Add your first account

• Create your first project

• Create your first invoice

• Add your first lead

The card disappears on its own once everything’s done. Once your finances are set up you can also dismiss it early with Skip Onboarding.

The checklist only appears for the workspace owner. Invited teammates never see it.