Setting up your workspace

Signing up takes an email and a password, or your Google account. Then there are three short steps 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 company name becomes two things:

• Your legal name, which is what clients see on offers, invoices, and contracts

• Your workspace name, which is the internal label in your sidebar

Both are editable later under Settings → General.

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.

Then: set 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, and it’s complete once you’ve added a bank account or connected Stripe. Without a way to get paid, an invoice has nowhere to send the money.

While you’re there, set your workspace currency, default VAT rate and default deposit percentage. Setting up your accounting defaults walks through the page.

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.