Setting up your workspace

You sign up with an email and a password, or with your Google account. Three short steps follow before you reach your workspace: verifying your email, telling Billow about your company, and picking a plan.

Sign up

1. On the sign-up page, click Sign up with Google, or enter your email and a password and click Get started for free.

2. Verify your email.

3. Fill in your company details.

4. Pick a plan.

If you sign up with Google, your email is already verified, and you go straight to your company details.

Verify your email

Billow emails you a link. Click it to verify your address.

If the email doesn’t arrive, check your spam folder, or click Resend email on the “Verify your email” page to get a new link.

Tell Billow about your company

The “Set up Your Billow Workspace” form asks for these details:

Click Continue to create your workspace.

Your country sets your starting default currency. You can change it under Settings → Accounting.

Your company name becomes two names:

• Your legal name, which your clients see on offers, invoices and contracts. Emails to your clients are sent under this name too.

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

You can change both later under Settings → General, where you also add your address and tax registration numbers.

Pick a plan

Every workspace needs an active plan or trial. After you create your workspace, Billow shows the “Choose Your Workspace Plan” page.

1. Use the switch to choose Pay monthly or Pay yearly.

2. Click Try [plan] for 14 Days on the plan you want.

3. Complete checkout.

Your 14-day trial starts when you complete checkout. You aren’t charged before the trial ends. See Plans and limits.

Set up your finances

When you arrive on your Cockpit, a setup checklist sits in the bottom-right corner. Sign up to Billow is already ticked. Set up your finances is the only other required step. It is complete once you’ve added a bank account or connected Stripe, since that is how an invoice collects money.

1. Click Set up your finances on the checklist. Billow opens Settings → Accounting.

2. Under Bank Accounts, click Add Bank Account, or under Card Payments, click Connect with Stripe.

3. Complete the bank account form or the Stripe setup.

The step shows a checkmark once it is complete. See Adding a bank account and Accepting card payments with Stripe.

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

The rest of the checklist

The other steps are optional. Complete them in any order:

• Import your existing invoices

• Invite your team

• Add your first account

• Create your first project

• Create your first invoice

• Add your first lead

Clicking a step takes you to the page where you complete it. Create your first project opens the “What kind of project?” dialog instead.

Hiding the checklist

The checklist disappears once every step is complete. After you’ve set up your finances, you can also hide it early with Skip Onboarding or the × in its corner. Hiding it is permanent for the workspace.

Only the workspace owner sees the checklist. Invited team members never see it.