Help Center

Support and guidance • BillBeam

Getting started with BillBeam

BillBeam is designed to take you from setup to sending invoices in just a few steps. Here is the fastest path to getting started the right way.

First step

Set up your profile

Then

Create your invoice

Outcome

Get paid easier

First steps inside BillBeam

Create an account or sign in with your email.

Set up your business profile in Settings with your logo, name, and contact details.

Use “Create Invoice” to add your client, line items, and review the total.

Save the invoice and optionally send it by email directly from BillBeam.

Record payments from invoice history to keep your balances up to date.

How do public invoice links work?

When you save an invoice, BillBeam can generate a secure public link for your client. From that link, they can view a modern invoice summary, review payment history, and download the PDF.

The link is meant to be shared by email or messaging. Avoid posting it on fully public pages if it contains sensitive information.

BillBeam Assistant

In a corner of the app you will see a chat button. From there you can ask questions about your invoices, suggested wording, follow-up reminders, and more. The assistant uses the context of the page you are on to provide more useful answers.

Setup

A strong initial setup saves manual work on every future invoice.

Clarity

The clearer the invoice, the fewer questions your client will have before paying.

Follow-up

Recording payments and reviewing statuses helps keep your cash flow under control.

Support & contact

If something is not working as expected, or you need help with a specific case, include a clear description of the problem, which browser you are using, and screenshots if possible.

You can reach out from this Help section or by replying to any BillBeam email you receive.