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💼 Business

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Who Owes You

Quick Actions

Recent Invoices

📄

No invoices yet

Use AI to create your first invoice in under 60 seconds.

Managing a property?

Charge rent, utilities & extras to tenants — free to add.

⚡

Running a lift club or collection?

Collect from any group expense — free separate account.

Create New Document

Speak or type — AI builds the invoice

or type instead

AI understood:

Missing info — fill in the fields below, or go back and add to your phrase:

Document Type

Client Details

Select existing client

or enter new client

Client Name *

Phone

Address

Dates

Date

Items

Quick-add saved item:

Include VAT (15%)

Toggle on for VAT-registered businesses

Subtotal

VAT (15%)

TOTAL

Additional Info

Notes

Payment Terms

Delivery / Notes

Invoices

& Quotes

This document is no longer active. It is excluded from all outstanding balances and reports.

🗓

Recurring Template

This invoice will be sent automatically on the scheduled date. A new invoice will be generated each month with updated dates.

🔁

Auto-Generated Recurring Invoice

Automatically created from your recurring schedule. Track payment status independently each month.

Date

Phone

Items

Subtotal

TOTAL

Payment Summary

Received

Balance due

View / PDF

Payment History

Pay Online

Link active

Share via WhatsApp

Clients

👤

No clients yet

Add a client to pre-fill your invoices instantly.

Full Name *

Company Name

Phone

Address

VAT Number (optional)

SMS reminders

Client receives SMS alongside email reminders

WhatsApp reminders

Client receives WhatsApp messages alongside email

Client Portal

Preview →

Generating portal link…

Share this link with your client — they can view all their invoices, download PDFs, and pay online.

Purchase Orders

No purchase orders yet

Create a PO to send to a supplier

PO Date

Expected Delivery

Supplier Email

Supplier Phone

Delivery Address

Notes / Terms

Items Ordered

Subtotal

TOTAL

Update Status

Download PDF

Supplier Name *

Supplier Email

Supplier Phone

Delivery Address

PO Date

Expected Delivery

Items Ordered

No items yet — click Add item

Subtotal

Total

VAT Rate

Notes / Terms

Status

Settings

Business Profile

🏢

Upload Logo

JPG, PNG or SVG, max 2MB

Business Name

Owner Name

Address

Phone

VAT Number Not VAT registered

Business Reg Number I don't have a registered business

Banking Details

Bank Name

Account Number

Account Type

Branch Code

Numbering

Invoice Prefix

Quote Prefix

PO Prefix

Defaults

Default Payment Terms

Default Notes

Payment Gateway

Connect a payment gateway so clients can pay directly from their invoice. A QR code and payment link will appear on every invoice.

Gateway

Yoco

Secret Key

Find your secret key in the Yoco Developer Portal → API Keys.

PayFast

Merchant ID

Merchant Key

Passphrase (required — PayFast → Settings → Developer Settings)

Find these in your PayFast Merchant Dashboard → Settings.

SMS Reminders

Active

Send SMS alongside email reminders

Requires SMS South Africa API credentials

API Key

API Secret

Get your credentials at smsportal.com → API Settings

Message template (optional)

Insert variable:

WhatsApp Reminders

Active

Send invoices via WhatsApp

Twilio Account SID

Twilio Auth Token

From number (sandbox default pre-filled)

Sandbox setup (for testing)

1. Go to console.twilio.com → Messaging → Try it out → WhatsApp

2. Send join <your-code> from your phone to the sandbox number

3. Enter your Account SID and Auth Token above

Message template (optional)

Insert variable:

Client Intake Form

Shareable link where new clients register themselves

Your intake link

Preview form

Welcome message shown to clients (optional)

Linked Accounts

No linked accounts yet. Link a HeyBill account to switch between them instantly.

Reminders

Automated reminders & recurring invoices

🗓

No schedules yet

Open any invoice and tap Schedule to automate payment reminders or set up monthly recurring invoices.

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Active

Paused

Analytics

From

VAT 201 Report

Output tax summary for SARS submission

Quick periods

From

Accounting basis: Invoice date Payment date (paid only)

Leads

Quote requests from customers on heybill.online

View my profile ↗

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HeyBill Quotes

Get quote requests from new customers

Add a free profile and a private price list. Customers describe their job, see an instant estimate from your prices and send their request straight here. Your rates are never published.

📥

When a customer asks you for a quote on heybill.online, it appears here and we email you straight away.

Claim an existing business profile

Submit a supporting document or a public business/social profile link. We review it before confirming ownership.

Supporting document (PDF, JPG or PNG, up to 8 MB)

Business details

Business name

Good , 👋

🏠 Properties

🏠

Add your first property

Name your property, add tenants, and start tracking rent and utility charges.

↻

New month — roll over recurring charges?

You have recurring bills set up. Add them for this month in one tap.

Add Charge

Who Owes What

This Month's Charges

Running a business?

Send invoices & manage clients — free separate account.

⚡

Running a lift club or collection?

Lift clubs, food runs & group expenses — free to link.

Property

Add your property

Property Name

Your name or address — visible to you only

Your name on this property

Property Name

Tenants

Charges

🏠

No property yet

You need to add a property before you can log charges.

📋

No charges yet

Tap "Add Charge" to log your first shared expense

Settings

Account

Full name

Email address

Current password (required to change your email)

Change Password

Current password

New password

Confirm new password

Your Property

Linked Accounts

No linked accounts yet. Link your Business or Runs account to switch instantly.

in payments have already been recorded. These payment records will be preserved in your history for accounting purposes — only the outstanding balance is written off.

✓ Excluded from all outstanding balances and revenue reports

✓ All automated reminders will be paused immediately

✓ Document is preserved for your records — you can reopen it as a draft anytime

Reason (optional)

Record Payment

Amount Received

Amount exceeds outstanding balance.

Payment Date

Payment Method

Reference (optional)

Share Document

Send to email

Automate Invoice

Schedule active

Automation type

Daily

Every day until paid

Weekly

Same day each week

Biweekly

Every 2 weeks

Monthly

New invoice each month

Send on

Send on the

Send to

SMS Preview

Sent alongside the email reminder · truncated to 160 chars

Stop after (days overdue)

days past due date (industry standard: 60)

End date (optional)

Link Another Account

Enter the email of the HeyBill account you want to link

A 6-digit code was sent to . Enter it below to confirm the link.

🔗

Try Another Mode

Do you already have a HeyBill account with a different email address?

🗑

Delete Document?

This cannot be undone.

📋

Duplicate

All items and details will be copied. Assign it to a new client.

Copying from

Amount

Who is this for?

📅 Bulk Generate

Copying items from

Amount

Year

Months

Invoice date — day of month

Due date — day of month

Assign to client (optional — defaults to source)

All invoices will be created as Sent. You can individually mark them paid once received.

MonthInvoice DateDue Date

HeyBill Voice Assistant

I'll guide you through every step…

Good 👋

Run your lift clubs, collections & side hustles.

Switch Mode

Total Collected

⏳

Members have self-reported payment

Open a run to confirm and mark as settled.

Active Runs

⚡

No active runs

Start a lift club, run a food order, or collect for any group expense in 60 seconds.

↻ Due to Repeat

Recurring

Quick Start

🏠

Also on Properties

Track rent, utilities & property charges.

🏠

Managing a property?

Charge rent & utilities with HeyBill Properties — free to link.

💼

Also on Business

Invoices, quotes & clients.

💼

Running a business?

Invoices, quotes & clients with HeyBill Business — separate free account.

Runs

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⚡

My Groups

👥

No groups yet

Create a group for your braai crew, football team, lift club, or any recurring collection.

Settings

Account

Name

Current password (required to change your email)

Change Password

Switch Mode

Linked Accounts

No linked accounts yet. Link your Business or Properties account to switch instantly.

New Run

What are you collecting for?

Quick Start

⚡ Quick create with AI

— or fill in manually —

Run Name

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Who Owes You

Recent Invoices

Create New Document

Invoices

Clients

Purchase Orders

Settings

Reminders

Analytics

VAT 201 Report

Leads

Good , 👋

Property

Charges

Settings

Account

Change Password

Record Payment

Share Document

Automate Invoice

Link Another Account

Try Another Mode

Delete Document?

Duplicate

Good 👋

Active Runs

↻ Due to Repeat

Runs

My Groups

Settings

Account

Change Password

Switch Mode

Welcome to HeyBill!