When you login to the Billx website your account's home page is the Billx Dashboard.




You have the following elements on the Billx Dashboard:

Navigation Menu: From here you can navigate to different areas within Billx including subscription details, user maintenance and personal account settings.

Shortcut Tiles: Each tile is a shortcut to common functions in Billx.


Navigation Menu

You can use this menu to access the administration areas of Billx. 

Dashboard: Clicking on the top menu item we take you back to the Dashboard from any page in Billx.

Settings: Under the Settings sub menu you can find Subscription Invoices, Accounting Package Details and Notification Settings.

  • Subscription Invoices: a list of your subscription invoices from Billx. You can open each invoice through the View Invoice link. When you are viewing an open invoice, you can apply a discount code if applicable and click through to continue payment with PayPal.
  • Accounting Package Details: when you first register with Billx, you will need to setup the connection with your accounting package. Depending on your software vendor you will either configure the connection in the Cloud or you will need to download the Plugin installer from this page and connect via the Billx Plugin.
  • Notification Settings: a list of the notifications that Billx can send out. For more details, please see the Billx Notifications.

Profile: Under the Profile sub menu the items will vary based on your user account type in Billx. Primary user accounts will have access to add, delete and modify other company users. A general user will not have access to these areas. However, all users have access to change their own password and security questions and answers.

Shortcut Tiles
The Shortcut Tiles should provide you with access to areas that you may need on a more regular basis after your initial setup.
Accounts Receivable: The Accounts Receivable tile displays a counter for the total number of invoices you have sent to your Customers in the current financial year. If you click on the View Details link, a list of all the invoices will be displayed. Please see Accounts Receivable for more details.
Accounts Payable: The Accounts Payable tile displays a counter for the total number of invoices you have received from you Suppliers in the current financial year. If you click on the View Details link, a list of all the invoices will be displayed. Please see Accounts Payable for more details.
Accounting Package: The Accounting Package tile is a shortcut to the Accounting Package Details page that can also be accessed from the Settings Navigation sub menu. 
Invite to Join Billx: This tile will direct you to a page where you can invite any contact to join Billx.
Unsubscribed: The Unsubscribed tile displays a counter for the total number of non Billx Customer's that have chosen to unsubscribe from Billx invitations. If you have Customer Invitations turned on in Notification Settings, then an invitation will automatically be sent to any Customer that is not subscribed to Billx when you generate an invoice for the Customer. The email invitation has an unsubscribe link included in case the Customer does not want to receive the emails.