Table of Contents

Getting Started

If you are starting out with SnapBill, we recommend that you follow these guides to setup your account:

General Setup: Invoicing and Branding

Invoice Design

Invoicing Options

Adding new Clients

Add Client

Adding a Contact

Adding a User

Setting Payment Methods

Payment Method

Supported Payment Methods

Setting Up Tax Rules

Taxes

Services, Charges and Recurring Billing

Recurring Invoice

Adding a Service

Adding an Expiry Date Service Rule

Service Invoice Rules

Create an Invoice

Processing Payments From Clients

Processing Many Payments

Setting Up Debit Batches

Manage Debit Batches