Getting Started with PineBill

Who is PineBill For?

PineBill is designed for:

• Freelancers who need to invoice clients quickly and professionally
• Small Businesses managing multiple customers and product catalogs
• Growing Companies requiring team collaboration and advanced features
• Enterprises needing API integration and custom workflows

What You'll Learn

This Getting Started guide covers everything you need to begin using PineBill effectively:

Quick Start Checklist

Follow this checklist to get up and running in under 15 minutes:

• Create your account - Sign up with email or Google OAuth
• Verify your email - Confirm your email address
• Complete organization setup - Add company name, address, and logo
• Add your first customer - Create a customer record
• Add products or services - Build your product catalog
• Generate your first invoice - Create and share an invoice
• Configure invoice settings - Customize invoice numbers and defaults

Learning Path

We recommend following this path for the best onboarding experience:

Step 1: Account & Organization Setup (5 minutes)

Start by creating your account and setting up your organization. This establishes your company profile and branding.

Step 2: Learn the Interface (5 minutes)

Familiarize yourself with PineBill's interface to navigate efficiently.

Step 3: Build Your Data (10 minutes)

Before creating invoices, add:

• Customers - Your clients or customers
• Products - Your products or services
• Product Categories - Organization for your catalog

Step 4: Create Your First Invoice (5 minutes)

Follow our complete tutorial to generate your first professional invoice.

Step 5: Customize Settings (5 minutes)

Configure invoice settings to match your business needs.

Key Features at a Glance

Invoice Generation

Create professional invoices with:

• Multiple templates (Regular, Bold Professional)
• Product-based and hourly billing modes
• Automatic tax, discount, and shipping calculations
• Custom fields for additional information
• Digital signatures

Customer Management

Build your customer database with:

• Contact information and addresses
• Unique customer identifiers
• Timezone support for global clients
• Customer history and invoice tracking

Product Catalog

Organize your offerings with:

• Product categories and photos
• SKU/model number tracking
• Pricing management
• Active/inactive status control

Payment Processing

Monitor your business with:

• Invoice status tracking (Draft, Sent, Paid, Overdue, Cancelled)
• Payment date recording
• Multi-currency support
• Revenue analytics

Prerequisites

To use PineBill effectively, you'll need:

• A valid email address for account creation
• Company information (name, address, phone)
• Company logo (optional, but recommended for branding)
• Basic information about your customers and products