Help Center
Step-by-step guides and tutorials to help you get the most out of Bill Hive. Find answers to common questions and learn best practices.
Quick Navigation
Getting Started
New to Bill Hive? Start here to set up your account and learn the basics.
- Creating your account and setting up your profile
- Adding your company information and branding
- Setting up payment methods (Stripe, PayPal)
- Inviting team members and setting permissions
- Customizing invoice templates
- Importing existing clients and data
Invoicing
Master invoicing with Bill Hive's powerful tools.
- Creating your first invoice
- Adding line items, taxes, and discounts
- Setting up recurring invoices
- Sending invoices via email
- Tracking invoice status and payment
- Setting up automatic payment reminders
- Creating quotes and converting to invoices
Payments
Get paid faster with integrated payment processing.
- Setting up Stripe and PayPal integration
- Accepting credit card payments
- Recording manual payments
- Managing payment plans and installments
- Issuing refunds and credits
- Reconciling payments with bank deposits
Client Management
Organize and manage your client relationships.
- Adding new clients and contacts
- Managing client information and notes
- Using the CRM pipeline to track deals
- Creating client proposals
- Viewing client history and analytics
- Setting up client portals
Projects & Time Tracking
Track time and manage projects efficiently.
- Creating and managing projects
- Using the built-in time tracker
- Adding tasks and milestones
- Converting tracked time to invoices
- Setting hourly rates and budgets
- Generating project reports
Reports & Analytics
Gain insights into your business performance.
- Viewing your dashboard overview
- Generating revenue reports
- Analyzing outstanding invoices
- Creating expense reports
- Exporting data to CSV/Excel
- Setting up custom reports
Account Settings
Customize Bill Hive to work the way you do.
- Updating your profile and password
- Managing notification preferences
- Setting up two-factor authentication
- Customizing your invoice template
- Managing team members and roles
- Configuring tax rates and settings
Troubleshooting
Common issues and how to resolve them.
- I can't log in to my account
- Payment integration isn't working
- Invoices are not sending
- Data import failed
- Reports are showing incorrect data
- Mobile app sync issues