Bill Generator Help

A complete guide to the bill and invoice generator, from the first setting to a restored backup.

Last Updated: October 6, 2026

Table of Contents

  1. Getting Started
  2. Settings: Business Details and Branding
  3. Creating an Invoice
  4. Line Items, Tax and Totals
  5. Templates and the Live Preview
  6. PDF, PNG and Print
  7. Foreign Remittance (Export of Services)
  8. The Dashboard
  9. Invoice History
  10. Clients
  11. Backup, Import and Clear Data
  12. Keyboard Shortcuts
  13. Troubleshooting
  14. Support

1. Getting Started

1.1 What you need

1.2 The layout

The tool has five sections, chosen with the tabs under the headline: Dashboard, New Invoice, Invoice History (with the number of saved invoices), Clients and Settings. The toolbar below the tabs shows the open section and holds three buttons that work everywhere: Backup, Import and New Invoice.

1.3 Where your records live

Every invoice, client and setting, including your logo, is stored in your browser on this device. Nothing is uploaded and there is no account. The records are therefore only as safe as the browser profile: click Backup now and then (section 11) and keep the file with your accounts.

2. Settings: Business Details and Branding

Do this once, before the first invoice; everything here becomes the default for every new invoice.

Settings are saved as soon as you leave a field.

3. Creating an Invoice

3.1 Invoice Information

Click New Invoice (or press Ctrl+N). The number comes from your prefix and counter, the issue date is today and the due date is thirty days on. Choose the currency, the status (Draft, Sent, Paid or Overdue) and the template for this invoice.

3.2 From (Your Business)

Filled from Settings. Change anything for this invoice only; the defaults stay as they were.

3.3 Bill To (Client)

Pick a saved client from the drop-down, or type the client's name, address, email and phone. Save Client under the form adds the typed client to the client book for next time.

3.4 Notes and Payment Terms

Notes appear under the totals; payment terms below them. Line breaks are kept, so bank details can be listed one per line.

3.5 Saving

Save Invoice (or Ctrl+S) checks that the invoice number, your business name and the client name are filled in, that at least one line item exists and that the number is not already used, then adds the invoice to the history and raises the counter. Reset clears the form back to the defaults.

4. Line Items, Tax and Totals

5. Templates and the Live Preview

5.1 The four templates

5.2 The preview

The preview beside the form (above it on narrow screens) redraws with every keystroke and is exactly what the PDF and PNG will contain: logo or initial, company name and tagline, invoice title and number, both parties, dates, currency and status, the item table, the totals, notes, payment terms, the export-of-services block when enabled, and the footer message. The paper keeps its own colours whichever page theme is on.

6. PDF, PNG and Print

The three buttons above the preview:

6.1 Long invoices

The PDF button makes one A4 page holding a picture of the preview. A very long invoice is scaled to the page width and may run past the bottom. Shorten the notes, split the invoice, or use Print and save as PDF from the browser.

7. Foreign Remittance (Export of Services)

For an Indian business invoicing a client abroad. Tick Enable Export of Services Compliance to add three fields to the invoice:

The block prints after the payment terms. Leave the box unticked for ordinary invoices. Check the wording with your accountant; the tool prints what you type.

8. The Dashboard

Recent Invoices lists the last five; click a row to open it for editing. Quick Actions jump to a new invoice, a new client, Settings or Import.

9. Invoice History

Every saved invoice with its number, client, dates, amount and status. The search box matches the number and the client name; the Status, From and To filters narrow the list by status and issue date. Each row has four actions:

10. Clients

The client book. Add Client opens a window for the name, address, email and phone; the search box filters by name or email. Each card shows the number of invoices for that client and the total billed (matched by the client name), with Edit, Invoice (a new invoice with that client filled in) and Delete. Deleting a client does not delete their invoices.

11. Backup, Import and Clear Data

11.1 Backup

Click Backup in the toolbar or Export Backup in Settings. One file, bill-generator-backup-(date).json, holds every invoice, every client and all settings including the logo. Keep it with your accounts.

11.2 Import

Click Import and choose a backup file. The invoices and clients in the browser are replaced by the file's; settings are merged. Back up first if the browser holds records you want to keep.

11.3 Moving to another computer

Backup on the old computer, copy the file across, Import on the new one.

11.4 Clear All Data

In Settings. Removes every invoice, client and setting from this browser after a confirmation. It does not touch backup files or other devices.

12. Keyboard Shortcuts

Shortcuts do not fire while a field has the focus, so typing is never interrupted.

13. Troubleshooting

14. Support

Questions, problems and suggestions go through the contact form. Say which browser and device you use and what you did before the problem appeared. Short answers to the most common questions are on the FAQ page.