Help & Support
Find answers about invoicing, estimates, and recurring billing, or email support. No response-time commitment is currently published.
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Frequently asked questions
How do I create my first invoice?
Go to Invoices → New invoice, fill in the customer and items, then save.
Can I send invoices by email?
Open an invoice, click Send & schedule, and either send now or schedule for later.
What is a retainer invoice?
A retainer bills a customer upfront for ongoing work, tracked separately from regular invoices.
How do recurring invoices work?
Create a recurring invoice with a frequency (weekly, monthly, etc.) and it regenerates automatically.
What to include in a support request
Describe what you were trying to do, the page or feature involved, what you expected, and what happened instead. Include the invoice or estimate number only when needed. A screenshot can help, but remove customer addresses, payment instructions, tax identifiers, and other sensitive information first.
For sending problems, mention whether you use SendBilling delivery or custom SMTP and include the visible error message. Never email an SMTP password, authentication code, bank credential, card number, or full customer dataset.
Support scope and expectations
Support can help explain product behavior, investigate reproducible errors, and point to relevant documentation. It cannot confirm whether a customer paid, reverse a third-party transaction, provide tax or legal advice, or resolve disputes between an invoice sender and recipient.
SendBilling does not publish guaranteed support hours or response times. If an external payment page, bank transfer, email provider, or authentication service is involved, that provider may also need to investigate its part of the workflow.
Before contacting support
- Refresh the page and confirm the issue still occurs.
- Check that required customer, date, currency, and line-item fields are complete.
- For payment status, verify the transaction directly with your bank or third-party provider and update the invoice manually.
- For public links, confirm you copied the complete URL and sent the intended document.
- For custom SMTP, review the provider's host, port, encryption, username, and app-password requirements.
Last reviewed: August 2026