Managing your Clients and Items libraries

Two lightweight libraries drive most of the speed in Billune — Clients (people/companies you invoice) and Items (services or products you sell). Save each once, reuse everywhere.

1. 01

   Add your first client

   Sidebar → Clients → + New client. Fill in name (required) plus email, company, phone, address, country, and tax ID. Tax ID gets rendered on the invoice PDF automatically for VAT/GST jurisdictions.

2. 02

   Add reusable services (Items)

   Sidebar → Items → + New item. Give it a name (e.g. "Senior consulting hour"), description, unit price, currency, and a unit label ("hour", "month", "day"). Perfect for retainers or fixed-scope deliverables.

3. 03

   Use them in an invoice

   In the builder, the Client dropdown lists everyone you've saved — one click fills the whole snapshot. Next to line items, the From library dropdown adds any saved item as a new line, pricing filled in.

4. 04

   Bulk-import from other tools

   In Settings, use Bulk Import to upload a CSV or XLSX exported from Xero, Wave, QuickBooks, FreshBooks, or HubSpot. Column headers auto-map — you don't have to reshape the file.

5. 05

   Bulk export for backup

   The same page has Export all clients / items as a single XLSX file — useful before you make major edits, or to hand off to your accountant.