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.
Nothing kills invoicing speed like re-typing the same client's address and tax ID every month. Or worse: retyping your retainer line — same description, same rate — every single time. Both problems disappear once you populate your Clients and Items libraries once, up front.
Every field you save on a client (name, company, email, address, tax ID) later shows up on the invoice PDF automatically. Every item you save (description + rate + unit) drops into the line-items table with one click. And if you're switching from Xero / Wave / QuickBooks / FreshBooks / HubSpot, the bulk import understands each of those tools' CSV column names natively — you don't have to reshape the file.
- 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. Country auto-selects the invoice currency next time you invoice them (INR for India, GBP for UK, EUR for Germany, etc.).
- 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. If you charge different rates in different currencies, save one Item per currency — Billune won't auto-convert (that's a source-of-truth problem).
- 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. You can still edit any pre-filled field on a per-invoice basis — the library is a starting point, not a lock.
- 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. Duplicates (same email) are skipped, not overwritten, so re-importing later is safe.
- 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 for year-end. The export is a plain XLSX with human-readable column names, not proprietary.