Client self-fill

Let your clients fill in their own billing details on an invoice -- no Biller account required.

What is self-fill

Self-fill is a feature that lets your client provide their own purchaser details on an invoice. This is useful when you don't have the client's full billing information -- their legal business name, mailing address, or business number.

Instead of asking your client for these details over email or chat, you can send them a link and they fill in a simple form directly on the invoice.

How it works

Each invoice has a special purchaser link (e.g. biller.ca/i/abc123token) that opens a form for the purchaser details. Here's the flow:

  1. You create an invoice from an income entry as usual
  2. You share the purchaser link with your client (via email, text, or chat)
  3. Your client opens the link and sees a form with fields for their name, address, and business number
  4. Your client submits the form -- no Biller account or sign-in is needed
  5. The invoice is updated with the client's details, and you receive a notification
Client details are saved
When a client fills in their details through the self-fill form, those details are saved to the client record in Biller. Future invoices for the same client will have the purchaser info pre-filled automatically.

Need more help? Email us at help@biller.ca