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:
- You create an invoice from an income entry as usual
- You share the purchaser link with your client (via email, text, or chat)
- Your client opens the link and sees a form with fields for their name, address, and business number
- Your client submits the form -- no Biller account or sign-in is needed
- 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