Your first steps in SmartBill
SmartBill brings your business documents and expenses together. First, make sure you are working in the right business, especially if you have more than one.
Choose the screen you use for SmartBill:
- Open SmartBill and sign in.
- Select the business you want to manage. To switch, open the account menu and choose Switch business.
- Open Settings and check the business details before creating your first document.
Enlarge screenshot- Open the SmartBill app and sign in with the account you use on your computer.
- Choose your business. To switch later, tap your account picture and choose Switch business.
- Use the add button to start a document or add an expense.
Enlarge screenshotIf the expected business is missing, check which email address you signed in with. A personal account may show different screens from a business account.
Next: create a document or add an expense.