Getting Started with VenueBill

Welcome to VenueBill

VenueBill is booking and billing software built for wedding venues. You can send invoices, collect deposits, manage bookings, and automate reminders, all from one place. This guide walks you through the first steps from account creation to receiving your first payment.

Step 1: Create your account

1. 1

   Go to venuebill.com and click "Start your trial" in the top navigation.

2. 2

   Enter your name, email address, and a password (8 characters or more with at least one number).

3. 3

   Verify your phone number with the 6-digit SMS code we send.

4. 4

   No credit card is required to sign up. Your account is active immediately.

5. 5

   You'll land on your Dashboard, which shows a revenue chart, upcoming events, recent invoices, and outstanding balances.

Step 2: Set up your profile

Before sending your first invoice, add your business details so they appear on every invoice and estimate you send.

1. 1

   Click "Profile Builder" in the left sidebar.

2. 2

   Enter your business name, address, phone number, and email.

3. 3

   Upload your logo (optional but recommended for a professional look).

4. 4

   Save your profile. These details will automatically appear on all future invoices.

Step 3: Add your first client

Every invoice needs a client. Adding clients upfront keeps your billing organized and lets you see all invoices per client in one place.

1. 1

   Click "Clients" in the left sidebar, then click "New client".

2. 2

   Enter the client's name or company name.

3. 3

   Add their email address - this is used if you send invoices directly by email.

4. 4

   Optionally add their address (shown on invoices), phone number, and any notes.

5. 5

   Click "Save client".

Step 4: Create your first invoice

1. 1

   Click "Invoices" in the sidebar, then click "New invoice".

2. 2

   Select your client from the dropdown.

3. 3

   Add line items - each line item has a description, quantity, and rate. The total is calculated automatically.

4. 4

   Set a due date and choose payment terms (e.g., Net 15, Net 30, or a specific date).

5. 5

   Add an optional note to your client in the message field.

6. 6

   Click "Save as draft" to save without sending, or continue to send.

Step 5: Send the invoice

Once your invoice is ready, you have two ways to get it to your client:

• Copy the invoice link and send it yourself via email or message. The link opens a branded invoice page your client can view and pay from.

• Use the "Send invoice" button to deliver the invoice directly from VenueBill with your configured email template. Invoice email sending is included during your trial and on every paid plan, with no monthly cap.

Step 6: Your client receives the invoice

When your client opens the invoice link, they see a clean, professional invoice page with your business details, a breakdown of charges, and payment options. They can pay online by card or ACH (if you've enabled payments), or you can record a manual payment when they pay by cash, check, or bank transfer.

What's next

• Set up online payments in Settings > Payments to accept cards and ACH.

• Add more clients and invoices as your workload grows.

• Use Estimates to get client approval before billing.

• Set up Recurring invoices for retainer clients on Pro.

• Automate payment reminders so you spend less time chasing.

• Invite team members from Settings > Team if you work with others.