Glossary

Accountant: a read-only role for your bookkeeper: sees and exports everything in the business, changes nothing. See Roles & permissions.

Active business: the business you’re currently working in. Everything in the app (invoices, clients, reports) belongs to the active business. Switch it from the top-bar menu. See Businesses & team.

Aging: how long a balance has been outstanding, grouped into buckets (not yet due, 1-30, 31-60, 61-90, 90+ days). See Reports.

API key: a secret your own code sends to read or change this business’s data over the REST API. See API & webhooks.

Client: a person or company you invoice. See Clients.

Connection: a mutual agreement between two weBiller users that lets documents be delivered in-app. See Connections & requests.

Credit note: a document that reverses or refunds an invoice, in full or in part.

Document language: the language a client receives their invoices, quotes, and reminders in. Separate from the language you use the app in. See Language.

Document request: a pending request to start delivering documents in-app to another weBiller user, which they accept or decline.

Dunning: automatically chasing overdue invoices with a ladder of reminder emails. See Reminders & dunning.

Estimate: another word for a quote.

Expense: money your business spent, recorded so reports can show profit. See Expenses.

In-app exchange: delivering invoices/quotes directly between weBiller users, with a mark-paid → confirm loop. See In-app exchange.

Item: a saved product or service you can drop into invoices. See Items.

Late fee: an amount added to what a client owes when a reminder stage sends. It doesn’t change the original invoice or its PDF. See Late fees.

Line item: a single row on an invoice or quote (description, quantity, price, tax).

Payment claim: a client’s report that they paid, awaiting your confirmation. Shows as the Awaiting confirmation status.

Payment plan: an agreement to settle one invoice in installments; pauses reminders while it runs. See Payment plans.

Portal / shared link: a secure public web page where a client without a weBiller account can view and act on a document. See Client portal.

Quote: a priced proposal sent before the work; can be accepted and converted to an invoice. See Quotes.

Reverse charge: a VAT scheme where you charge no VAT and your (usually cross-border, VAT-registered) client accounts for it instead. See Tax schemes.

Stage: one rung of the reminder ladder: its timing, its wording, and its optional late fee. See Reminders & dunning.

Statement: a summary of everything one client currently owes, with aging. See Statements.

Subscription: a rule that automatically generates invoices on a repeating cycle. See Subscriptions.

Template: the layout and branding applied to your invoice documents. See Invoice template.

UBL: an XML e-invoice format (Peppol BIS Billing 3.0) some clients require instead of a PDF. See E-invoicing.

Webhook: an HTTPS call weBiller makes to your system when something happens, so you don’t have to poll for it. See API & webhooks.