MagicBill
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Everything you need to know about MagicBill

Step-by-step guides for every feature. Find what you need, get unstuck, and make the most of your account.

StartDashboardInvoicesCustomersSettingsBillingBusiness

Getting Started

All plans

MagicBill lets you create professional invoices and send them to clients in minutes — no accounting knowledge needed. Here's how to get set up quickly.

01

Create your account

Sign up at magicbill.co.uk with your email. No credit card needed — the Free plan is yours immediately.

02

Build your first invoice

Click 'New Invoice' from the dashboard or the Invoices page, then fill in the 5-step guided builder.

03

Download or send

Download a polished PDF or send it directly to your client by email — all from within MagicBill.

MagicBill dashboard overview
💡 Tip:The Free plan includes 3 invoices per month and up to 5 saved clients. Upgrade to Professional or Business at any time from the Billing page.

Dashboard

All plans

The dashboard is your home base. It gives you a live snapshot of your billing activity and quick access to the most common actions.

01

Stats overview

See your total amount invoiced, number of unpaid invoices, and total saved clients — all updated in real time.

02

Quick actions

Use the prominent 'New Invoice' button to jump straight into the invoice builder without navigating to the Invoices page.

Dashboard stats cards and quick actions
📌 Note:The 'What's New' section on the dashboard highlights recent feature updates. Keep an eye on it after app updates.

Invoices

All plans

The heart of MagicBill. Create, manage, send, and track invoices from one place. The invoice builder walks you through 5 simple steps to produce a professional PDF.

Creating an invoice

01

From & To

Enter your business details and your client's details. Use a saved client to auto-fill the form instantly.

02

Invoice details

Set the invoice number, issue date, due date, and choose a PDF template and currency.

03

Line items

Add services or products with descriptions, quantities, and unit prices. Tax rates are applied per line.

04

Payment info

Add your bank account details, payment instructions, or any notes you want to appear on the invoice.

05

Summary & export

Review the live PDF preview, then download it or send it straight to your client's email address.

Invoice builder interface

Managing invoices

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Mark as paid / unpaid

Open any invoice from the list and toggle its status. Paid invoices move to the 'Paid' tab automatically.

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Resend by email

Resend an existing invoice PDF to your client from the invoice detail view — no need to rebuild it.

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Edit an invoice

Open any invoice and tap Edit to re-open the builder with all fields pre-filled. Download the updated PDF when done.

💡 Tip:Free plan users can create up to 3 invoices per month. The counter resets on the 1st of each month. Upgrade to Professional for unlimited invoices.

Customers

All plans

Save your clients' details once and reuse them on every invoice — no more retyping names and addresses.

01

Add a customer

Go to the Customers page and click 'Add Customer'. Fill in their name, email, address, and any other details.

02

Use on an invoice

In the invoice builder's 'From & To' step, select a saved customer from the dropdown to auto-fill their details instantly.

Customers list view
⚠️ Note:Free plan: up to 5 saved customers. Professional and Business plans include unlimited customers. You can still create invoices for unsaved clients on any plan.

Settings & Branding

All plans

Personalise MagicBill to match your business. Professional and Business plan users can apply custom branding directly to every invoice PDF.

Brand Identity Professional+

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Logo

Upload your business logo (PNG or JPG). It appears in the top-left corner of every new invoice PDF.

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Signature

Draw or upload a signature image. It's placed at the bottom of invoice PDFs to give them a professional, signed look.

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Brand colour & font

Pick your brand colour and choose from several professional fonts. These are applied to invoice headers and accents.

Settings and brand identity panel

Preferences

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Theme

Switch between light and dark mode. The setting applies across the entire dashboard immediately.

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Language

Choose your dashboard language from 15 supported languages (Professional+ plans).

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Default currency

Set a default currency so the invoice builder pre-selects it every time. You can still change it per invoice.

💡 Tip:Branding settings (logo, signature, colours, fonts) are applied automatically to all new invoices once saved. Go to Settings → Save All Changes after updating.

Plans & Billing

All plans

MagicBill offers three plans. You can upgrade, downgrade, or cancel at any time from the Billing page.

FeatureFreeProfessionalBusiness
Invoices / month3UnlimitedUnlimited
Saved clients5UnlimitedUnlimited
PDF templates1AllAll
Multi-currency—✓✓
15 languages—✓✓
Custom branding—✓✓
Expense tracking——✓
Team access——Up to 3
Analytics / P&L——✓

How to upgrade

01

Go to Billing

Click 'Billing' in the dashboard sidebar.

02

Choose a plan

Select Professional or Business and pick monthly or annual billing. Annual saves the equivalent of 2 months.

03

Checkout securely

Complete payment via Stripe. Your plan upgrades instantly and new features unlock immediately.

💡 Tip:Billing is handled securely through Stripe. MagicBill never stores your card details. You can manage or cancel your subscription from the Billing page at any time.

Business Features

Business

The Business plan unlocks three powerful extras: expense tracking, team collaboration, and financial analytics.

Expenses

01

Log an expense

Go to the Expenses page and add a new expense with a category, amount, date, and optional receipt upload.

02

Track spending

All expenses feed into the Analytics page so you can see your profit & loss at a glance.

Expenses log list

Team

01

Invite a team member

Go to Team → Invite. Enter their email address and they'll receive an invite link to join your workspace.

02

Manage access

Business plans support up to 3 team members. Remove or reinvite members from the Team page at any time.

Team member list and invite panel

Analytics

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Revenue trends

See monthly revenue charted over time so you can spot seasonal patterns and growth.

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Profit & Loss

Revenue minus expenses gives you a real-time P&L view — no spreadsheet required.

Analytics and P&L chart
⚠️ Note:Expenses and Analytics data only includes activity logged within MagicBill. Import external expense data via manual entry on the Expenses page.

Can't find what you need? Contact support

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