Set up ScopeBill and issue your first quotation.

Log in to your WordPress dashboard and go to:

Choose the ScopeBill plugin ZIP file and click Install Now.

Once installation is complete, click Activate Plugin.

ScopeBill will now appear in your WordPress dashboard.

Skip this step if you're using ScopeBill Free.

If you've purchased an Early Adopter, Monthly or Annual plan, go to:

Enter the licence key provided with your purchase and click Activate License.

Once activated, your ScopeBill installation gets unlimited Active Clients, Drafts, Issued Quotations and Issued Invoices.

ScopeBill uses your WordPress website to send emails such as quotations and invoices. Before issuing your first document, make sure WordPress email delivery is properly configured.

Choose an email provider

Use a WordPress SMTP plugin to connect your website to your preferred email service. ScopeBill does not require a specific SMTP plugin or provider.

• Your hosting email SMTP
• Google Workspace / Gmail
• Microsoft 365 / Outlook
• Brevo
• Mailgun
• Amazon SES
• Another SMTP or transactional email provider

Configure your sender

Make sure the sender details represent your business correctly. Ideally, use an email address associated with your own business domain.

Send a test email

Before sending your first ScopeBill document:

1. Complete your SMTP or transactional email configuration.
2. Send a test email using your SMTP plugin.
3. Confirm that the email arrives successfully.
4. Check the spam or junk folder if necessary.
5. Verify that the From Name and From Email are correct.

Before creating your first quotation, configure your business information.

Add details such as:

• Business / Company Name
• Registration information, where applicable
• Business address
• Email address
• Phone number
• Company logo

ScopeBill uses this information when generating your quotations and invoices.

Configure how ScopeBill should number your quotations and invoices.

Choose a numbering structure that works for your business. If you're moving from an existing system, consider continuing your current numbering sequence.

Add the payment information you want customers to see on your invoices.

• Bank name
• Account name
• Account number
• Payment instructions

ScopeBill helps you record and track payments. Recording a payment in ScopeBill does not independently verify the transaction with your bank.

Add your client's information, such as:

• Client or contact name
• Company name
• Email address
• Phone number
• Billing address

Save the client when you're finished. The client will then be available when creating quotations and invoices.

If you regularly quote the same products or services, save them in your Item Library.

Save commonly used names, descriptions and pricing so they're ready for future quotations. You can still modify the details after adding an item to a quotation.

Select your client and start adding quotation items.

• Add quotation items
• Add descriptions
• Set quantities
• Set unit prices
• Apply discounts
• Use saved items from your Item Library
• Arrange your quotation items

ScopeBill calculates your quotation totals while you work.

Before issuing, check:

• Client information
• Item descriptions
• Quantities
• Pricing
• Discounts
• Total amount
• Business information
• Terms or additional information

Use the document preview to check how the quotation will appear to your client.

When everything looks correct, select Issue Quotation.

Once issued, your quotation is ready for your client.

Send or share the quotation using the available ScopeBill workflow. Your client can review it without needing access to your WordPress dashboard.

Where the approval workflow is available, your client can Approve or Reject the quotation.

ScopeBill keeps the quotation and its status together so you can easily track what happens after it is sent.

Clients sometimes request changes before accepting a quotation.

Instead of creating disconnected documents, use ScopeBill's quotation workflow to update the quotation as required.

This helps maintain a clearer history of what was proposed while keeping the quotation process organised.

When a quotation is ready to move forward, you don't need to enter the same information again.

Open the relevant quotation and select:

ScopeBill carries the relevant quotation information into the new invoice.

Before issuing the invoice, review:

• Client information
• Invoice items
• Quantities
• Pricing
• Discounts
• Total amount
• Payment details
• Business information

When everything is correct, select Issue Invoice.

When you receive payment, open the relevant invoice and select:

Enter the payment information. ScopeBill keeps the payment associated with the invoice and updates the remaining balance.

If your customer makes multiple payments, record each payment as it is received where supported.

As you use ScopeBill, your workspace will gradually contain more clients, quotations, invoices and payment records.

Use ScopeBill's search, sorting, status and archive tools to keep everything organised.

Records that are no longer actively needed can be archived where applicable instead of permanently deleting them.

If an archived client returns, reactivate the client and continue using their existing information.

Understanding ScopeBill Free limits

ScopeBill Free is not a trial. There's no expiry date and you don't need a licence to use it.

Stay on Free for as long as it fits your business.

What happens when I reach a Free limit?

Nothing is deleted. Your existing ScopeBill records remain inside your WordPress installation.

From first draft to final payment.

Once your setup is complete, ScopeBill keeps the journey from quotation to payment record connected.