Help

User guides

23 articles covering setup, connecting your accounting system, coding, subscriptions and data handling.

23 guides available.

Getting started

Set up an account, connect your accounting system, and process your first bills.

  • Overview

    What Cosmic Bills does with your supplier bills, and how it fits alongside Xero.

  • Getting started

    Sign up for a free trial, connect your accounting system, and process your first bills.

  • Quick start guide

    The full path from registration to your first posted bill: sign up, connect, and choose how you want bills uploaded.

Xero

Connecting, account codes, credit notes and troubleshooting for Xero.

  • Get started for Xero users

    Set up a trial account, authorise Cosmic Bills in Xero, test the connection, and configure supplier and product mapping.

  • Bills to Xero

    How bills reach Xero, the setting that controls whether they arrive as draft, awaiting approval or approved, and what the result looks like.

  • Credit notes processing

    Cosmic Bills detects credit notes automatically and exports them to Xero as credit notes rather than bills.

Account and billing

Sign-in problems, passwords, subscriptions and payment details.

Data and privacy

What is collected, what is exported, and how long it is kept.

Reference

App details and where to get further help.

Cannot find what you need?

Email support with the detail — if a bill did not extract properly, attach the invoice file.