First things first

A brief intro how to get started

Written by Jan
Updated this week

Set up business details

Enter your business details which will appear on your invoices and other documents

Written by Jan
Updated over a week ago

Add logo and signature

Written by Jan
Updated yesterday

Invoice template settings

Change default settings such as color, layout and template. Hide, show or rename labels and texts

Written by Jan
Updated this week

Create an invoice

Create your first invoice

Written by Jan
Updated yesterday

Preview an invoice

Written by Jan
Updated today

Email an invoice

Email and send invoices

Written by Jan
Updated today

Share an invoice

Share an invoice by sending an online link

Written by Jan
Updated over a week ago

Print an invoice

Written by Jan
Updated over a week ago

Create a client

Create and edit clients, client lists and import clients from contacts

Written by Jan
Updated yesterday

Create items

Save items, products and services

Written by Jan
Updated this week

VAT and tax

Change your vat, tax settings, IRPF and HST

Written by Jan
Updated yesterday

Payment options

Set up online payments and bank details

Written by Jan
Updated yesterday

Add payment

Add and remove payments. Mark an invoice as paid by adding a payment or add partial payments and deposits

Written by Jan
Updated over a week ago

Document types and differences

Explaining differences between proforma, quote, estimate, purchase order, credit note and delivery note

Written by Jan
Updated over a week ago

Duplicate invoices

Written by Jan
Updated yesterday

Create Invoice from other document

Create invoice from estimate, quote, order or proforma invoice

Written by Jan
Updated yesterday