How do I create my first invoice?
Tap the "+" button on the Invoice tab. Fill in your client details, add items with prices, and tap Save. Your invoice is ready to share!
What is an estimate and how is it different from an invoice?
An estimate is a price quote you send before doing the work. An invoice is the final bill you send after the work is done. You can create estimates from the Estimate tab the same way you create invoices.
How do I change my invoice template?
When creating or editing an invoice, tap the template preview at the top. You can browse 100+ professional templates and pick the one you like. Pro users get access to all templates.
Can I customize the colors and fonts of my invoice?
Yes! After selecting a template, you can change the accent color, font style, font size, and totals layout to match your brand.
How do I add my business logo?
Go to More → Business Info and tap the logo area to upload your logo. It will automatically appear on all your invoices and estimates.
How do I add a signature to my invoice?
When editing an invoice, scroll down to the Signature section. You can draw your signature on screen, take a photo, or pick one from your gallery. You can also save signatures for reuse.
How do I mark an invoice as paid?
Open the invoice and tap "Mark as Paid". The status will change to Paid and it will show on the invoice PDF. You can also record partial payments if the client pays in installments.
Can I record a partial payment?
Yes! Open the invoice, tap the status area, and choose "Partial Payment". Enter the amount received. The remaining balance will be calculated automatically.
How do I share or send my invoice to a client?
After saving an invoice, tap the Share button. You can share it as a PDF via WhatsApp, Email, or any other app on your device.
Can I set up reminders for unpaid invoices?
Yes! When creating an invoice, set a due date. The app will send you a notification reminder when an invoice is overdue so you never forget to follow up.
How do I save clients and items for reuse?
Go to the Client or Item tab and tap "+" to add them. Once saved, you can quickly pick them when creating new invoices — no need to type the same details again.
Can I manage multiple businesses?
Yes! Go to More → Manage Businesses to add different business profiles. When creating an invoice, you can switch between businesses. Free users get 1 profile, Pro users get unlimited.
How do I change the currency?
Go to More → Settings → Currency and pick from the list. You can also change the currency for individual invoices while creating them.
How do I change the date or number format?
Go to More → Settings. You can change the date format (e.g. DD/MM/YYYY or MM/DD/YYYY) and number format (e.g. 1,000.00 or 1.000,00) to match your region.
How do I view my business reports?
Go to More → Reports. You can see total sales, top clients, top items, and sales trends. Filter by date range to see performance over any period.
Can I export my invoices or data?
Yes! Go to More → Export & Import. You can export all your invoices as PDFs or images. You can also create a full backup of your data and restore it later.