Documentation

How to use Invoice Generator

Follow focused guides for the features you use most: invoices, estimates, client portal, expenses, defaults, and notifications.

Invoices

Build a professional invoice, preview it, save it, and download the PDF.

Search, filter, duplicate, share, mark paid, and track invoice status.

Prepare an estimate that can later be approved and converted into an invoice.

Create secure portal links so clients can review invoices, receipts, estimates, and comments.

Record expenses, attach receipts, and compare income against costs.

Save your business profile, default terms, tax rate, currency, logo, and styling.

Understand unread comment counts, email digests, and the navbar notification bell.

Integrate programmatically with Invoice Generator. Automate invoices, services, clients, and hook into real-time billing events.