Documentation

How to use Invoice Generator

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

Invoices

Create and Download an Invoice

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

Manage Saved Invoices

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

Estimates

Create an Estimate

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

Clients

Use the Client Portal

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

Expenses

Track Expenses

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

Settings

Set Business Defaults

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

Collaboration

Comments and Notifications

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