Documentation
Everything you need to know about using our invoice management system
Frequently Asked Questions
Quick answers to common questions
How do I create my first invoice?
Navigate to the Invoices section in your dashboard and click "New Invoice". Fill in the client details, add line items, and save.
Can I customize invoice templates?
Yes! Go to Settings → Templates to customize colors, logos, and layout for your invoices.
How do I track when clients view invoices?
View tracking is automatic. Check the "Activity" tab on any invoice to see view history with timestamps.
Can I export my data?
Yes, you can export invoices, clients, and reports in PDF, CSV, or Excel formats from the respective sections.