Set up your business profile — Go to Settings and enter your company name, address, logo, and preferred currency.
Add customers — Use the Customers tab to save client details for quick selection on future documents.
Create a document — Click New Document, choose a type (invoice, receipt, quote, proposal, credit note, or purchase order), add line items, and set tax rates.
Preview and download — Choose from 5 templates (classic, modern, minimal, compact, elegant), then export as a PDF.
Track and manage — View all saved documents, filter by status or type, and mark invoices as paid from the Documents tab.
Common Use Cases
How do I create a professional invoice for my freelance work? Enter your business details, add the client, list your services as line items with rates, and download a branded PDF.
How can I send a quote before starting a project? Select "Quote" as the document type, add estimated line items, and set a validity date to share with your client.
How do I track which invoices are still unpaid? Use the Documents view to filter by status and see all outstanding invoices at a glance.
How do I issue a credit note for a returned product? Create a new Credit Note document referencing the original invoice number and the credited amount.
How can I track billable hours for a client? Use the Time Tracking tab to log hours per project, then convert tracked time into invoice line items.
