Guides and walkthroughs

Create your account, add your business details and logo, and get your invoices looking like yours.

Add a client, build an invoice, preview it and send — including discounts and attachments.

Card payments through Stripe, PayPal, and bank transfer — how each works and what your client sees.

Automatic reminders before and after the due date, manual nudges, and late fees.

Keep client records, copy an accounts inbox on every invoice, and share a client portal.

How the 14-day trial works, what each plan includes, and how to change or cancel.