User Guide

Your Business

• Adding a Business
• Set Up Your Business
• Editing Business Details
• Deleting a Business

Invoicing

• Creating Invoices
• Invoicing – Quick Reference Guide
• Sending an Invoice
• Creating a Recurring Invoice
• Exporting Invoices

Estimates

• How to Use Estimates
• Creating Estimates
• Sending an Estimate
• Converting an Estimate to an Invoice
• Exporting Estimates

Bills

• Bills– Quick Reference Guide
• How to Use Bills
• Creating Bills
• Creating a Recurring Bill
• Exporting Bills

Taxes, Discounts & Shipping

• Adding Taxes
• Adding Discounts
• Adding Shipping

Clients

• Adding a Client
• Managing a Client's Contacts
• Exporting Clients

Team

• Team members
• Understanding Team Member Permissions

Dashboard & Reports

• Your invoicely Dashboard
• Generating Reports

Payments

• Setting Up Payment Integrations
• Setting Up PayPal
• Entering Payments For Invoices
• Adding additional payment info to the Invoices (IBAN, payment links, crypto wallets)
• Exchange rates

invoicely App for Android & iOS

• Creating invoices in the mobile app