Invoice Management Guide

Professional Invoicing Made Simple

Professional Invoicing

Learn how to create stunning invoices, track payments, generate PDFs, and effectively manage your client relationships

Creating Professional Invoices

Design and generate professional invoices with customizable templates

Step-by-Step Guide

  1. Navigate to Invoices > Create Invoice
  2. Select a professional template from the gallery
  3. Fill in client information (name, address, tax ID)
  4. Add invoice items with descriptions and quantities
  5. Set prices, taxes and discounts
  6. Choose payment terms and due date
  7. Add your company logo and branding
  8. Preview and finalize the invoice

Pro Tips

  • Use consistent numbering for invoice tracking
  • Include all required legal information
  • Choose templates that match your brand
  • Set clear payment terms and conditions

Invoice Status & Payment Tracking

Monitor invoice status and track payment progress

Step-by-Step Guide

  1. View_all_invoices_in_the_Invoices_dashboard
  2. Check status: Draft, Sent, Viewed, Paid, Overdue
  3. Track when clients view your invoices
  4. Monitor payment due dates and reminders
  5. Mark invoices as paid when payment received
  6. Set up automatic payment reminders
  7. Generate payment reports and analytics

Pro Tips

  • Set up automatic reminders for overdue invoices
  • Track payment patterns to improve cash flow
  • Use status filters to organize your workflow
  • Regularly review overdue invoices

PDF Generation & Export

Generate professional PDF invoices for clients and records

Step-by-Step Guide

  1. Open any invoice in the system
  2. Click "Generate PDF" button
  3. Choose PDF quality and format options
  4. Select whether to include company branding
  5. Download the PDF to your device
  6. Email the PDF directly to clients
  7. Save PDFs to cloud storage for backup
  8. Print physical copies if needed

Pro Tips

  • Use high quality PDFs for professional appearance
  • Include your company logo for branding
  • Save PDFs in organized folder structures
  • Backup all invoices to cloud storage

Client Information Management

Organize and maintain comprehensive client databases

Step-by-Step Guide

  1. Go to Clients section in your dashboard
  2. Add new clients with complete contact information
  3. Store business details, tax IDs and addresses
  4. Track client payment history and preferences
  5. Set default payment terms per client
  6. Organize clients by categories or tags
  7. Import client data from external sources
  8. Generate client-specific reports

Pro Tips

  • Keep client information updated and accurate
  • Use consistent formatting for addresses
  • Store tax IDs for compliance purposes
  • Regularly review and clean client database

Available Templates

Professional

Clean, business-focused design

Modern

Contemporary with bold typography

Classic

Traditional business layout

Creative

Artistic and unique designs

Essential Invoice Elements

Company header with logo and contact info
Client billing and shipping addresses
Invoice number and date
Payment terms and due date
Itemized list of products/services
Subtotal, taxes and total amount
Payment instructions and methods
Terms and conditions section

Best Practices

Invoice Creation

  • • Use consistent numbering system
  • • Include all required legal information
  • • Set clear payment terms
  • • Use professional templates

Client Management

  • • Keep client data updated
  • • Store tax IDs for compliance
  • • Track payment history
  • • Set client-specific terms

Invoice Workflow

1
Create
2
Send
3
Track
4
Collect

Continue Learning

Tax Management
Settings & Configuration
Getting Started

Need help with invoice management?

Contact Support