Account registration
To register a new account, click ‘Register a new account’, enter your email address, read and accept the Terms of Use, then click ‘Register’. Check your inbox for an email with a link to set your password. Once your password is set, you can log in to your account.
Enter your details
After logging in to your Dashboard, click ‘Your Profile’, where you can provide your business information, such as company name and address, VAT number, payment terms, and more. You can also upload your logo, if desired.
Create an invoice
On your Dashboard, click the ‘Create Invoice’ button. This will take you to the invoice template, where you can enter your client’s details—including name, address, and email—as well as a description of the goods or services you are invoicing for. The invoice will be saved on your 'Dashboard'.
Managing an invoice
On the Dashboard, you can choose to view or edit any invoice. When you select ‘View’, you’ll have the option to generate a PDF version, print it, or send it directly to your client using the email address provided earlier.
Reporting
A basic reporting feature is available on the Dashboard. You can generate reports for any period by entering the relevant dates. If needed, you can also filter the report to show only invoices issued to a specific client.
