User Guide
How to create invoices, estimates, and manage customers.
Dashboard
The dashboard shows overview stats: total invoices, unpaid amount, and paid amount. Use it to quickly see your business health.
Customers
Add customers with name, email, phone, and address. Customer details auto-fill when you create an invoice or estimate. Go to Customers → New to add one.
Invoices
Create an invoice from Invoices → New. Choose a customer (or enter manually), add line items with description, quantity, and unit price. Add tax rate if needed. Set due date and issue date. Send the invoice to customers.
Estimates
Estimates work like invoices. Create an estimate from Invoices → New and select "Estimate" as the type. When a customer approves, convert the estimate to an invoice with one click.
Payment Methods
In Settings → Company Info, add your Cash App, Venmo, PayPal, and Zelle handles. These appear on your invoices so customers can pay however they prefer. You can also add Cash and Check for offline payments.
Team & Organization
Invite team members from Settings → Members. Roles: owner (full access), editor (create/edit invoices and customers), viewer (read-only).
Billing
Manage your subscription from Settings → Billing. Upgrade, cancel, or update payment method via the Stripe customer portal.