Your Setup Journey

Create Your Account

Start by signing up with your email address. You'll receive a verification link to confirm your account.

  • Choose a strong password (min. 8 characters)
  • Verify your email address
  • Enable two-factor authentication for extra security

Complete Your Business Profile

Add your company details. This information will appear on all your invoices.

  • Business name
  • Company registration number (optional)
  • Address and contact details
  • Company logo (for professional look)

Set Up Payment Methods

Connect your payment processor so customers can pay directly through invoices.

Stripe
Credit/debit cards, Apple Pay, Google Pay
PayPal
PayPal account payments
Bank Transfer
Direct BACS & Faster Payments

Create Your First Invoice

You're ready! Let's create your first invoice and send it to a customer.

  1. Click "New Invoice" from your dashboard
  2. Add customer details (or create from your customer list)
  3. Add line items with descriptions and amounts
  4. Set payment terms and due date
  5. Review and click "Send" to email your customer

Pro Tips for Success

Use Invoice Templates

Save time by creating templates for different service types. You'll be able to duplicate them for similar invoices.

Set Payment Terms

Define standard payment terms (Net 30, Due on receipt, etc.) to manage cash flow and avoid confusion.

Add Notes & Terms

Include any special notes or payment instructions to make invoices crystal clear for your customers.

Enable Payment Reminders

Automatically send reminders to customers when invoices are due. This reduces payment delays significantly.

Track Payment Status

Use the dashboard to monitor which invoices are paid, pending, or overdue at a glance.

Backup Your Data

Export your data regularly. We backup automatically, but it's good practice to keep your own copies.

Frequently Asked Questions

Creating an invoice is simple. Once logged in:
  • Click New Invoice from your dashboard.
  • Fill in your customer details and add line items.
  • Choose your payment method (Stripe, PayPal, or bank transfer).
  • Set payment terms and due date.
  • Click Send to email directly to your customer.

We support multiple payment methods:
  • Stripe: Credit/debit cards, Apple Pay, Google Pay
  • PayPal: PayPal account payments
  • Bank Transfer: Direct BACS payments
Your customers can choose their preferred method when paying.

Yes, absolutely. We use:
  • Bank-level 256-bit SSL encryption
  • GDPR compliance for EU data protection
  • Two-factor authentication (2FA)
  • Regular security audits and penetration testing
  • Automatic daily backups
  • 99.9% uptime SLA
Your financial data is treated with the highest level of security.

Your dashboard gives you a clear overview of all invoices and their current status.
  • Filter invoices by status: Paid, Pending, Overdue
  • View payment history for each invoice
  • Monitor due dates and overdue balances
  • Send reminders for unpaid invoices
  • Review monthly revenue reports
You can verify payments directly with your payment provider or bank and update the invoice status accordingly in your dashboard.

Yes, you can cancel anytime:
  • No long-term contracts required
  • Cancel directly from your account settings
  • Keep your data for 30 days after cancellation
  • Export your data anytime
  • No cancellation fees
We would appreciate feedback if you decide to leave.

Still have questions?

Our support team is here to help. Get in touch with us anytime.

Contact Support