Help Centre

Getting Started

1. Go to the Simply Invoicing website.
2. Click Sign Up or Get Started.
3. Enter your email address and create a password.
4. Confirm your account using the email link.
5. Log in to access your dashboard.

No credit card is required to start.

1. Start on the free plan to create and manage invoices.
2. Use the free plan to test the system and basic features.
3. Upgrade to a paid plan when you need advanced tools such as reports or accountant access.
4. Change or cancel your plan at any time.

1. Log in to your Simply Invoicing account for the first time.
2. Follow the on-screen setup steps.
3. Add your business details, such as name and address.
4. Save your information.
5. Start using Simply Invoicing to create and manage invoices.

1. Go to Settings.
2. Enter your business name and address.
3. Add VAT details if your business is VAT registered.
4. Save your changes.

Your business details will appear automatically on invoices.

1. Add VAT rates if your business is VAT registered.
2. Check invoice dates and due dates before sending.
3. Make sure customer details are correct for compliance.

Following these basics helps keep invoices clear and professional.

Dashboard

1. Select Day, This Week, This Month, or Custom Date at the top of the dashboard.
2. Choose a custom date range if needed (for example: 01/02/2026 – 28/02/2026).
3. View updated statistics based on the selected period.

The dashboard updates all totals automatically for the chosen date range.

1. Check Total Invoices to see the number and total value of invoices created.
2. Review Payments Received to see how much money has been paid.
3. View Expenses to track recorded business expenses.
4. Check Unpaid Invoices to see outstanding amounts.

These totals give you a quick financial summary.

1. Scroll to the Latest Invoices section.
2. See the number of invoices and total amounts.
3. Review received amounts and amounts due.
4. Click an invoice to view full details.

If no invoices exist, the dashboard will display No invoices yet.

1. Go to the Latest Payments section.
2. View the number of payments and total value.
3. See payment date, invoice number, customer and payment method.
4. Click a payment to view more details.

If no payments are recorded, the section will show No payments recorded.

1. Open the Latest Expenses section.
2. Check the number of expenses and total value.
3. Review expense date, reference, supplier and total amount.
4. Select an expense to view details.

If no expenses exist, you will see No expenses yet.

1. Scroll to the Unpaid Invoices section.
2. View the number of unpaid invoices and total unpaid amount.
3. Check invoice date, customer and status.
4. Click an invoice to follow up or review details.

This section helps you manage outstanding payments.

1. Go to the Latest Quotes section.
2. View the number of quotes and total value.
3. Check quote date, customer and status.
4. Open a quote to edit or convert it into an invoice.

If no quotes exist, the dashboard will display No quotes yet.

1. Open the Latest Reports section.
2. View report date, name and category.
3. Download reports directly from the dashboard.

If no reports have been generated, you will see No reports yet.

1. Go to the Latest Activity Logs section.
2. See the date, user and action performed.
3. Track important actions made in the system.

If no actions were recorded, the dashboard will show No activity recorded.

Customers

1. Go to Customers from the main menu.
2. Click Add Customer.
3. Enter the customer’s name and contact details.
4. Save the customer.

The customer will now be available when creating invoices or quotes.

1. Open the Customers list.
2. Click the Actions menu next to a customer.
3. Select View Invoices.
4. Review all invoices linked to that customer.

This shows the customer’s full invoice history.

1. Open the Actions menu next to the customer.
2. Select Add Invoice.
3. Create a new invoice with the customer pre-selected.
4. Review and send the invoice.

This saves time by automatically linking the invoice to the customer.

1. Open the Actions menu next to the customer.
2. Select View Quotes.
3. See all quotes created for that customer.

You can review, edit or convert quotes into invoices.

1. Open the Actions menu next to the customer.
2. Select Add Quote.
3. Create a quote with customer details already filled in.
4. Save or send the quote.

1. Open the Actions menu next to the customer.
2. Select Edit.
3. Update customer details such as name or contact information.
4. Save your changes.

Changes are applied to future invoices and quotes.

1. Open the Actions menu next to the customer.
2. Select Archive.
3. Confirm the action.

Archived customers are hidden from active lists but kept for records.

1. Open the Actions menu next to the customer.
2. Select Delete.
3. Confirm deletion.

Only delete customers you no longer need, as this action cannot be undone.

1. Store customer contact information in the customer profile.
2. Use saved details automatically on invoices and quotes.
3. Update details at any time if information changes.

1. Use View Invoices from the customer’s action menu.
2. See all invoices, amounts and statuses for that customer.
3. Open any invoice for full details.

Items

1. Go to Items from the main menu.
2. Click Add Item.
3. Enter the item name and description.
4. Set the price and VAT if applicable.
5. Save the item.

The item will be available when creating invoices and quotes.

1. Enter a clear item name to identify the product or service.
2. Add a description to explain what the item includes.
3. Set a fixed price for the item.
4. Apply VAT if the item is taxable.

Saved prices and descriptions reduce errors and save time.

1. Open the Actions menu next to the item.
2. Select Edit.
3. Update the item name, description, price or VAT settings.
4. Save your changes.

Edits apply to future invoices and quotes.

1. Open the Actions menu next to the item.
2. Select Duplicate.
3. Adjust the duplicated item if needed.
4. Save the new item.

Duplicating items is useful for similar services or price variations.

1. Open the Actions menu next to the item.
2. Select Archive.
3. Confirm the action.

Archived items are hidden from active lists but remain in your records.

1. Open the Actions menu next to the item.
2. Select Delete.
3. Confirm deletion.

Only delete items you no longer need, as this action cannot be undone.

1. Create a new invoice or quote.
2. Select an item from the items list.
3. The price, description and VAT are added automatically.
4. Adjust quantities if required.

This ensures faster and more accurate invoicing.

1. Apply VAT to items if your business is VAT registered.
2. VAT settings are saved with each item.
3. VAT is calculated automatically on invoices.

This helps keep invoices compliant and consistent.

Invoices

1. Go to Invoices from the main menu.
2. Click Add Invoice.
3. Select a customer or add a new one.
4. Add products or services.
5. Review invoice details and totals.
6. Save the invoice as a draft or send it.

The invoice will appear in your invoices list.

1. Open the Invoices list.
2. Find an invoice with Draft status.
3. Open the Actions menu.
4. Select Edit.
5. Update invoice details.
6. Save changes.

Draft invoices can be edited freely before sending.

1. Open the Actions menu next to an invoice.
2. Select Share.
3. Confirm or update the customer’s email address.
4. Send the invoice link.

The customer receives the invoice online.

1. Draft – invoice created but not sent.
2. Not Paid – invoice sent but not yet paid.
3. Paid – invoice marked as paid.
4. Cancelled – invoice cancelled and no longer active.
5. Deleted – invoice permanently removed.

Invoice status helps you track payment progress.

1. Open the Actions menu next to an invoice.
2. Select Preview.
3. Review the invoice layout and details.

Preview lets you check the invoice before sharing.

1. Open the Actions menu next to an unpaid invoice.
2. Select Send Reminder.
3. Confirm sending the reminder.

Reminders help you get paid faster.

1. Open the Actions menu next to an invoice.
2. Select Mark as Paid.
3. Enter payment details if required.
4. Confirm the payment.

The invoice status changes to Paid.

1. Open the Actions menu next to an invoice.
2. Select Duplicate.
3. Edit the duplicated invoice if needed.
4. Save or send the new invoice.

Duplicating invoices saves time for repeat work.

1. Open the Actions menu next to an invoice.
2. Select Cancel.
3. Confirm the action.

Cancelled invoices are kept for records but cannot be paid.

1. Open the Actions menu next to an invoice.
2. Select View PDF to open it in a new tab.
3. Select Download PDF to save it to your device.

PDF invoices are useful for records and sharing.

1. If the invoice is still a draft, edit it directly.
2. If already sent, duplicate the invoice.
3. Correct the details.
4. Send the updated invoice.

This keeps records clear and accurate.

1. Each invoice is assigned a unique invoice number.
2. Invoice numbers help identify and track invoices.
3. Numbers appear on invoices, PDFs and reports.

Invoice numbering ensures proper record keeping.

1. Open the Actions menu next to an invoice.
2. Select View Activity.
3. Review actions such as creation, sending and payments.

Activity logs help track invoice history.

Quotes

1. Go to Quotes from the main menu.
2. Click Add Quote.
3. Select a customer or add a new one.
4. Add products or services.
5. Set issue date and expiry date.
6. Review the total amount.
7. Save the quote.

The quote will appear in your quotes list.

1. Open the Quotes list.
2. Find the quote you want to update.
3. Open the Actions menu.
4. Select Edit.
5. Update items, prices or dates.
6. Save your changes.

Quotes can be edited before they are converted to invoices.

1. Open the Actions menu next to a quote.
2. Select Preview.
3. Review the quote layout and details.

Preview helps you check the quote before sending.

1. Open the Actions menu next to a quote.
2. Select Send.
3. Confirm the customer’s email address.
4. Send the quote.

The customer receives the quote online.

1. Open the Actions menu next to an accepted quote.
2. Select Convert to Invoice.
3. Review the invoice details.
4. Save or send the invoice.

Converted invoices are linked to the original quote.

1. Open the Actions menu next to a quote.
2. Select Duplicate.
3. Edit the duplicated quote if needed.
4. Save the new quote.

Duplicating quotes saves time for repeat jobs.

1. Open the Actions menu next to a quote.
2. Select Delete.
3. Confirm deletion.

Deleted quotes are permanently removed.

1. Open the Actions menu next to a quote.
2. Select View Activity.
3. Review actions such as creation, sending and conversion.

Activity logs help track quote history.

1. Active Quote – quote created and valid.
2. Quote Sent – quote sent to the customer.
3. Overdue – quote has passed its expiry date.

Statuses help you track quote progress.

1. Use a quote to propose prices before work starts.
2. Use an invoice to request payment after work is agreed or completed.
3. Convert a quote into an invoice once the customer accepts.

This keeps pricing and billing clear and organised.

Expenses

1. Go to Expenses from the main menu.
2. Click Add Expense.
3. Enter the expense date.
4. Select an expense category.
5. Add the supplier name.
6. Enter payment reference and payment method.
7. Add subtotal, VAT (if applicable) and total amount.
8. Save the expense.

The expense will appear in the Pending Expenses list.

1. When adding or editing an expense, upload the receipt file.
2. Save the expense with the attached receipt.
3. Access the receipt anytime from the expense list.

Uploaded receipts are stored securely for your records.

1. Open the Expenses list.
2. Find the expense you want to review.
3. Open the Actions menu.
4. Select View.

The receipt or document will open in a new window.

1. Open the Actions menu next to an expense.
2. Select Download.
3. Save the file to your device.

Downloading receipts is useful for offline records.

1. Open the Actions menu next to an expense.
2. Select Share.
3. Send the expense link when required.

Sharing allows easy access for accountants or records.

1. Open the Actions menu next to an expense.
2. Select Edit.
3. Update details such as category, supplier or amounts.
4. Save your changes.

Edits apply immediately to reports and totals.

1. Open the Actions menu next to an expense.
2. Select Duplicate.
3. Adjust the duplicated expense if needed.
4. Save the new expense.

Duplicating expenses saves time for recurring costs.

1. Open the Actions menu next to an expense.
2. Select Archive.
3. Confirm the action.

Archived expenses are removed from active lists but kept for records.

1. Open the Actions menu next to an expense.
2. Select Delete.
3. Confirm deletion.

Only delete expenses you no longer need, as this action cannot be undone.

1. Select a category when adding an expense.
2. Use categories such as Insurance, Licences or Permits.
3. Manage categories from Expenses Categories if needed.

Categories help organise expenses and improve reporting.

1. Add VAT amounts if the expense includes VAT.
2. VAT is calculated and stored with the expense.
3. VAT appears automatically in reports.

This helps keep expense records accurate.

1. All saved expenses are included in reports automatically.
2. Filter reports by date to review expenses.
3. Export expense data for accounting.

Expenses are used to calculate totals and summaries.

1. Pending – expense recorded but not archived.
2. Archived – expense stored for record-keeping only.

Statuses help you manage active and past expenses.

Payments

1. Go to Payments from the main menu.
2. Add a payment when you receive money from a customer.
3. Select the related invoice.
4. Enter the payment date and amount.
5. Choose the payment method (Bank Transfer, Cash, Card or PayPal).
6. Save the payment.

The invoice balance updates automatically.

1. Open the Payments list.
2. View all recorded payments in one table.
3. Filter payments by method using the tabs (Bank Transfer, Cash, Card, PayPal).
4. Use search or date filters to find specific payments.

This gives you a clear overview of incoming money.

1. Payments linked to invoices update invoice status automatically.
2. Fully paid invoices are marked as Paid.
3. Invoices with partial payments remain Not Paid until fully settled.

Statuses help you track outstanding balances.

1. Open the Invoices section.
2. Use Mark as Paid from the invoice actions menu.
3. Confirm payment details.

The invoice status changes to Paid.

1. Open the Payments list.
2. Find the payment you want to update.
3. Open the Actions menu.
4. Select Edit.
5. Update payment details.
6. Save changes.

Edits update invoice balances automatically.

1. Open the Actions menu next to a payment.
2. Select Delete.
3. Confirm deletion.

Deleting a payment restores the invoice balance.

1. Open the Actions menu next to a payment.
2. Select View Activity.
3. Review payment-related actions and history.

Activity logs help track changes and updates.

Reports

1. Generate sales and financial reports.
2. Review income, expenses and profit over time.
3. Filter reports by date range.
4. Download or share reports with your accountant.

Reports help you understand how your business is performing.

1. Create sales reports to view invoice income.
2. Select a date range for the report.
3. Review total sales for the selected period.

Income reports show how much your business has earned.

1. Include recorded expenses in reports automatically.
2. Review expenses by date range.
3. Use reports to track business costs.

Expense data helps control spending and budgeting.

1. Compare income and expenses in reports.
2. Review profit summaries for selected periods.
3. Use profit data to monitor business performance.

Profit overview helps you understand financial health.

1. Select Date From and Date To when generating a report.
2. Adjust the date range to monthly or quarterly periods.
3. View updated report data instantly.

Date filtering allows accurate reporting for any period.

1. Open the Reports list.
2. Find the report you want to review.
3. Open the Actions menu.
4. Select View.

The report opens in a new tab for review.

1. Open the Actions menu next to a report.
2. Select Download.
3. Save the file to your device.

Reports can be downloaded in formats such as CSV, PDF or XLSX.

1. Open the Actions menu next to a report.
2. Select Share.
3. Copy or send the report link.

Sharing reports makes it easy to work with your accountant.

1. Open the Actions menu next to a report.
2. Select Send.
3. Confirm sending the report.

Send reports directly when needed.

1. Open the Actions menu next to a report.
2. Select Archive.
3. Confirm the action.

Archived reports are stored for record-keeping and removed from active lists.

1. Open the Actions menu next to a report.
2. Select Delete.
3. Confirm deletion.

Only delete reports you no longer need.

1. Pending – report is active and available.
2. Archived – report stored for reference only.

Statuses help organise reports.

1. Generate the required report.
2. Download it in CSV, PDF or XLSX format.
3. Share or send it to your accountant.

This makes accounting and year-end preparation easier.

Statements

1. Go to Statements from the main menu.
2. Click Add Statement.
3. Upload your bank statement or financial document.
4. Select the statement category (for example, Business Bank Accounts).
5. Set the Date From and Date To.
6. Save the statement.

The statement will appear in the Active Statements list.

1. Choose a category when uploading a statement.
2. Use categories such as Business Bank Accounts, Credit Cards or Tax Statements.
3. Filter statements by category to find documents quickly.

Categories help keep financial records organised.

1. Open the Statements list.
2. Find the statement you want to review.
3. Open the Actions menu.
4. Select View.

The statement opens in a new tab for review.

1. Open the Actions menu next to a statement.
2. Select Download.
3. Save the file to your device.

Downloaded statements are useful for offline storage.

1. Open the Actions menu next to a statement.
2. Select Share.
3. Send or copy the statement link.

Sharing statements makes it easy to provide documents to your accountant.

1. Open the Actions menu next to a statement.
2. Select Edit.
3. Update details such as source, category or date range.
4. Save changes.

Edits help keep records accurate.

1. Open the Actions menu next to a statement.
2. Select Archive.
3. Confirm the action.

Archived statements are stored for records and removed from active lists.

1. Open the Actions menu next to a statement.
2. Select Delete.
3. Confirm deletion.

Only delete statements you no longer need.

1. Active – statement available in your main list.
2. Archived – statement stored for long-term record keeping.

Statuses help organise your documents.

1. Upload bank statements regularly.
2. Categorise them correctly.
3. Share statements with your accountant when required.

This simplifies bookkeeping and year-end preparation.

Documents

1. Go to Documents from the main menu.
2. Click Add Document.
3. Upload the document file from your device.
4. Select a category and subcategory.
5. Enter a document name and optional notes.
6. Save the document.

The document will appear in the Active Documents list.

1. Choose a category when uploading a document.
2. Use categories such as Accountant Invoices, Company Documents, Tax Letters or Payment Receipts.
3. Select a subcategory to keep documents well organised.
4. Filter documents by category to find files quickly.

Categories help structure your business records.

1. Open the Documents list.
2. Find the document you want to review.
3. Open the Actions menu.
4. Select View.

The document opens for preview without downloading.

1. Open the Actions menu next to a document.
2. Select Download.
3. Save the file to your device.

Downloading documents is useful for offline access.

1. Open the Actions menu next to a document.
2. Select Share.
3. Copy or send the secure document link.

Sharing makes it easy to provide documents to your accountant or partners.

1. Open the Actions menu next to a document.
2. Select Edit.
3. Update the document name, category, subcategory or notes.
4. Save your changes.

Editing helps keep document details accurate.

1. Open the Actions menu next to a document.
2. Select Archive.
3. Confirm the action.

Archived documents are stored safely but removed from active lists.

1. Open the Actions menu next to a document.
2. Select Delete.
3. Confirm deletion.

Only delete documents you no longer need, as this action cannot be undone.

1. Upload documents securely to your account.
2. Access files only when logged in.
3. Share documents using secure links.

Your documents are stored safely and privately.

1. Store invoices received from your accountant.
2. Upload tax letters and compliance documents.
3. Keep annual accounts and company records organised.
4. Share selected documents when needed.

This keeps all important paperwork in one place.

1. Active – document available in your main list.
2. Archived – document stored for long-term records.

Statuses help manage current and past documents.

Accountant

1. Go to Accountant from the main menu.
2. Choose the option to share access or data.
3. Select what information you want to share.
4. Confirm the sharing settings.

Your accountant can access only the data you allow.

1. Control what your accountant can view.
2. Allow access to invoices, payments and expenses.
3. Restrict access to sensitive data if needed.
4. Update or remove access at any time.

Permissions help protect your business data.

1. Invoices and invoice totals.
2. Payments received and outstanding balances.
3. Recorded expenses and uploaded receipts.
4. Reports and exported data.
5. Uploaded statements and documents.

Accountants see only shared and permitted data.

1. Go to Reports or Invoices.
2. Generate the required report.
3. Download data in CSV, PDF or XLSX format.
4. Share exported files with your accountant.

Exports are accountant-friendly and easy to use.

1. Upload bank statements and financial documents.
2. Make sure all invoices and expenses are recorded.
3. Generate annual reports.
4. Export and share data with your accountant.

This simplifies year-end accounting and tax filing.

1. Share data using secure access or links.
2. Keep full control over permissions.
3. Remove accountant access when no longer required.

Your data remains private and secure.

Settings

1. Go to Settings → My Company.
2. Enter your Business Type and Company Name.
3. Upload or change your company logo.
4. Select your business category.
5. Add your company website URL if available.
6. Set your Invoice Format and Invoice Prefix (2–4 capital letters).
7. Save your changes.

These details appear automatically on your invoices.

1. Enter your company email address.
2. Enter your company phone number.
3. Save the details.

Contact details help customers reach you easily.

1. Enter your Company Registration Number if applicable.
2. Select whether your company is VAT registered.
3. Add your VAT Registration Number.
4. Choose a VAT rate or enter a custom VAT rate.
5. Save the settings.

VAT details ensure invoices are compliant.

1. Use Address Search or enter the address manually.
2. Fill in address lines, postcode, city and country.
3. Save the address.

The registered address appears on invoices where required.

1. Go to Company Legal Footer.
2. Add legal text such as company name, registration number and address.
3. Set a default footer if required.
4. Save changes.

The footer appears on all invoices.

1. Go to VAT Rates.
2. Review standard VAT rates (Standard, Reduced, Zero).
3. Add custom VAT rates if needed.
4. Edit or remove custom VAT rates.

VAT rates can be selected when creating invoices.

1. Go to General Settings (App).
2. Turn the onboarding tour on or off using the toggle.
3. Save preferences.

Preferences control how the app behaves for you.

1. Go to Payment Instructions.
2. Add your Bank Name, Account Number and Sort Code.
3. Set a bank account as default if needed.
4. Save the details.

Bank details appear automatically on invoices for customer payments.

1. Go to Discounts.
2. Add a percentage or fixed amount discount.
3. Activate or edit discounts as needed.
4. Use discounts when creating invoices.

Discounts help adjust invoice totals quickly.

1. Go to Shipping Costs.
2. Add a shipping method name.
3. Set shipping VAT and cost.
4. Save the shipping option.

Shipping costs can be added to invoices when required.

1. Go to Payment Methods.
2. Review standard methods such as Bank Transfer, Cash and Card.
3. Add custom payment methods if needed.
4. Activate or deactivate methods.

Payment methods are available when recording payments and expenses.

1. Go to Payment Gateways.
2. Connect supported payment providers (for example, PayPal).
3. Save the connection.

Payment gateways allow customers to pay online.

1. Keep your login details secure.
2. Change your password when needed.
3. Log out when using shared devices.

Security settings protect your account and data.

Billing

1. Select the Free Plan to get started at no cost.
2. Use the free plan to create invoices and manage a small number of customers.
3. Access basic invoicing features without a monthly fee.
4. Upgrade at any time when your business grows.

The free plan is ideal for testing Simply Invoicing.

1. Manage up to 2 companies.
2. Add up to 50 customers.
3. Create up to 50 invoices.
4. Use unlimited quotes and invoice cloning.

This plan suits growing small businesses.

1. Manage up to 5 companies.
2. Use unlimited customers and invoices.
3. Create unlimited quotes.
4. Use invoice cloning and recurring invoices.
5. Access priority support.

This plan is best for established businesses.

1. Go to My Account → Billing & Subscription.
2. Scroll to Change Your Plan.
3. Select the plan you want to switch to.
4. Confirm the change.

Plan changes take effect immediately.

1. All plans are billed monthly.
2. View your current plan, billing cycle and status.
3. Check your next billing date if applicable.
4. Enable or disable auto-renew if available.

Billing details are always visible in your account.

1. Review how many companies, customers, invoices and quotes you have used.
2. Compare usage against plan limits.
3. Upgrade if you reach your limits.

This helps avoid interruptions to your work.

1. Go to My Account → Billing & Subscription.
2. Click Cancel Subscription.
3. Confirm cancellation.

Your subscription will remain active until the end of the current billing period.

1. Go to Billing History in My Account.
2. View all subscription invoices.
3. Check invoice date, status and amount.
4. Download invoices or receipts if needed.

Subscription invoices are useful for accounting records.

1. Add a payment method if required.
2. Set a default payment method for billing.
3. Update or remove payment methods anytime.

Payment methods are used only for subscription billing.

1. Add a billing address if required for invoices.
2. Update billing address details as needed.

Billing addresses appear on subscription invoices.

1. Change your password regularly.
2. Use a strong password with letters, numbers and symbols.
3. Confirm password changes to secure your account.

1. Connect your Google account for easier login.
2. Check connection status and verified email.
3. Disconnect Google access if no longer needed.

Google connection adds an extra layer of convenience and security.

Security

1. Access your Simply Invoicing account only through secure login.
2. Keep your password private and up to date.
3. Log out when using shared or public devices.

Your data is protected using secure systems and access controls.

1. Your data is processed in accordance with GDPR regulations.
2. Personal and business data is collected only when necessary.
3. Data is used only for invoicing, accounting and system functionality.
4. You can update or remove your data where applicable.

GDPR compliance ensures lawful and transparent data handling.

1. Your data is stored securely in compliance with UK regulations.
2. Access to stored data is restricted to authorised users only.
3. Data is protected against unauthorised access or misuse.

UK-focused storage helps meet local compliance standards.

1. Your business data is never shared without permission.
2. Customer, invoice and payment data remain confidential.
3. Data shared with your accountant is controlled by you.
4. Secure links are used when sharing documents or reports.

Privacy and confidentiality are a top priority.

Troubleshooting

1. Check that the invoice is saved and not empty.
2. Make sure a customer is selected on the invoice.
3. Confirm the customer has an email address.
4. Review invoice details and totals.
5. Try sending the invoice again.

If the issue continues, refresh the page and retry.

1. Open the Invoices section.
2. Check if a payment has been recorded for the invoice.
3. If not, use Mark as Paid or add a payment manually.
4. Refresh the page to update the invoice status.

Invoice status updates only after a payment is recorded.

1. Check filters or search fields.
2. Make sure the customer or invoice is not archived.
3. Switch between tabs such as Draft, Paid or Cancelled.
4. Refresh the page and search again.

Archived items are hidden from active lists.

1. Invoice won’t save – Check required fields and totals.
2. Incorrect totals – Review VAT, discounts or shipping costs.
3. Cannot edit item – Make sure the item is not archived.
4. Action not working – Refresh the page and try again.

Most issues can be resolved in a few steps.

1. Go to Contact & Support from the Help Centre.
2. Choose the best way to contact us.
3. Describe your issue clearly and include relevant details.
4. Submit your request.

Providing clear information helps us resolve your issue faster.

1. Support requests are handled during working hours.
2. Most queries receive a response within a short time.
3. Complex issues may take longer to investigate.

Response times may vary depending on the request.

Contact

1. Use the Help Centre for common questions and step-by-step guides.
2. Try troubleshooting guides before contacting support.
3. Contact Direct Support if the issue cannot be resolved on your own.

The Help Centre is the fastest way to find answers.

1. Share feedback to help improve Simply Invoicing.
2. Submit feature requests through the support channel.
3. Describe how the feature would help your workflow.

User feedback helps shape future updates.

1. Check the Help Centre for a solution.
2. Make sure your account details are up to date.
3. Include screenshots or error messages if available.

This helps speed up support responses.

Welcome to the Simply Invoicing Help Centre.