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Browse Topics
Getting Started
Account setup, platform overview, and creating your very first invoice.
Invoices & Estimates
Customizing templates, setting up recurring billing, and tracking payments.
Client Management
Adding clients, managing the client portal, and reviewing history.
Billing & Plans
Upgrading your account, managing payment methods, and invoices.
Apps & Integrations
Connecting Stripe, PayPal, and syncing with accounting software.
Security & Data
2FA, resetting passwords, GDPR compliance, and data exports.
Quick Start Guide
The foundational steps to get your business up and running on Invoiça.
Set up your business
Navigate to the "Business" page from the main menu. Filling this out once ensures all your future invoices are automatically populated with your company name, logo, address, and payment information.
Add your clients
The "Clients" page is your central hub. Adding them here allows you to instantly pre-fill new invoices, see who has outstanding payments at a glance, and access a full history of their invoices.
Create an invoice
Head to the "Invoices" page and click "New Invoice". Add your items, and use the "Preview Unsaved Invoice" button to see exactly what your client will see before you save and send.
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Our support team is online and ready to help you get your business sorted.