Create Professional Invoices in Seconds.

Go to Invoices → Create Invoice. Fill in your client's details, add line items with descriptions and amounts, set the invoice date and due date, then click Save. You can download the PDF, share a public link, or email it directly to your client.

Navigate to Clients → Add Client. Enter the client's name, email, phone, and billing address. Once saved, the client will be available to select from a dropdown whenever you create a new invoice — no need to re-enter details.

Go to Settings → Business Settings. Add your business name, address, GST or tax number, logo, and bank account details. This information appears automatically on every invoice you create.

Yes, on paid plans you can manage multiple businesses from a single account. Use the business switcher at the top of the dashboard to switch between them. Each business has its own clients, invoices, and settings.

Go to Items → Add Item. Enter the item name, description, unit, and default rate. Saved items appear as suggestions when you add line items to an invoice, making it faster to fill out repeat work.

Open the invoice you want to mark as paid, then click Add Payment. Enter the amount received, payment date, and method (cash, bank transfer, UPI, etc.). The invoice status updates automatically to Paid or Partially Paid.

Open the invoice and click Download PDF to save it locally. You can also click Share Link to generate a public URL your client can view in any browser without logging in. The Email button sends the PDF directly to your client's inbox.

Go to Quotations → Create Quotation. It works just like an invoice — add your client, line items, and any notes. Once the client approves, you can convert it to an invoice with a single click, with all details pre-filled.

Open the original invoice and click Issue Credit Note, or go to Credit Notes → Create Credit Note. Enter the amount to credit and the reason. The credit note is linked to the original invoice and can be sent to your client as a PDF.

Go to Team → Invite Member, enter your team member's email address, and assign their role (Admin, Manager, or Staff). They will receive an email with a link to join your workspace. Team access is available on Pro plans.

Go to Reports from the sidebar. Filter by date range, client, or invoice status to see your total revenue, outstanding amounts, and payment history. Reports can be exported as CSV for use in spreadsheets or accounting software.

Click Upgrade in the sidebar or go to your account settings. Choose the plan that fits your needs — Starter or Professional. Payments are processed securely. Your new features activate immediately after payment.