Frequently asked questions

No. Alongside branded invoices, it keeps a searchable record of every invoice with its paid, unpaid or overdue status, a client directory that fills in your invoices, and a dashboard showing what’s paid, outstanding and overdue.

Use Sign up on the login screen. Your account comes with its own private workspace, ready for your business details.

Open Business settings and add your logo, brand colour, contact and legal details, and your invoice number format. Every new invoice starts from these defaults.

Yes. The app has a slide-out menu on phones and a collapsible sidebar on larger screens.

Yes. Every invoice has a print view sized for A4. Use Save & Print in the editor and pick “Save as PDF” in the print dialog.

Yes. Upload a logo (PNG, JPG, GIF or WebP, up to 2 MB) and pick a brand colour. All eight templates use them, and you can change them on a single invoice.

The document title is editable, so the same editor works for quotations, pro-forma invoices or receipts.

Set a prefix (with {YYYY}, {YY} or {MM} placeholders), the number of digits and a starting number. New invoices get the next number automatically.

Locking. Lock any invoice by hand, or lock invoices automatically once they’re marked paid. Locked invoices can’t be edited or deleted.

Deleted invoices go to the Trash first. Restore them from there, or delete them for good.

Every invoice is listed with its status. Switch paid or unpaid in a click; unpaid invoices past their due date show as overdue automatically.

Yes. Search by invoice number, client or amount, sort the list, and filter by status.

Totals, a monthly revenue chart of paid vs outstanding (with a table view), invoices that are overdue or due this week, your top clients and recent invoices.

Company name, logo, contact person, email, phone, billing address, registration number, tax ID or VAT number, and private notes.

Pick a client in the invoice editor and their saved details are filled in on the invoice. You can also start an invoice from the client directory in one click.

Yes. Hit Invoice next to any client in the directory and a new invoice opens with their details already filled in.

EUR, USD, GBP, PKR, AED, SAR, QAR, INR, CAD, AUD, CHF, SEK, NOK, DKK, TRY, CNY and JPY are built in. Choose “Other…” to type any other code.

Choose a percentage or a fixed amount and give it your own label, such as VAT, GST or sales tax. The totals update as you type.

Yes. Enter the amount already paid and the invoice shows the balance still due.

Yes. Add their username under Account → People with access. Your workspace then appears in their workspace switcher.

Yes. Every workspace you’ve been given access to is one click away in the switcher next to the logo.

Yes. Remove their username under Account → People with access and your workspace disappears from their switcher.

Only you, and any account you have given access to. Every account works in its own private workspace.

Yes. Every invoice has a print view sized for A4, so you can print it or save it as a PDF at any time.

They go to the Trash, where you can restore them or delete them permanently.