Create and send your first invoice
Set company details, choose a customer, add line items, review the PDF, and send with confidence.
Read the first-invoice guideDocumentation library
This version is organized by user task and illustrated with current product screenshots from the live app. Each card links to the best available guide now, while leaving room for deeper product docs as the help center grows.
Start
Getting started
Set up the account foundation users need before they issue the first invoice.
Check company settings
Review legal identity, country, base currency, invoice numbering, branding, payment terms, and email setup.
Open settings after sign inBill
Invoices and customers
Keep the invoice record clean from customer setup through issue, delivery, and payment tracking.
Professional invoice checklist
Confirm invoice numbers, dates, seller and buyer identity, line-item detail, tax labels, totals, and payment instructions.
Read the invoice checklistStructure customers and companies
Decide when one company workspace is enough and when separate legal sellers, users, or customer records are cleaner.
Read the workspace guidePaid
Payments and follow-up
Help users shorten the distance between a sent invoice and a reconciled payment.
Set up Stripe payments
Connect Stripe, create payment sessions, share payment links, and understand where payment status appears.
Read the Stripe guideTrack delivery and reminders
Use invoice activity, delivery attempts, reminder events, and payment state to understand what happened after sending.
Open app after sign inTime
Time tracking and billable work
Capture billable hours, review project work, and turn approved time into invoice lines.
Track weekly work
Use time entries, project filters, timers, notes, and status changes to keep billable work ready for review.
Open time entries after sign inReport and invoice time
Review project totals, export reports, and create invoices from approved billable entries when the work is ready.
Open time reports after sign inIntl
International and compliance-aware billing
Prepare the facts that make cross-border invoices easier to review, send, and explain.
Invoice in another currency
Choose invoice currency, record exchange-rate context, and understand the difference between invoice and base currency.
Read the currency guideVAT, reverse charge, and tax labels
Gather customer location, VAT IDs, supply type, and exemption wording before selecting invoice tax treatment.
Read the tax-label guideeInv
Country eInvoicing readiness
Understand the practical setup needed before sending country-specific electronic invoices.
German business invoices
Prepare for German e-invoice expectations with a workflow users can understand before implementation details matter.
Read the Germany guideBelgium and Greece readiness
Review Belgian e-invoicing and Greek myDATA guidance from the public eInvoicing menu.
Read the Greek myDATA guideDocumentation roadmap
Next docs to add
A useful help system needs product pages, not only articles.
The next layer should turn frequent app workflows into dedicated reference pages with screenshots, prerequisites, failure states, and troubleshooting steps.
SETUP
Company setup reference
Explain every settings tab, required legal fields, invoice numbering, payment terms, email delivery, branding, and electronic-invoicing mode.
INVOICE
Invoice lifecycle reference
Document draft, issue, send, failed delivery, payment, credit note, voiding, artifacts, and reminder behavior.
TEAM
Organizations and access
Cover plans, organizations, company switching, users, roles, two-factor setup, passkeys, and API tokens.
TIME
Timekeeping workflows
Document timers, weekly entries, projects, reports, billable status, exports, and creating invoices from approved time.
FIX
Troubleshooting library
Add focused pages for failed invoice email, missing exchange rates, Stripe connection issues, validation errors, and e-invoice artifact problems.