Add your first client
Every client has their own billing details, invoice numbering, branding and history.
- Add a client and your payment details
- Create an invoice in a few clicks
- Download the PDF or email it from here
Earnings
No data yet
Invoiced
Paid
Invoice history
No invoices yet.
Client branding
Used on this client's invoices when “Client Color” is selected. Independent of the app accent and the light/dark theme.
Editing an existing invoice — saving updates the record and keeps its invoice number.
New invoice
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Client
Who is this invoice for?
Billing mode
How this invoice is calculated
Dates & terms
Period, issue date and payment due date
Week shortcuts
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Line items
From your catalog or typed in
| # | Description | Period / note | Qty | Unit rate | Amount | Row actions |
|---|
Subtotal —
Tax & discount
Off by default
Apply discount
Tax / GST (applied after discount)
Appearance & details shown
Per invoice — doesn't change your app or client settings
Color source
Invoice font
Show on invoice
Invoice preview
What your client receives. Click any text on the invoice to edit it, then use Save edits.
Invoice
From
Bill To
Invoices
Every invoice across all clients
Clients
Billing details, numbering and branding for each client
Schedules
Recurring invoices, generated and emailed automatically
Overview
All clients · all invoices
Revenue
InvoicedPaid
Payment status
Needs attention
Upcoming sends
Top clients
Recent invoices
Add client
New client
Client identity
Bill to (optional)
From — your details (optional)
Rates (optional — leave 0 if project-based)
Invoice numbering
Preview
001
Client color (client tab and invoice accent)
#4f46e5
Preview
Invoice
Bank & payment (optional)
Company logo (shown on this client's invoices · max 2 MB)
![Logo preview]()
Payment QR code (optional · max 1 MB)
![QR preview]()
Catalog
Your reusable services — 0 items