Create a business profile.
Add your company name and country. Address, tax identifier, bank details and logo are optional. This is a profile saved on this device—not a cloud account.
Less figuring it out.
More getting it done.
Your first invoice, without an onboarding marathon.
Fill in your invoice.
Add a client, dates and your line items. Choose the correct currency, tax label and rates for your work. Drafts save automatically when browser storage is available.
Check the preview.
Review names, amounts and tax settings. Pick a layout and add optional notes, an annexure or terms. Use the same preview that will be printed.
Download and send it.
Choose Print / Save PDF and select your browser’s PDF destination. Attach that PDF in your email app. Mark it sent yourself; mark it paid when the payment arrives.
Keep a backup.
In Settings, download a complete workspace backup. To move devices, open the site there and restore the file. Backup files contain your business and client information, so store them privately.