Help Center
Professional invoicing with AI assistance, customer self-service, and unlimited free invoices.
Quick start (free generator)
- Open the homepage and fill in your business and client details.
- Add line items, taxes, and payment terms — the preview matches your PDF.
- Download the PDF or create an account to save clients and send invoices.
AI invoice assistant
Available when editing an invoice as a logged-in company user (AI must be enabled by your Super Admin).
- Open Invoices → Edit an invoice.
- Open the floating assistant and confirm the correct invoice.
- Use quick actions or type commands, e.g. “add website design $2000”, “due date next Friday”, “change hours to days” (using your configured unit names).
- Review changes on the form, then save the invoice as usual.
Providers: OpenAI or Gemini. Quantity units are loaded dynamically from your company’s unit list in the database.
All features
Free invoice generator
Create professional PDF invoices instantly — no account required for basic use.
- ✓ Create, customize, and download high-quality PDF invoices in seconds
- ✓ Add your logo, payment terms, line items, and tax fields (VAT/GST)
- ✓ Multi-currency support with proper formatting
- ✓ Guest invoice history saved in your browser for quick access
- ✓ Mobile-friendly editor that matches the final PDF layout
AI invoice assistant
Edit invoices faster with a floating chat assistant on the invoice edit screen (company accounts).
- ✓ Natural-language commands: add line items, update prices, quantities, titles, and descriptions
- ✓ Update invoice dates, due dates, client, ship-to, notes, terms, discount, shipping, VAT, and amount paid
- ✓ Quick actions for common tasks; pick a line item then describe changes in chat
- ✓ Interactive controls: date picker and line-item picker built into the assistant
- ✓ Quantity units loaded dynamically from your company database — add or rename units anytime
- ✓ Chat session persists per invoice in your browser until you clear it
- ✓ Powered by OpenAI or Google Gemini — configured in Super Admin → AI Settings
Invoicing & documents
Full invoice lifecycle for growing businesses.
- ✓ Create, edit, duplicate, send, and download invoices
- ✓ Multiple built-in PDF templates plus custom designs
- ✓ PDF Studio: GrapesJS header & footer designer with visibility rules
- ✓ Recurring invoices, credit notes, and payment tracking
- ✓ Proposals and tax reports (premium plans)
- ✓ Clients and products catalog for reusable billing data
Tax, branding & domain
Stay compliant and on-brand.
- ✓ Configurable taxes (percentage or fixed) on invoices
- ✓ Automated tax calculations and exportable tax reports
- ✓ Company logo, templates, and branded emails
- ✓ Custom domain for a white-label customer portal (premium)
- ✓ Customer self-service: view, download, and update allowed invoice fields
Team, support & subscriptions
Collaborate and get help when you need it.
- ✓ Team members with role-based permissions
- ✓ Built-in support ticket system
- ✓ Stripe and PayPal subscriptions with feature gating by package
- ✓ Analytics and reporting for invoice and payment trends
Common workflows
Sending invoices
Email PDFs from the dashboard. Customers can open magic links for self-service view and download.
Payments & credits
Record payments, issue credit notes, and track amount paid on invoices.
Taxes & reports
Configure tax rates on line items. Premium plans include tax reports and exports.
Templates & PDF Studio
Choose a layout or design custom headers and footers in PDF Studio.
AI assistant FAQ
What is the AI invoice assistant?
A floating chat on the invoice edit page that understands plain English. Ask it to add a line item, change a price, set the due date, apply a discount, or switch quantity units — changes apply to your invoice form instantly.
Who can use the AI assistant?
Logged-in company users editing an invoice in the admin area. Super Admins configure AI providers and API keys under Settings → AI Settings.
Which AI providers are supported?
OpenAI and Google Gemini. Your Super Admin chooses the default provider, enters API keys, and can monitor usage (local parsing vs API calls), reset counters, and refresh balances.
Do quantity units work with AI commands?
Yes. Units are defined in your company settings and loaded from the database on every invoice. The assistant matches whatever labels you use — for example “change hours to days” — and resolves the correct unit automatically.