InvoicEstimates
Help & FAQ
How do I create my first invoice?
Go to the Invoices tab and tap the + button. Add a client, add line items, set your tax/discount, then Save. You can also customize the look in Settings → Customize invoice.
How do I add a payment button (PayPal, Stripe, Wise)?
Open Settings → Payment options → +. Choose a button style or upload your own image, paste your payment link, and save. The button then appears on your invoices so clients can pay in one tap.
Can I change my invoice template and colors?
Yes. Settings → Customize invoice → Design lets you pick from 8 templates, set an accent color, table style, banner, and a logo watermark. Preview updates live.
How do estimates work?
Open the Estimates tab and tap + to create a quote, just like an invoice. Estimates are numbered EST-XXXXX automatically.
How do I download my data as PDF or Excel?
Open Reports, choose a report, then use the menu to Download as PDF or Excel. Individual invoices can be shared or downloaded as PDF from the invoice menu.
How do I switch to dark mode?
In the app: Settings → App settings → Theme. On the website: use the sun/moon toggle in the sidebar.
How do I delete my account?
Settings → Login & security → Delete my account. This permanently removes your account and all your data on both the app and website.