InvoicingMaster User Guide

Customer Quick Start

Follow these steps to set up your account, create your first invoice, and start tracking payments.

1) Create your account

  • Open the sign up page and create an account.
  • Verify your email address when prompted.
  • Sign in with your email and password (or supported social login, if enabled).

2) Complete Company Details (required)

  • Go to Settings → Company Details.
  • Enter your business name, contact details, and address.
  • Pick your business currency and save.
  • If the app keeps redirecting you to Company Details, it usually means your business profile is not marked complete yet.

3) Add your customers

  • Go to Customers.
  • Click Add / Create Customer.
  • Fill company and contact details, then save.

4) Add products/services (optional but recommended)

  • Go to Product & Services.
  • Create items you invoice often (name, price, tax rate if applicable).
  • You can also create products/services while building an invoice.

5) Create your first invoice

  • Go to Invoices → Create Invoice.
  • Select a customer.
  • Add products/services, quantities, discounts, and taxes as needed.
  • Attach files if necessary.
  • Click Save as Draft or Save & Continue.

6) Send the invoice

  • Open the invoice from the invoice list.
  • Use Email to send it to your customer.
  • If you use payment links, copy the payment link and share it with the customer.

7) Record payments and track status

  • Open the invoice and add a payment, or mark it as paid (depending on your workflow).
  • Use the invoice list filters (Draft / Unpaid / Paid) to stay organized.
  • Dashboard charts help you monitor invoices vs payments over time.
Tip

Your customers can pay invoices using the public invoice link (when enabled). After payment, you can view receipts and download them from the invoice payment history.