Getting started: your first invoice

This walkthrough takes you from your very first sign-in all the way to a paid invoice: creating your workspace, adding a client, building and finalizing an invoice, sending it, and getting paid. Follow it once and you'll know the whole flow.

Sign in with a magic link

There are no passwords here. You sign in with a one-time link the app emails you, so the only thing you ever need is access to your inbox.

On the sign-in screen, type your email address in the Email field.
Click Send magic link. The screen confirms with "Check [your email] for a sign-in link."
Open the email and click the link. It returns you to the app, already signed in.
Next time you want to sign in, repeat the same steps — a fresh link is sent each time.

Create your workspace and pick a currency

The first time you sign in, the app asks you to set up a workspace — this is the organization you'll bill from. Everything you create (clients, invoices, quotes, payments) lives inside it.

The currency you choose here becomes the default for new documents. The app pre-fills it based on your location, but you can change it, and you can adjust it later in Settings at any time. Individual invoices can still use their own currency when you need to bill someone in a different one.

Enter your Organization name (for example, your company or freelance business name).
Confirm or change the Default currency in the dropdown.
Click Create workspace. You land on your Dashboard, ready to go.

Find your way around

Once you're in, the left sidebar is your main map. From top to bottom it gives you Dashboard (your at-a-glance overview), Invoices, Quotes, Clients, Products, Payments, Reports, and Settings. There's also a Search button at the top of the sidebar (or press Ctrl-K / Cmd-K) to jump to anything quickly.

At the bottom of the sidebar you'll see your workspace name and your account, with a sign-out button. You can collapse the sidebar to icons with the toggle button if you want more room. For your first invoice, the three sections that matter are Clients, Invoices, and Payments.

Add your first client

A client is a reusable contact — saving their details once means they're filled in automatically every time you bill them. You can add a client up front, or create one on the fly while building an invoice.

Open Clients in the sidebar and click New client (or use the New client button on the empty-state screen).
Fill in the Name (required), and optionally Email, Phone, VAT number, Currency, Billing address, and Notes. The email is what gets pre-filled when you send the invoice, so it's worth adding.
Click Create client. They now appear in your address book, ready to pick on any document.
Tip: you can also add a client without leaving the invoice — open the Client dropdown in the editor and choose New client.

Create and build your invoice

This is where the document comes together. The editor has an Editor tab for entering details and a Preview tab that shows the exact PDF your client will receive. On the right is a tools bar with all the actions (Save draft, Finalize, Send, and so on).

Open Invoices in the sidebar and click New invoice.
Pick your client from the Client dropdown. Their billing details flow onto the invoice automatically.
Check the Issue date and Due date. The due date is pre-set from your default payment terms, but you can change it.
Add your line items: type a Description, Qty, Unit price, and Tax % on each row. Click Add line for more rows, or use Add from catalog to drop in a saved product. The Amount and the Subtotal / Tax / Total update live as you type.
Optionally add Notes and Terms at the bottom (for example, payment instructions or a thank-you note).
Click Save draft on the right to keep your work. You can switch to the Preview tab any time to see the finished PDF, or use Download PDF to save a copy.

Finalize, send, and share a pay link

While an invoice is a Draft it has no number and can be freely edited. Finalizing locks in the official invoice number — this is the point it becomes a real, issued invoice. You can finalize explicitly, but sending does it for you automatically, so most people just hit Send.

When the invoice is ready, click Send in the tools bar. (If you'd rather just assign the number without emailing, click Finalize instead.)
In the Send document dialog, the To field is pre-filled with your client's email. Adjust the Subject and add an optional Message, then click Send.
The app finalizes the invoice (assigning its number), attaches the PDF, and emails it to your client along with a secure link they can open to view and pay. The status changes to Sent, and the email shows up under Email activity.
To share a pay-online link yourself (for example, to paste into a chat), click Get payment link, then Copy it from the dialog. Your client opens it to a hosted checkout page.
Note: online card payments currently run on a test gateway, so the checkout page is clearly marked "Test mode" and no real money moves yet. The full sending, sharing, and status flow works exactly as it will with a live payment provider. Online payment links are a paid-plan feature (Free shows an upgrade prompt).

Record the payment

When money comes in, the invoice should reflect it. There are two ways this happens. If a client pays through the online link, the invoice updates on its own. If they pay you another way — bank transfer, cash, card terminal — you log it manually.

Recording payments manually is an owner or admin action, so members of a workspace won't see the Record payment button. As payments land, the invoice moves from Sent to Partially paid and finally to Paid, and the balance shown in your invoice list and on the Payments page updates to match.

Open the invoice and click Record payment in the tools bar (visible to owners and admins).
Enter the Amount — it defaults to the full outstanding balance, or click Pay full to fill it in. Pick the Method (bank transfer, cash, card, or other) and add an optional Note.
Click Record payment. The outstanding balance drops and, once it reaches zero, the invoice is marked Paid.
To log a refund, enter the amount as a negative number in the same dialog.

Frequently asked questions

Do I need a password to sign in?

No. The app uses passwordless sign-in: you enter your email, it sends you a one-time "magic link," and clicking that link signs you in. A new link is sent each time you sign in, so there's nothing to remember or reset.

What's the difference between Save draft, Finalize, and Send?

Save draft keeps your work without issuing the invoice — it stays a fully editable Draft with no number. Finalize locks in the official invoice number and marks it as issued. Send does both: it finalizes the invoice (if it isn't already), attaches the PDF, and emails it to your client. Re-sending a finalized invoice won't change its number.

My client paid by bank transfer, not through the link. How do I mark the invoice as paid?

Open the invoice and click Record payment in the right-hand tools bar, enter the amount (or click Pay full), choose Bank transfer as the method, and save. The invoice updates to Partially paid or Paid based on how much is now covered. Note that recording payments is limited to workspace owners and admins.

Is the online card payment real?

Not yet by default — online checkout currently runs on a built-in test gateway, and the payment page is clearly labelled "Test mode" so no real money is taken. The entire flow (sending the invoice, sharing a pay link, and the invoice updating once paid) works as designed; it's ready to switch over to a live payment provider when one is connected. Online payment links are also a paid-plan feature, so on the Free plan you'll see an upgrade prompt instead.

Ready to put this into practice?

Open your workspace