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 your email and password

You can sign in three ways: with your email address and password, with Continue with Google, or with Continue with LinkedIn. The first time you sign in you create the password along with your account, and every sign-in after that uses the same pair.

On the sign-in screen, type your email address in the Email field.
Type your password, then click Sign in. If you don't have an account yet, click "New here? Create an account" and make one (the password needs 8+ characters with a lowercase letter, an uppercase letter, a number and a symbol).
Forgotten your password? Click "Forgot password?" — the app emails you a reset link that asks for a new one.
Prefer Google or LinkedIn? Click Continue with Google / Continue with LinkedIn on the sign-in screen and follow the provider — you return signed in, no password needed.

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 are processed for real through your workspace's connected Stripe or Paystack account. Connect one under Settings → Getting paid before sharing a pay link — until then, the invoice's public page won't show a Pay option at all, and Get payment link will ask you to finish that setup instead. Online payment links are also 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

How do I sign in?

With your email address and password. If you don't have an account yet, the sign-in screen's "New here? Create an account" link lets you make one — the password needs at least 8 characters with a lowercase letter, an uppercase letter, a number and a symbol. If you forget your password, use "Forgot password?" on the sign-in screen and the app emails you a link to choose a new one. Alternatively, you can sign in with the Continue with Google or Continue with LinkedIn buttons on the sign-in screen.

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?

Yes. Once your workspace has connected a Stripe or Paystack account (Settings → Getting paid), your client's checkout is that processor's real, secure hosted payment page — real cards are charged and the invoice updates itself the moment payment clears. 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