How can we help?

Guides and answers to common questions about InvoiceMe. Browse by category or search for what you need.

Getting Started

Invoices & Quotes

Client Management

Projects & Portfolio

Jobs & Scheduling

Receipts & Expenses

Reporting & Analytics

Trash & Data Recovery

Search & Navigation

Still need help?

Drop us a line and we'll get back to you as soon as we can.

support@invoice-me.co.uk

How can we help?

Getting Started

How do I set up my business profile?

Can I upload a company logo?

Can I switch between Light and Dark mode?

What does the Dashboard show?

Invoices & Quotes

How do I create a new Invoice or Quote?

What can I add to an invoice?

Can I request a deposit?

What's the difference between Draft, Ready, and Sent?

How do I share an invoice with a client?

What invoice statuses are available?

How do I mark an invoice as paid?

Can I attach files to invoices?

What happens when a quote is accepted?

Can I create an invoice from a quote later?

Can I create a quote or invoice for a one-off client?

Do I have to create an invoice when completing a job?

What are document templates?

Can I add custom pricing sections to a quote or invoice?

Can I add a discount, surcharge, or excess?

How is the difference shown when invoicing from a quote?

What is the AI pricing suggestion?

Can I customise the email when marking an invoice as sent?

Can I customise the invoice or quote reference number?

Client Management

How do I add a new client?

Can I set VAT preferences per client?

How do I edit or delete a client?

Can I archive a client?

How do I restore an archived client?

Do I need to confirm before creating a client?

Projects & Portfolio

What is the Portfolio feature?

How do I add photos to a project?

What's the difference between active and archived projects?

How do I archive a project?

How do I quickly complete a project?

Jobs & Scheduling

What is the Job Management page?

How do I create a job?

What job statuses are available?

How do I complete a job?

What does the 'QUOTE' or 'INV' badge mean on a job?

Can I link existing quotes or invoices to a job?

Can I attach receipts to a job?

How do I filter and search jobs?

What job pricing types are available?

What are labour defaults and where do I set them?

What's the difference between estimated and actual hours/days?

How do I add a custom job reference number?

Can I duplicate a job?

Can one invoice cover multiple jobs?

What does the calendar Day View show?

Receipts & Expenses

How do I upload receipts?

What does the red indicator on receipts mean?

Can I edit receipt details later?

How are receipts organised?

Are receipts included in reports?

Can I link receipts to specific jobs?

Reporting & Analytics

Where can I see my business performance?

Can I export my data?

How is revenue calculated?

What do the Dashboard metric cards show?

Can I mark items as complete from the Dashboard?

Trash & Data Recovery

Where do deleted items go?

Can I recover deleted items?

How do I permanently delete something immediately?

Search & Navigation

Is there a global search?

How do I quickly create a new item?

What is Quick Finalise?

What is Quick Invoice on a job?

Still need help?