Knowledge Base

Getting Started

2

• Download and Install Professional Invoicing App
• Sign Up and Login to Professional Invoicing Account

Creation

25

• Create Invoice / Estimate / Purchase Order / Credit Note
• Assign a Client (Customer | Supplier) to an Invoice
• Add Item to an Invoice
• Create a New Client (Customer | Supplier) from Invoice
• Create a new item from document
• Edit, Delete Added Item from Invoice
• Change Tax Calculations from Exclusive to Inclusive or Vice Versa
• Add, Edit, Delete Receipt
• Add Payment
• Email, Download, Preview and Print Document

Explore More

Management

8

• Changing Payment Status from Unpaid to Paid / P. Paid or vice versa
• Filter / Sort Invoices
• Sort clients list (Customers | Suppliers)
• Sort items list
• Sort Taxes List
• Issuing Refund, Applying and Closing Credit Note
• Mark as Paid | Mark as Closed
• Rearrange/Change the order of added items in invoice

Clients

9

• Assign a Client (Customer | Supplier) to an Invoice
• Create a New Client (Customer | Supplier) from Invoice
• Create New Invoice with Client (Customer | Supplier) associated
• Client Folders
• Add New Client (Customer | Supplier)
• Edit, Delete Client (Customer | Supplier)
• Clear | Remove assigned client (Customer | Supplier) from an Invoice
• Use of Custom fields available in client (Customer | Supplier) and Company Profile
• Not able to remove / change assigned client from a document

Items

3

• Create a new item from document
• Create / Add new item
• Edit, Delete Item

Taxes

5

• Add Tax (Primary/Compound)
• Set Default Tax
• Edit, Delete Tax | Group Tax
• Add Group Tax
• Apply Tax | Group Tax to an item in an Invoice

Late Fees

2

• Add, Assign a Late Fee
• Edit, Delete a Late Fee

Discount

3

• Add item level discount in Invoice
• Set a discount option as default | Change discount option for particular Invoice
• Overview of Different Discount Options

Reports

2

• Dashboard Overview
• Generate, View & Download Reports

Preferences

5

• Change Preferences
• Set a Time Zone
• Set Date Format and Default Payment term
• Enable Item code field and Change its label text
• Set default label text for Adjustment and Grand Total

PDF Customization

1

• PDF Customization Introduction

Body

8

• Add Comments in Invoice
• Add Payment Details
• Upload Barcode/QR code image and insert payment URL/link
• Set a discount option as default | Change discount option for particular Invoice
• Use of Adjustments field | Change Adjustments/Grand Total label text from document
• Set Date Format and Default Payment term
• Enable Item code field and Change its label text
• Set default label text for Adjustment and Grand Total

Header

4

• Change PDF Headers
• Upload Company Logo
• Manage Company Details
• Change / Set Invoice ID (Number)

Footer

5

• Add Footer / Disclaimer
• Capture Client (Customer | Supplier) Signature
• Capture Client Signature via Unique Secure Public URL
• Upload Company Signature
• Capturing Signature (Different Methods)

Design

3

• Change PDF font size and font
• Change / Set Color
• Add Header and Watermark Images

Others

3

• Change the Language
• Change Number Formatter
• Set a Time Zone

Company Details

4

• Upload Company Logo
• Upload Company Signature
• Manage Company Details
• Use of Custom fields available in client (Customer | Supplier) and Company Profile

Account Management

5

• Change Account Password
• Forgot Password
• Account Reset
• Logout
• Delete Account

Subscription

3

• View Plan Details
• Use of Sync option to get newly subscribed plan on iOS, Android, and Mac app
• Subscribe/ Purchase / Renew / Upgrade Plan

Troubleshooting

4

• Glitches and General App Issues
• Setup Mail account for sending Invoice via email
• How to bookmark a web page in different browsers
• Activate inactive account

Referral

1

• Share Referral link

Manage Multiple Companies

1

• Manage Companies

Manage Multiple Users

1

• Manage Users