Back to Help Center

Quick Start Guide

Get started with Invoisor in 5 minutes

Welcome to Invoisor!
Follow these simple steps to set up your account and start invoicing
1

Configure Your Business Settings

Start by adding your business information, logo, and banking details. This information will be automatically populated in all your invoices.

2

Add Your First Client

Create client profiles with contact details and billing information. You can reuse these profiles for future invoices and quotes.

3

Create Your First Invoice

Generate professional invoices with your branding. Add line items, set due dates, and send them directly to clients.

4

Track Payments

Record payments as they come in. Update invoice statuses to keep track of what's paid, pending, or overdue.

Pro Tips

Set up invoice number formatting with custom prefixes (e.g., INV-1001)

Add default payment terms and notes to save time on every invoice

Download invoices as PDFs to send via email or print

Use quotes to send estimates before converting them to invoices