Getting Started
Welcome to the InvoiceMe documentation. This guide will walk you through the essential features of the application.
Create Your Account
The first step is to sign up for a new account. This process is quick and only requires a few basic details.
Set Up Your Business Profile
Once your account is verified, you can set up your business profile. This includes your company name, address, and logo.
Create Your First Invoice
With your profile complete, you're ready to create and send your first invoice. You can customize it with your branding and a personalized message.
Account Creation
Creating an account with InvoiceMe is simple and straightforward. Follow the steps below to get started.
Signing Up
To create an account, click on the "Sign Up" button on the homepage. You'll be asked to provide your full name, a valid email address, and a secure password.
Creating Invoices
This guide will walk you through the process of creating and sending a new invoice.
Step 1: Create a New Invoice
From your dashboard, click on the "New Invoice" button. This will open the invoice editor, where you can fill in the details of your invoice.
Managing Clients
Keep your client information organized for faster invoicing.
Adding a Client
You can add clients from the "Clients" section of your dashboard. Simply provide their name, email, and other contact details.
Search Features
Find anything in your InvoiceMe account instantly with our powerful search functionality.
Global Search
The search bar is available throughout the application and allows you to quickly find invoices, clients, and items. Simply type what you're looking for and get instant results.
Application Settings
Customize your InvoiceMe experience to fit your needs.
Default Email Message
You can set a default email message that will be used whenever you send an invoice. You can also use dynamic placeholders like {{INVOICE_NUMBER}} to automatically insert invoice details.
Handling Payments
Track payments and keep your records up to date.
Marking as Paid
When you receive a payment, you can mark the corresponding invoice as "paid." You can also record partial payments.
Addons & Extensions
Extend your InvoiceMe experience with powerful addons and extensions. Choose only what you need and scale as you grow.
Available Addons
AI CFO Assistant (Free)
Complete financial management suite with AI-powered insights, banking integrations, tax calculations, and comprehensive financial analytics.
Multi-Currency Support
Handle multiple currencies with real-time exchange rates and automatic conversions for global business operations.
Advanced Analytics
Get detailed insights into your business performance with advanced reporting and analytics tools.
Banking Integration
Connect your bank accounts for automatic transaction sync and real-time financial monitoring.
How to Enable Addons
Visit the Addons Page
Navigate to the "Addons" section from your dashboard or visit the public addons page to see all available extensions.
Choose Your Addon
Browse through the available addons, read their descriptions, and see which features they offer. Many addons are free!
Enable and Start Using
Click "Enable Addon" to activate the extension. You'll be redirected to your addons dashboard where you can manage all your enabled addons.
AI CFO Assistant
Your intelligent financial assistant powered by artificial intelligence. Get insights, projections, and recommendations to grow your business.
Key Features
AI-Powered Financial Insights
Get intelligent recommendations and insights powered by artificial intelligence to optimize your business finances.
Income & Expense Projections
Predict future cash flow and financial trends with AI-driven forecasting and scenario planning.
Real-Time Financial Alerts
Stay informed with instant notifications about budget thresholds, unusual spending, and financial opportunities.
Banking Account Integration
Connect your bank accounts for automatic transaction sync and real-time financial monitoring.
Automated Tax Calculations
Calculate taxes automatically with support for different regions, business types, and filing statuses.
AI Chat Assistant
Get instant answers to your financial questions with our AI-powered chat assistant.
Weekly Reports
Stay on top of your business performance with automated weekly reports delivered to your inbox.
What's Included
How to Enable
Go to Weekly Reports Settings
Navigate to your dashboard and find the "Weekly Reports" section in your settings or addons.
Configure Your Preferences
Choose what information you want included in your reports and set your preferred delivery day and time.
Receive Your Reports
Get your comprehensive weekly business report delivered automatically to your email every week.
Email Reminders
Never miss important deadlines or follow-ups with automated email reminders for your invoices and business tasks.
Types of Reminders
Invoice Due Reminders
Automatic reminders sent to clients before their invoices are due, helping improve payment times.
Overdue Notifications
Gentle follow-up reminders for overdue invoices to maintain good client relationships.
Business Milestones
Reminders for important business dates, renewals, and administrative tasks.
Custom Reminders
Set up personalized reminders for any business activity or important dates.
Setting Up Reminders
Access Email Settings
Go to your dashboard settings and find the "Email Reminders" section to configure your preferences.
Choose Reminder Types
Select which types of reminders you want to receive and customize the timing and frequency.
Customize Messages
Personalize your reminder messages to match your brand voice and communication style.
Transaction Management
Track all your business transactions with our comprehensive transaction management system. Perfect for expense tracking and financial analysis.
Key Features
Income & Expense Tracking
Categorize and track all your business income and expenses for better financial management.
Multi-Currency Support
Record transactions in different currencies with automatic conversion to your base currency.
CSV Import/Export
Import transactions from your bank or export data for external analysis and reporting.
Payment Method Tracking
Record how payments were made (cash, card, bank transfer, etc.) for better record keeping.
Financial Summary
Get instant overview of your financial position with income, expenses, and net profit calculations.
AI CFO Integration
Connect with AI CFO Assistant for advanced financial analysis and insights based on your transaction data.
Banking Integration
Connect your bank accounts for seamless transaction synchronization and real-time financial monitoring.
Features
Automatic Transaction Sync
Your bank transactions are automatically imported and categorized, saving you time on manual data entry.
Real-Time Balance Updates
See your account balances updated in real-time for accurate financial tracking and planning.
Duplicate Detection
Smart algorithms prevent duplicate transactions and ensure data accuracy across all your accounts.
Secure Connection
Bank-level security with encrypted connections to keep your financial data safe and private.
Getting Started
Enable Banking Integration
Go to your addons page and enable the Banking Integration addon to get started with connecting your accounts.
Connect Your Bank Account
Follow the secure connection process to link your bank account using industry-standard security protocols.
Review and Categorize
Review imported transactions, set up auto-categorization rules, and ensure everything is properly organized.
Multi-Currency Support
Handle international business with ease using our comprehensive multi-currency support system.
Supported Currencies
Key Features
Real-Time Exchange Rates
Automatic updates with current exchange rates for accurate currency conversions.
Historical Conversion Rates
Store conversion rates at transaction time for accurate historical reporting and analysis.
Base Currency Conversion
All financial summaries and reports are automatically converted to your default base currency.
Invoice Currency Selection
Create invoices in any supported currency based on your client's location or preference.
Transaction Currency Tracking
Record transactions in their original currency while maintaining base currency calculations.
AI CFO Integration
Multi-currency data is seamlessly integrated with AI CFO Assistant for comprehensive financial analysis.