Sun, Nov 9

Help & Documentation

Everything you need to know about using Invomads

🚀Getting Started

📄

Creating Your First Invoice

Step-by-step guide to create and send your first invoice

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📊

Understanding Invoice Statuses

Learn about draft, pending, overdue, paid, and cancelled statuses

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🏢

Setting Up Your Business Profile

Configure your company details, logo, and preferences

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📋Invoice Management

🎨

Invoice Customization

Customize invoice templates, colors, and branding

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👥

Managing Clients

Add, edit, and organize your client information

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⏱️

Projects & Time Tracking

Create projects and track time for accurate billing

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💬

Quotes & Estimates

Create professional quotes and convert them to invoices

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💳Payments & Financial

🔗

Payment Gateway Setup

Connect PayPal and Razorpay for direct payments

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📈

Payment Tracking

Track payments, overdue invoices, and financial reports

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💰

Currency & Tax Settings

Configure multiple currencies and tax calculations

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🌐Client Portal & Sharing

👁️

Client Portal Overview

How your clients access and pay invoices online

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📤

Sharing Invoices

Email invoices and manage client portal visibility

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✉️

Email Templates

Customize email templates for invoices and reminders

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📊Reports & Analytics

📋

Financial Reports

Generate reports for revenue, expenses, and profitability

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📱

Dashboard Overview

Understanding your dashboard metrics and insights

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🔒Security & Compliance

🛡️

Data Privacy & Security

How we protect your business and client data

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📜

Terms of Service

Terms and conditions for using Invomads

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🔐

Privacy Policy

Our privacy policy and data handling practices

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Still need help?

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