Центр помощи — Руководства по счетам

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Getting Started

Learn the basics and set up your account in minutes

  • Welcome to Invotify
  • Creating Your Account
  • Onboarding Wizard
  • +3 more

Dashboard

Monitor your business performance with real-time analytics

  • Dashboard Overview
  • Key Metrics
  • Period Filtering
  • +3 more

Invoices

Create, manage, and send professional invoices to your clients

  • Invoice Management Overview
  • Creating Invoices
  • Managing Invoices
  • +4 more

Quotes

Create estimates and proposals for your clients

  • Quote Management Overview
  • Creating Quotes
  • Managing Quotes
  • +3 more

Credit Notes

Issue refunds, corrections, and write-offs against existing invoices

  • Credit Notes Overview
  • Creating a Credit Note
  • Credit Note Lifecycle
  • +1 more

Customer Portal & Sharing

Share invoices via no-login links, let clients view, download, and pay online, and see exactly when they opened them

  • Portal Overview
  • Sharing an Invoice
  • The Customer Portal (View, Download, Pay)
  • +3 more

Digital Signatures

Sign invoices and quotes with the Signature block, backed by a signer audit trail

  • Signatures Overview
  • Clients Sign on the Share Page
  • Signing Your Own Documents
  • +3 more

Customers

Manage your customer database and contact information

  • Customer Management Overview
  • Adding Customers
  • Managing Customers
  • +1 more

Team & Permissions

Invite teammates, assign roles, and control exactly what each person can do

  • Team Overview
  • Roles
  • Permissions
  • +2 more

Products

Build your product and service catalog for quick invoicing

  • Product Catalog Overview
  • Adding Products
  • Inventory & Stock Tracking
  • +1 more

Files & Storage

Upload, organize, and manage customer files within your plan storage quota

  • Files & Storage Overview
  • Uploading & Managing Files
  • Storage Quota & Limits
  • +1 more

Calendar & Scheduling

View due dates and manage recurring document schedules

  • Calendar Overview
  • Navigating the Calendar
  • Event Types
  • +1 more

Template Builder

Design custom invoice and quote templates with drag-and-drop

  • Template Builder Overview
  • Editor Interface
  • Available Blocks
  • +3 more

Reports & Analytics

Turn your invoices into financial intelligence — revenue, profit, aging, DSO, tax, and per-client statements

  • Reports Overview
  • Revenue Report (Pro)
  • Profit & Loss Report (Pro)
  • +4 more

Approval Workflows

Require a designated approver to sign off on invoices and quotes before they can be sent

  • How Approvals Work
  • Approval Rules
  • The Approval Request Lifecycle
  • +2 more

Payments & Collections

Accept payments, match them automatically, and chase overdue invoices without the awkward email

  • Payments Overview
  • Online Payments — Stripe & PayPal (Pro)
  • Bank Sync & Auto-Matching (Pro)
  • +4 more

Bank Sync & Reconciliation

Connect your bank through Plaid, pull transactions into Invotify, and let it match payments to invoices for you

  • Bank Sync Overview
  • Connecting a Bank
  • The Transactions Feed
  • +3 more

E-Invoicing & Compliance

Export structured e-invoices (UBL, CII, Peppol) and manage your data under GDPR

  • E-Invoicing & Compliance Overview
  • E-Invoice Formats (UBL / CII / Peppol)
  • Exporting an E-Invoice
  • +3 more

Settings

Configure your business profile, security, and app preferences

  • Settings Overview
  • Business Information
  • Document Settings
  • +7 more

Notifications

Stay informed with smart alerts for your invoicing activity

  • Notification System Overview
  • Notification Types
  • Managing Notifications
  • +1 more

Security & Authentication

Protect your account with modern security features

  • Security Overview
  • Sign-In Methods
  • Two-Factor Authentication (2FA)
  • +3 more

Billing & Plans

Understand pricing plans and subscription options

  • Pricing Overview
  • Available Plans
  • Feature Comparison
  • +3 more

Mobile, Watch & Widgets

Manage your invoicing on the go with native iOS, Android, and Apple Watch apps

  • Companion Apps Overview
  • iOS & Android App
  • Apple Watch App
  • +2 more

FAQ

Frequently asked questions and answers

  • General Questions
  • Account & Access
  • Invoices & Quotes
  • +6 more

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