Getting Started

Invotify is a professional invoicing platform designed to help freelancers, small businesses, and enterprises create, manage, and send invoices and quotes efficiently. Whether you're billing clients for services, selling products, or managing recurring subscriptions, Invotify provides all the tools you need.

With Invotify, you can: - Create professional invoices and quotes with customizable templates - Manage your customer database with full contact details - Build a product catalog for quick invoice creation (Pro) - Schedule recurring invoices for subscription-based billing - Track payment status and overdue invoices - Generate and download PDFs instantly - Send documents directly via email - Accept online payments via Stripe or PayPal (Pro) - View analytics and business insights on your dashboard - Receive real-time notifications for overdue invoices and payments - Customize your experience with dark mode and multiple languages

To get started with Invotify, you need to create an account. Invotify offers multiple ways to sign up for maximum convenience.

Sign Up Methods: - Email & Password - Create an account with your email address and a secure password - Google Sign-In - Sign up instantly using your Google account - Apple Sign-In - Sign up using your Apple ID

After signing up with email, you will receive a confirmation email. Click the verification link to activate your account. If you don't see the email, check your spam folder.

Important: Your email address is used for account recovery and for sending invoices to customers, so make sure to use a valid business email.

When you first log in, Invotify guides you through a quick two-step onboarding wizard to set up your account.

Step 1: Business Profile Fill in your business information. Only the Business Name is required — everything else is optional and can be added later in Settings: - Business Name (required) - Your company or trading name that appears on invoices - Tax ID / VAT Number - Your tax identification number for compliance - Phone Number - Business phone number - Address - Your business address (a single field during setup; the detailed street/city/state/postal/country fields can be completed later in Settings)

Your account email (from sign-up) is used as the business contact email by default — you can change it later in Settings.

Step 2: Choose Your Plan Select the subscription plan that best fits your needs: - Starter (€19/month, or €190/year) - All core invoicing features, single user, watermark on documents - Pro (€49/month, or €490/year) - Watermark-free documents, payment integrations, products & stock, advanced reports, team access (up to 10 users), and more - Lifetime (€499 one-time) - Everything in Pro, single user, forever

You will be redirected to Stripe to complete payment securely. After payment, you're taken directly to your dashboard ready to create your first invoice.

Getting started with Invotify is simple. Follow these steps to create and send your first invoice in just a few minutes.

Invotify features an intuitive sidebar navigation that gives you quick access to all areas of the application. The sidebar can be customized to fit your workflow.

Sidebar Navigation: - Dashboard - View business metrics, charts, and recent activity - Invoices - Create and manage all your invoices - Quotes - Create and manage quotes and estimates - Products - Build your product and service catalog (Pro) - Calendar - View due dates and scheduled documents - Customers - Manage your customer database - Credit Notes - Issue refunds and credit notes against invoices - Reports - Revenue, aging, tax, and profit & loss reports (Pro) - Team - Invite members and manage roles and permissions - Activity - A live audit log of changes across your workspace - Settings - Configure business info, billing, security, and preferences

Most of these items can be turned on or off from Settings → Features, so your sidebar only shows what you use. The Template Builder is reached from the Templates page (and from the template picker when editing a document) rather than as its own top-level sidebar item.

Sidebar Customization: You can reorder the sidebar menu items by dragging and dropping them to match your preferred workflow. The order is saved in your browser and persists across sessions on the same device.

Quick Actions: - Use the "+ New Invoice" button in the top bar to jump straight into the invoice editor (a "New Quote" shortcut sits next to it when quotes are enabled) - Access the notification bell to see alerts about overdue invoices and payments - Toggle dark/light mode from the theme switcher in the top navigation

Mobile Navigation: On mobile devices, the sidebar collapses into a hamburger menu. Tap the menu icon in the top bar to access all navigation options. The interface is fully responsive and adapts to any screen size. Invotify also ships native iOS and Android apps if you prefer a dedicated mobile experience.

Invotify supports dark mode and multiple languages to make the platform comfortable and accessible for all users.

Dark Mode: Toggle between light and dark themes using the theme switcher in the top navigation bar. Invotify detects your system preference automatically on first visit. Your theme choice is saved and persists across sessions.

Light Mode - Clean white interface, ideal for bright environments Dark Mode - Dark background with reduced eye strain, perfect for nighttime use

Language Support: Invotify supports 21 languages across the entire platform — the dashboard, forms, error messages, generated PDFs, and transactional emails all translate.

Available languages: Arabic, Chinese, Danish, Dutch, English, Finnish, French, German, Hindi, Italian, Japanese, Korean, Latvian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Ukrainian.

Right-to-left layouts (such as Arabic) render correctly end-to-end — in the app, the PDF, and emails to clients. Switch languages from the globe icon in the top navigation; your preference is saved in your browser.

Per-customer languages: Set a preferred language on any customer and every document they receive — invoices, quotes, credit notes, payment reminders — is automatically rendered in that language. You keep writing in yours; clients read theirs.

Note: Content you type (line item descriptions, notes, messages) is never auto-translated. Only the surrounding labels and layout adapt to the locale.