Центр допомоги — Посібники з рахунків

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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

Still need help?

Can't find what you're looking for? Our support team is ready to assist you with any questions.