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How can we help you with Invoice Crowd?

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General

General
Invoice

Invoice
Estimate

Estimate
Reports

Reports
Accounting

Accounting
Proposal & Contract Management

Proposal & Contract Management
Worklog

Worklog
Vendors

Vendors
Collection

Collection

Popular Articles

How do I connect Razorpay subscription notifications?

Connect Razorpay’s subscription notifications to the correct Invoice Crowd account.

How do I connect PayPal with a client ID and secret?

Use the PayPal Business setup when your Invoice Crowd form asks for a client ID and secret.

How do I duplicate an invoice or estimate for a new job?

Reuse an existing document while keeping the original sale or quote separate.

How do I add bank transfer instructions to an invoice?

Show customers how to pay by bank transfer without recording money before it arrives.

How do I check a lifetime plan or get help with a deal code?

Check your current plan and use the instructions supplied with your particular lifetime purchase.

How do I choose a default payment method for invoices?

Choose which connected payment methods new invoices offer. You can still make a different choice on one invoice.

How do I create and preview my first invoice?

Save a draft to check what your customer will see. You decide when to send it.

How do I set up my business's payment methods?

Set up a payment method for your business, then make it available on the documents that should offer it.

How do I add my business logo to customer documents?

Show your business logo on customer documents.

How do I save a product or service for reuse?

Save a product or service so you can reuse it on future documents.
General
General
  • Getting started and finding your way
    • Should I use an invoice, estimate, proposal, or payment link?
    • How do I review dashboard totals and pending work?
    • How do I find records with search, filters, and sorting?
    • How do I use Invoice Crowd on a phone or tablet?
    • How do I follow the setup guide to my first invoice?
    • How do I set up my business before sending my first invoice?
  • Your account, business profiles, and plan
    • How do I request account closure?
    • Where do I find notifications and choose which updates I receive?
    • How do I reset my password or recover account access?
    • How do customer limits work, and what are my options?
    • How do I download a receipt for my Invoice Crowd subscription?
    • How do I change my plan or cancel its renewal?
    • How do I check my plan, renewal date, and usage limits?
    • How do I set up a custom domain for customer documents?
    • How do I customize customer pages and add a business signature?
    • How do I change the address, tax ID, and contact details on documents?
    • How do I switch between light and dark mode?
    • How do I update my profile and sign-in details?
    • How do I show or hide optional tools in my business workspace?
    • How do I change the app language?
    • How do I set up two-factor authentication?
    • How do I add a business profile and switch between businesses?
    • How do I check a lifetime plan or get help with a deal code?
    • How do I set my billing currency and number format?
    • How do I set the default due date for new invoices?
    • How do I change the date format on documents?
    • How do I add my business logo to customer documents?
  • Customers, vendors, and team access
    • How do I check my permissions as a team member?
    • How do I choose which businesses a team member can access?
    • How do I remove a team member's access?
    • How do I add a customer with or without an email address?
    • Where can I find a customer's documents, payments, and balance?
    • How do I update a customer's billing details?
    • How do I add a vendor and check what I owe them?
    • How do I invite a team member and set their permissions?
    • Where can I find a vendor's bills, orders, credits, and payments?
    • How do I limit a team member to selected customers?
  • Products, services, inventory, and importing records
    • How do I import paid invoices without emailing customers?
    • How do I import customers, vendors, or items?
    • How do I import invoices without duplicating invoice numbers?
    • How do I correct rejected import rows?
    • How do I update existing items by SKU from a spreadsheet?
    • How do I adjust stock and review stock movements?
    • How do I prepare and map a spreadsheet for import?
    • How do I read the Inventory Summary report?
    • Where do I check a product's unit, price, tax, and available quantity?
    • How do I turn on inventory tracking and check stock levels?
    • How do I save a product or service for reuse?
  • AI help and drafting
    • How do I create expense drafts from receipts with the AI Assistant?
    • How do I create project time entries from meeting notes with AI?
    • How do I ask the AI Assistant about balances and reports?
    • How do I review and confirm an AI Assistant action?
    • How do I check AI credits, access, and attachment limits?
    • How do I draft and review a proposal with AI?
    • How do I improve one proposal section with AI?
    • How do I draft an agreement with AI and review its terms?
    • How do I create reusable proposal sections or templates with AI?
    • How do I draft an invoice or estimate with AI?
    • How do I prepare a bill, purchase order, or credit note with AI?
    • When should I use Ask AI or the AI Assistant?
    • How do I get product guidance with Ask AI?
  • Customer and vendor portals
    • Where can I find purchase orders, bills, payments, and credits as a vendor?
    • How do I remove customer or vendor portal access?
    • How do I sign in to the customer portal and find my invoices and receipts?
    • How do I review an estimate or proposal in the customer portal?
    • Where can I find recurring invoices, payment links, and credit notes as a client?
    • How do I find my project's tasks, hours, and deliveries as a client?
    • Why can I not pay or approve a document in the customer portal?
    • How do I invite a vendor and set their portal access?
    • How do I invite a customer to their portal?
  • Connected apps, automation, and developers
    • How do I create a Developer API key and find the API reference?
    • How do I use the API to read records or create a draft?
    • How do I resolve API key, permission, or request-limit errors?
    • How do I connect Zapier or Pabbly to a business profile?
    • How do I send an event to another app with a webhook?
    • How do I reconnect an automation after a password reset?
    • How do I export invoices for QuickBooks or Xero?
    • How do I transfer accounting data without duplicate entries?
    • Should I use an AI connection, the Developer API, or an automation?
    • Which plans and permissions allow MCP and Developer API access?
    • How do I connect ChatGPT or Claude with MCP?
    • How do I create a connection key for an AI tool?
    • How do I review and approve or decline a connected app's request?
    • How do I choose a connected app's read or write access?
    • How do I revoke a connected app's access?
Invoice
Invoice
  • Invoices and the invoice editor
    • How do I create a delivery note without prices?
    • How do I find a voided invoice and issue a replacement?
    • How do I correct an invoice after recording a payment?
    • How do I void an unpaid invoice and keep its number?
    • Should I void, delete, refund, or credit an invoice?
    • How do I attach a file to an invoice or its email?
    • How do I compare planned and actual invoice item costs?
    • How do I check whether an invoice was sent, viewed, or paid?
    • Why does my invoice PDF look different from the preview?
    • How do I mark an invoice as sent after delivering it another way?
    • How do I share an invoice link or download a PDF?
    • How do I share an invoice through WhatsApp?
    • How do I send myself a test invoice without issuing it?
    • How do I check the customer details and line totals on an invoice draft?
    • How do I change or cancel a scheduled invoice email?
    • How do I send an invoice now or schedule it for later?
    • How do I edit an invoice draft and check the saved preview?
    • How do I change invoice numbering for new documents?
    • How do I duplicate an invoice or estimate for a new job?
    • How do I create and preview my first invoice?
  • Document designs, fields, and language
    • How do I edit a saved template and use it on a new document?
    • How do I build and preview an invoice template?
    • How do I archive or restore an invoice template?
    • How do I choose the columns in an invoice or estimate item table?
    • How do I add custom fields to an estimate?
    • How do I change the Bill To and Bill From details?
    • How do I translate the labels on an invoice template?
    • How do I change the background of customer document pages?
    • How do I add a custom field to a document?
    • How do I show or hide the Overdue stamp?
    • How do I choose a default invoice template for my business?
  • Reminders, late fees, and email delivery
    • How do I set a flat or percentage late fee?
    • How do I change reminders on one invoice?
    • Why did an older invoice not send a reminder?
    • How do I set reminders for an estimate awaiting a response?
    • What should I do if an email's delivery status is uncertain?
    • What should I check if a customer has not received a document email?
    • How do I connect Gmail to send documents from my email address?
    • How do I set automatic reminders for new invoices?
    • How do I connect Gmail using an app password?
    • How do I change the default wording of document emails?
    • How do I use my own outgoing email server?
  • Payments, deposits, credits, and refunds
    • When should I cancel a sale or refund an overpayment?
    • How do I refund an unused customer advance?
    • How do I download a customer payment receipt?
    • How do I create a debit note for an additional customer charge?
    • How do I record and apply a customer advance?
    • What should I check before recording another payment?
    • How do I review a customer payment that needs attention?
    • How do I find incoming payments and their invoices?
    • How do I show a bank payment QR code and confirm payment?
    • How do I offer several payment methods on one invoice?
    • How do I record a payment received outside Invoice Crowd?
    • How do I apply customer credit to invoices automatically?
    • How do I record a customer refund and check the remaining balance?
    • How do I apply a customer credit note to an invoice?
    • How do I create a customer credit note?
    • How do I set fees for a payment method?
    • How do payment fees affect the customer's total?
    • How do I allow partial payments on an invoice?
    • How do I split an invoice into scheduled payments?
    • How do I choose a default payment method for invoices?
    • How do I add bank transfer instructions to an invoice?
    • How do I set up my business's payment methods?
  • Payment providers and checkout
    • How do I connect PayFast for invoice payments?
    • Why is a connected payment method missing at checkout?
    • Where do I find a provider's payment notification URL?
    • What is the difference between test and live payment modes?
    • How do I check whether my business can accept PhonePe?
    • How do I check whether my business can accept M-Pesa?
    • How do I connect Telr for invoice payments?
    • How do I set up Payoneer and check payment request statuses?
    • How do I connect PayTabs for invoice payments?
    • How do I connect Paystack for invoice payments?
    • How do I connect GoCardless for bank payments?
    • How do I connect Airwallex for invoice payments?
    • How do I connect Authorize.Net for invoice payments?
    • How do I connect Braintree for invoice payments?
    • How do I connect Razorpay for one-time invoice payments?
    • How do I connect Square for invoice payments?
    • How do I connect Stripe and review its payment options?
    • How do I connect Razorpay subscription notifications?
    • How do I connect PayPal with a client ID and secret?
  • Recurring billing, retainers, and payment links
    • Which time entries count against a retainer?
    • How do I edit or delete a payment link?
    • How do I review retainer hours, carryovers, and extra work?
    • How do I preview a payment link and find the buyer's invoice?
    • How do I pause or finish a retainer?
    • How do I create a recurring invoice schedule and check its next date?
    • How do I pause or cancel a recurring invoice schedule?
    • Where can I find invoices created by a recurring schedule?
    • How do I change the price or billing date for future recurring invoices?
    • Why was my recurring invoice not created?
    • How can customers update their subscription payment method?
    • How do I set up a monthly retainer with included hours?
    • How do I create a reusable payment link?
    • How do I combine one-time and recurring items on an invoice?
    • What is the difference between recurring invoices and automatic payments?
Estimate
Estimate
  • Estimates and customer approval
    • How do I create and send an estimate for approval?
    • How do I set and preview an estimate's expiry date?
    • How do I check an estimate's approval status?
    • Where do I find an accepted estimate's approval and signature?
    • How do I plan item costs when preparing an estimate?
    • How do I add recurring items to an estimate?
    • How do I turn estimate approval verification on or off?
    • What happens after a customer approves an estimate?
    • How do I let a customer remove optional estimate items?
    • How do I let a customer change quantities on an estimate?
    • How do I convert an accepted estimate to an invoice?
Reports
Reports
  • Reports and sharing with your accountant
    • How do I find unpaid vendor bills by age?
    • How do I check invoiced sales for a customer or period?
    • How do I compare expenses by category or vendor?
    • Why do dashboard totals and financial reports differ?
    • How do I review missing exchange rates in a report?
    • How do I schedule a report and choose its recipients?
    • How do I export an accountant pack for a reporting period?
    • Which report should I use for sales, cash, profit, or debt?
    • How do I read my profit and loss statement?
    • How do I read my balance sheet for a particular date?
    • How do I read my cash flow statement?
    • How do I trace an amount in the general ledger?
    • How do I check account totals in the trial balance?
    • How do I find overdue customer balances by age?
    • How do I read income totals and check the report currency?
    • How do I filter an income report by category?
Accounting
Accounting
  • Bookkeeping, starting balances, and bank statements
    • How do I create a budget and compare it with actual spending?
    • How do I import a bank statement for reconciliation?
    • How do I match a bank statement line to an existing payment?
    • How do I create a bank rule to suggest categories?
    • How do I resolve unmatched bank entries and duplicate statement imports?
    • How do I close or reopen a bank reconciliation period?
    • How do I enter opening balances from another system?
    • How do I add an account to my chart of accounts?
    • How do I choose the right account from my chart of accounts?
    • How do I enter customer opening balances and credits?
    • How do I enter vendor opening balances and credits?
    • How do I correct an opening balance without duplicating sales or bills?
    • How do I record and review a manual journal entry?
    • How do I lock a completed accounting period and review exceptions?
    • How do I set up a fixed asset and review its depreciation?
  • Tax, currencies, and electronic invoicing
    • How do I prepare quarterly GST or composition-scheme workpapers?
    • How do I review tax deducted by customers and tax collected on sales?
    • How do I review reverse-charge documents and GST advances?
    • How do I prepare e-invoice or e-way bill files and check their status?
    • How do I review Peppol history and resolve a rejected invoice?
    • How do I set up Peppol and prepare an electronic invoice?
    • How do I import a supplier's electronic invoice as a bill?
    • How do I create a tax rate and apply it to a line item?
    • How do I check tax-inclusive prices, discounts, and rounding?
    • How do I invoice in another currency and check the exchange rate?
    • How do I check GST registration, place of supply, and item codes?
    • How do I use the tax summary for a reporting period?
    • How do I review a GST filing period and export its files?
    • How do I match GSTR-2B entries to purchases and review input tax credit?
    • How do I add Indian GST details to an invoice or estimate?
Proposal & Contract Management
Proposal & Contract Management
  • Proposals, agreements, and signing
    • How do I import a proposal and check its layout?
    • How do I collect required client details in a proposal?
    • How do I assign proposal reviewers, signers, and signing order?
    • Where can I find a signed proposal and its approval history?
    • How do I archive and restore a proposal?
    • How do I convert an approved proposal to an invoice?
    • How do I send or schedule a proposal and track its status?
    • How do I review, comment on, or sign a proposal I received?
    • How do I preview a proposal before sending it?
    • How do I add signature and initials fields to a proposal?
    • How do I add prices, packages, and optional services to a proposal?
    • How do I add, move, and style proposal sections?
    • How do I save proposal sections to the content library and reuse them?
    • How do I create a reusable proposal for services or products?
    • How do I create a reusable proposal template?
    • How do I create a proposal from a template or blank page?
    • How do I start a proposal from a customer's workspace?
    • How do I show proposal fields based on a client's answer?
    • How do I add a dropdown field to a proposal?
    • How do I add checkbox choices to a proposal?
    • How do I add a single-choice field to a proposal?
    • How do I add a date field to a proposal?
    • How do I let clients adjust or remove proposal items?
Worklog
Worklog
  • Projects, tasks, and billable time
    • How do I export timesheet entries for a selected period?
    • How do I read a project's profitability report?
    • How do I share project work for client review?
    • How do I add project notes and expenses and find linked documents?
    • How do I review billable project work before invoicing it?
    • How do I track time with the timer or enter it manually?
    • How do I invoice unbilled project time?
    • How do I add custom fields to a project?
    • How do I compare logged, billed, and unbilled time by team member?
    • How do I review a project's time summary?
    • How do I switch projects when tracking time?
    • How do I log time against a task?
    • How do I check a task's logged and unbilled hours?
    • How do I record a team member's time against a project task?
    • How do I create tasks within a project?
    • How do I set a project budget and compare it with actual costs?
    • How do I choose a project's billing method?
    • How do I assign team members to a project?
    • How do I create a project for a customer?
Vendors
Vendors
  • Purchases, expenses, and vendor payments
    • How do I find vendor payments and the bills they settled?
    • How do I record income without duplicating invoice payments?
    • How do I choose an expense's payment method and account?
    • How do I track expenses by customer or project?
    • How do I set up and review a recurring expense?
    • How do I create a purchase order and send it to a vendor?
    • How do I convert a purchase order to a bill?
    • How do I record a full or partial vendor payment?
    • How do I record a vendor bill and track the amount owed?
    • How do I add an expense from a receipt?
    • How do I manage vendor credits and refunds?
Collection
Collection
  • Workflows from start to finish
    • How do I create a new draft from a returning customer's past job?
    • How do I transfer contacts, open invoices, and balances?
    • How can a freelancer turn an estimate into a paid invoice?
    • How do I track retainer hours and bill extra consulting work?
    • How can a designer offer packages and invoice the client's selection?
    • How do I bill a deposit and collect the remaining balance?
    • How do I sell an inventory item and check the remaining stock?
    • How can a contractor track project purchases and profitability?
    • How do I reconcile a bank statement and prepare month-end reports?
  • Workflows from start to finish
    • How can an agency turn an approved proposal into a project and bill for time?
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