Performance Overview
Recent Activity
| ID | Client | Total | Date | Status | Actions |
|---|---|---|---|---|---|
| No recent invoices found. | |||||
Invoice Generation Tool
All Generated Invoices (Paid & Unpaid)
| ID | Client | Date | Total | Status | Actions |
|---|---|---|---|---|---|
| No invoices created yet. | |||||
Recurring Invoices
Manage your recurring invoice templates and schedules here.
| Template Name | Client | Frequency | Next Invoice | Status | Actions |
|---|---|---|---|---|---|
| No recurring invoices set up yet. | |||||
Client Management
Client Database
| Name / Company | GSTIN | Actions | |
|---|---|---|---|
| No clients added yet. | |||
Owner Profile (Business Details)
This data will be automatically used on all new invoices.
How to Use Invoicy Pro - Step by Step Guide
Step 1: Setup Your Profile
Before creating invoices, set up your business details:
- Go to Profile tab
- Add your company name and address
- Upload your company logo
- Add GSTIN and State for Indian invoices
- Save your profile settings
Step 2: Add Clients
Manage your client database:
- Navigate to Client tab
- Fill in client details (name, company, email)
- Add GSTIN and State for GST invoices
- Save client information
Step 3: Create Invoice
Generate professional invoices:
- Go to Create Invoice tab
- Select client from dropdown
- Add invoice number and dates
- Add line items with GST rates
- Apply discounts if needed
- Add notes and save invoice
Step 4: Manage Invoices
Track and manage all your invoices:
- View all invoices in one place
- Mark invoices as paid/unpaid
- Download PDF copies
- Filter by status (paid/unpaid)
Step 5: Monitor Dashboard
Track your business performance:
- View total invoices generated
- Monitor unpaid invoices
- Track total revenue
- Check client count
- Generate revenue reports
Pro Tips & Best Practices
Tip: Always save your profile before creating invoices
Best Practice: Use consistent invoice numbering
Remember: Add GSTIN for professional Indian invoices
Feature: Live preview updates as you type
Quick Start Guide
Follow these steps to get started quickly:
1
Setup Profile
Add your business details & GSTIN
Add your business details & GSTIN
2
Add Clients
Create your client database with GST
Create your client database with GST
3
Create Invoice
Generate your first GST invoice
Generate your first GST invoice