User Guide

Welcome! This guide will help you get up and running quickly. All main features are accessible from the left sidebar.

1. 1 Register and confirm your email address
2. 2 Fill in company details: name, registration code, address, phone
3. 3 Upload your company logo (recommended — appears on invoices)
4. 4 Add your first client
5. 5 Create your first invoice or quote

An invoice is your primary sales document to clients. You can create, send, and track payment of invoices. All invoices are saved automatically and available as PDF in any of 16 designs.

1. 1Select "Invoices" from the left menu and click "New invoice"
2. 2Select a client from the dropdown (or create a new one with the "+" button)
3. 3Add invoice lines: product/service, quantity, unit price, VAT rate
4. 4Adjust the payment due date if needed (default: 14 days)
5. 5Click "Save as draft" or "Send to client"

Every invoice can be downloaded as PDF. Click the "Download PDF" button on the invoice view. Switch the design any time from the "Design" page — 16 professional templates are available.

A quote is a binding offer you send a client before issuing an invoice. Once they accept, convert it into an invoice in one click — line items and totals carry over automatically.

1. 1Select "Quotes" from the left menu and click "New quote"
2. 2Select a client from the dropdown (or create a new one)
3. 3Add quote lines: product/service, quantity, unit price, VAT rate
4. 4Set how long the quote stays valid
5. 5Click "Save as draft" or "Send to client"

Once the client accepts, click "Convert to invoice" on the quote page — the system creates a new invoice with the same line items.

A credit note is used to cancel or correct an invoice that has already been sent or paid. It's a formal document that references the original invoice and carries negative amounts.

1. 1Open the invoice you want to correct (must be sent or paid)
2. 2Click "Issue credit note" and confirm
3. 3The system automatically creates a new document referencing the original invoice

The client database is the foundation for all invoices and quotes. Adding clients is quick with the Business Registry auto-fill.

1. 1Go to "Clients" in the menu → click "New client"
2. 2For Estonian companies, use "Search Business Registry" — all data fills automatically
3. 3For EU companies, enter the VAT number and click VIES check
4. 4Fill in contact details: email, phone, address
5. 5Click "Save"

The services list lets you save frequently used products and services. When creating invoices or quotes, you can quickly add them from a dropdown.

1. 1Go to "Services" → click "New service"
2. 2Enter the service name and description
3. 3Set the unit price and VAT rate
4. 4Select the unit of measure (pcs, hour, month, etc.)
5. 5Click "Save"

1. 1Click your company name at the top → "My Company"
2. 2Edit company details, logo, invoice prefix, and payment terms
3. 3Click "Save changes"

Change your name, email, and password on the profile page. Found by clicking your name at the top.

The language can be changed using the flag icon in the header. Supported languages: Estonian, English, Russian.