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FAQ

Frequently asked questions

How do I set my invoice number and currency?

The invoice number auto-generates as INV-YYYYMMDD-XXXX when you open the page, but you can edit it freely. Currency is a dropdown with over 150 world currencies, available in both the "Invoice details" card and the "Currency & color" sidebar.

What does "Due on receipt" do?

Selecting "On receipt" as the payment term hides the due date everywhere — the form, the downloaded PDF, and the email — since payment is expected immediately rather than by a specific date.

Can I add my logo and choose a brand color?

Yes — upload a logo next to the document title, and pick (or save as your default) a template color in the "Currency & color" card. Both carry through to the downloaded PDF.

Does the invoice save automatically?

No account or server storage is used, so nothing saves automatically. Use "Get link" to generate a shareable URL that rebuilds the invoice, or save frequently-used clients on the Clients page.

How do I send the invoice to my client?

Use "Send invoice" in the sidebar to open your email app with the invoice summary pre-filled, or download the PDF and attach it yourself.

Will the downloaded PDF include a header with the site name or date?

No — clicking "Download PDF" swaps the browser's print title to your invoice number and removes the default browser header/footer, so only the invoice itself prints.

Can I reuse a client's details next time?

Yes — save a client from the "Bill to" panel or the Clients page, then pick them from the "Load saved client" dropdown on any future invoice.