These FAQs now live on their own page so users can browse answers more easily without mixing them into the main help page.
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InvoicesClientsReceiptsPlansWhatsApp
FAQs
Tap any question to expand the answer.
Yes. On the New Invoice page, you can type the customer name and other details manually even if the client is not yet saved in your clients list.
No. The customer name is the important required field. Phone and email can be left empty if you do not have them.
Product is for items you sell, Service is for services you render, and Custom is for one-off items that are not already saved in your products or services lists.
Yes. Tap “+ Add item” to add as many rows as you need, then fill each row with its own quantity and price.
The invoice is saved but not sent as a final invoice yet. This is useful when you want to come back later to finish it.
It saves the invoice and prepares a PDF copy you can keep, print, or send manually to a customer.
It saves the invoice and helps you share the invoice quickly via WhatsApp using the customer details and share flow available in the system.
Yes. Customers do not need an account before they can open the public invoice link shared with them.
Yes. Once the customer pays, you can open the invoice and record the payment so the status updates properly.
Yes. When payment is recorded for an invoice, the system can generate a receipt linked to that invoice.
Yes. The Simple Receipts section is there for direct receipt creation when you only need to acknowledge payment.
That box shows how many invoices your current plan allows for the month and how many you have remaining.
That means your current plan allowance has been used up. You will need to upgrade your plan before creating more within that limit category.
Yes. The system is designed mobile-first, so the help pages and the invoicing screens are built to work smoothly on phones.
Yes. Use the Payment Instructions field on the invoice form to show customers how they should pay you.
Yes. Enter a discount amount and tax amount on the invoice form and the total will update automatically.
Yes. That is one of the fastest ways to create invoices because their names and prices can already be available in the system.
Open the Help Center, check the guide pages, or contact support with a screenshot so the issue can be understood faster.