How To

Learn how to create invoices, add clients, accept payments, and more.

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20 articles in this collection
Written by James and Invoicer

How to change the currency

Invoicer supports 135+ currencies. You can create invoices and estimates and accept payments in the most popular currencies worldwide.
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Written by James
Updated over a week ago

How to Create an Estimate

Use estimates, also known as quotes, or proposals, to send your clients an estimate of what a project or work is going to cost.
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Written by Invoicer
Updated over a week ago

How to Use Payment Reminders

Improve payment rates with automatic late payment reminders
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Written by Invoicer
Updated over a week ago

How to make invoices download instead of opening in your browser

Are your invoices opening in your browser when you want them to download to your device? Learn how to make them download.
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Written by Invoicer
Updated over a week ago

How to add a logo

Learn how to add a logo to your invoices.
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Written by James
Updated over a week ago

Video: How to change the heading text on invoices and estimates

Learn how to change the heading text on your invoices and estimates.
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Written by James
Updated over a week ago

Video: How to send an invoice

See how easy it is to send an invoice from Invoicer.ai.
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Written by James
Updated over a week ago

Video: How to add deposits to an invoice

Learn how to add deposits to your invoice. Invoicer supports multiple deposits with custom names that are percent or dollar based.
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Written by James
Updated over a week ago

Video: How to add discounts to an invoice

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Written by James
Updated over a week ago

Video: how to add taxes to an invoice

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Written by James
Updated over a week ago

How to create an invoice on desktop and tablet

Learn how to create an invoice on desktop and tablet devices.
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Written by James
Updated over a week ago

How to send an invoice

Follow the steps below to send an invoice.
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Written by James
Updated over a week ago

How to download an invoice

How to download a PDF invoice
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Written by James
Updated over a week ago

How to manually add a payment

Learn how to add and delete payments
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Written by James
Updated over a week ago

How to view an invoice

What you see is what you get.
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Written by James
Updated over a week ago

How to edit an invoice

Editing an invoice is super easy.
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Written by James
Updated over a week ago

How to delete an invoice

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Written by James
Updated over a week ago

How to change your account email

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Written by James
Updated over a week ago

How to delete your account

Learn how to delete your account.
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Written by James
Updated over a week ago

How to cancel your subscription

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Written by Invoicer
Updated over a week ago