Invoday Documentation

• How to Create an Account in Invoday

  Learn how to create your Invoday account, verify your email, set a secure password, and complete your company setup so you can start managing your business.

• Create a Client

  Add a client for invoices, quotations, payments and statements.

• Create a Supplier

  Maintain supplier details for purchases, expenses and payable tracking.

• Create a Product or Service

  Create reusable items with pricing, tax and inventory settings.

• Track Product Inventory

  Enable stock tracking and understand auditable quantity movements.

• Record a Stock Adjustment

  Correct stock quantities while preserving a clear movement history.

• Create a Quotation

  Prepare a professional quote before committing an invoice.

• Convert a Quotation to an Invoice

  Turn an accepted quotation into an invoice without re-entering details.

• Create an Invoice

  Create an itemized invoice with client, tax, discount and payment details.

• Send an Invoice

  Deliver a finalized invoice using the client's saved contact details.

• Record an Invoice Payment

  Apply a client payment and keep receivables accurate.

• Set Up Payment Reminders

  Keep overdue invoice follow-up moving with clear, timely payment reminders.

• Understand Invoice Statuses

  Learn how draft, sent, partial, paid, overdue and cancelled states behave.

• Create Recurring Invoices

  Configure repeat billing for ongoing products or services.

• Create a Credit Note

  Correct or reduce a finalized invoice while preserving its history.

• Create a Sales Return

  Return eligible invoiced items while keeping credit, receivable and inventory records connected.

• Review Accounts Receivable

  See unpaid customer balances and follow up using authoritative invoice and payment records.

• Create and Use Paid Receipts

  Generate a professional receipt after recording an invoice payment.

• Create a Purchase Order

  Prepare a supplier order with products, quantities, costs and expected totals.

• Create a Purchase Bill

  Record a supplier bill and keep purchasing, inventory and payables synchronized.

• Review Accounts Payable

  Track supplier obligations, due balances and recorded supplier payments.

• Create an Expense

  Record a business expense with category, supplier and payment information.

• Scan a Receipt

  Use AI to extract expense suggestions from an image or PDF receipt.

• Review Revenue

  Understand earned revenue for the selected financial period.

• Review Expense Reports

  Analyze business expenses by period, category and supplier.

• Review Cash Flow

  Compare cash received and paid during a selected period.

• Review Tax Reports

  Review transaction tax totals for a selected reporting period.

• Get Started with Invoday AI

  Open the assistant, understand plan limits and ask safe business questions.

• Ask Invoday AI Business Questions

  Get company-scoped answers about invoices, expenses and receivables.

• Scan Receipts with Invoday AI

  Turn receipt images or PDFs into reviewed expense drafts.

• Manage Your Company Profile

  Update the identity and contact details used across Invoday.

• Choose Invoice and Paid Receipt Templates

  Select default document designs and control logo display independently.

• Upload a Payment QR Code

  Crop and save a clear rectangular QR image for supported payment methods.

• Use the Dashboard Navigation

  Move quickly between Overview, Sales, Purchases and Business areas on desktop or mobile.

• Use Invoday AI on Mobile

  Open and use the responsive business assistant from a mobile dashboard.

• Use the Free Invoice Generator

  Create a clear invoice in the browser without entering the authenticated workspace.

• Manage Financial Years

  Create and select periods used by transactions, dashboards and reports.

• Configure Currency

  Set the business currency and understand transaction exchange-rate snapshots.

• Manage Your Subscription

  Review plan access, usage limits, billing and upgrades.