Take a full product tour of Invoicer.ai, from the dashboard to creating invoices and estimates, applying taxes, tracking payments, and sending to clients.
What You’ll Learn
In this walkthrough, you’ll explore Invoicer end-to-end, from the dashboard and invoice creation to estimates, clients, items, payments, and main settings.
Key Steps Covered
- Review the dashboard: tiles, recent invoices/estimates, activity, and menu navigation.
- Manage invoices: list views, filtering/search/sort, invoice history, payments, receipts, archiving/deleting.
- Create and send invoices: currency, logo, company info, clients, line items, taxes, discounts, deposits, attachments, reminders, download/send.
- Work with estimates: create estimates, approvals, and estimate-to-invoice automation.
- Organize and configure: clients and items management, online payments, and settings (defaults, receipts, reminders, branding, notifications, billing).
Who This Is For
Perfect for freelancers, contractors, and small business owners who want a complete tour of Invoicer’s invoicing, estimates, and payment workflow.
Pro Tips
Set invoice/estimate defaults early, create reusable items (with taxes/categories), and enable receipts and reminders to cut down on late payments.
