FAQ

Log in to your dashboard and navigate to the "Invoices" section. Click on the "Create New Invoice" button, select a customer, add your line items, and save. You can then download it as a PDF or send it directly to your client.

Yes! Open the quotation you've created, and you'll find a "Convert to Invoice" button. This will automatically transfer all details into a new invoice draft for you to review and finalize.

Absolutely. We use industry-standard encryption and organization-level data isolation. Your financial records are only accessible to you and authorized users within your organization.

The "Customers" section in your dashboard allows you to add, edit, and track all your clients. You can view their complete invoice and quotation history in one consolidated view.

If you can't find your answer here, please reach out to us at support@example.com. Our team is available 24/7 to assist you.