User Guide
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🚀

App Overview

InvoiceApp is a business management tool that keeps your clients, invoices, quotations and payments in one place.

👥
Clients
Customer records — name, email, phone, address
🧾
Invoices
Create bills, send them, track payment
📋
Quotations
Price estimates with product photos
💳
Payments
Record partial or full payments
📤
PDF Export
Download a professional PDF or JPG
🔔
Alerts
Due-date reminders — in-app and by email
📊

Dashboard

The dashboard is the first thing you see — it summarises everything at a glance.

Total RevenueTotal value of paid invoices only
All InvoicesHow many invoices you have created
PaidInvoices settled in full
UnpaidOutstanding invoices, including the overdue count
ClientsTotal registered clients
QuotationsTotal quotes, including how many converted

Below that you will find a monthly revenue chart, an invoice status breakdown and your five most recent invoices.

Click the bell icon at the top right to list invoices that are due or overdue. Clicking any alert takes you straight to that invoice.

👥

Clients

Clients holds your customer information. Once a client exists, you can select them on any invoice or quotation.

What a client record holds

NameRequired — everything else is optional
EmailOptional — needed only to email invoices
PhoneContact number
AddressHome or office address
CNICFront and back photo — kept for your records only
NotesAny private note for yourself
Adding a new client
  1. 1Click "Clients" in the left sidebar
  2. 2Click the "New Client" button at the top right
  3. 3Enter a name — that is the only required field
  4. 4Click "Add Client" to save

No email for a client? Not a problem — the record saves fine. You will only be prompted for one if you later try to email a document.

🧾

Invoices

An invoice is the bill you give a client for products or services. It carries line items, discounts, delivery charges and the full payment history.

Invoice statuses

Draft
Not finalised yet
Sent
Sent to the client
Unpaid
No payment received
Partially Paid
Part of the amount received
Paid
Paid in full
Overdue
Past its due date
Creating an invoice
  1. 1Go to "Invoices" → "New Invoice"
  2. 2The invoice number fills in automatically, or type your own
  3. 3Set the issue date and due date
  4. 4Pick the client from the dropdown
  5. 5Use "Add Item" to add lines — name, quantity, price
  6. 6Each item can also carry its own included items
  7. 7Fill in any discount amount and delivery charges
  8. 8Click "Create Invoice"

What are included items?

Inside any line item you can list the smaller parts that make it up — a motor, a pump, cables. Give them a price and it counts towards the total; leave the price blank and they appear for information only.

How discounts work

The totals section has a "Discount Amount" field. Enter a flat amount such as 5000 and it is subtracted directly from the subtotal.

Subtotal:      PKR 50,000
Discount:     -PKR 5,000
Delivery:     +PKR 300
Grand Total:   PKR 45,300
Downloading a PDF
  1. 1Open the invoice
  2. 2Click the "Export" button at the top
  3. 3Choose "Download PDF" or "Download JPG"
📋

Quotations

A quotation is a price estimate you give a client before work begins. Quotations can include product photos.

📋 Quotation
  • • Price estimate
  • • Has an expiry date
  • • Can include product photos
  • • Converts into an invoice
🧾 Invoice
  • • Final bill
  • • Has a due date
  • • Tracks payments
  • • Supports included items
Converting a quotation into an invoice
  1. 1Open the quotation
  2. 2Click the "Convert to Invoice" button
  3. 3Every line item is copied across automatically
  4. 4Edit the invoice as needed, then save

Each quotation item can carry up to five product photos, and they appear in the PDF export too.

💳

Payments

Record payments against an invoice, either in one go or in instalments. Every entry is kept.

Adding a payment
  1. 1Open the invoice
  2. 2Click the "Add Payment" button
  3. 3Enter the amount and date
  4. 4Choose a method (Cash, Bank, JazzCash, EasyPaisa and so on)
  5. 5Optionally attach a reference number or screenshot
  6. 6Click "Save"
CashPaid in hand
Bank TransferAccount to account
JazzCashMobile wallet
EasyPaisaMobile wallet
ChequeBank cheque
OtherAny other method

Once the full amount is received the status changes to "Paid" automatically. Payment history is included in the PDF export.

⚙️

Settings

Settings is where you store your company information and the app's defaults.

Company Name & LogoAppears on every invoice and quotation
Invoice PrefixFor example INV → INV-0001, INV-0002
Quotation PrefixFor example QUO → QUO-0001
Default CurrencyPKR, USD, EUR, etc.
Default Invoice TermsLoaded automatically into new invoices
Default Quotation TermsLoaded automatically into new quotations
Email ProviderResend, SMTP or Preview — how email is sent
Alert PreferencesWhich alerts you receive, and where

Write one term per line. They fill in automatically on new invoices and quotations, and you can still edit them there.

🔔

Invoice Alerts

You get reminders before and after the due date, both in the app and by email.

Dashboard Bell Icon

Due TomorrowInvoices due the next day
Due TodayInvoices due today
OverduePast the due date and still unpaid

Click the bell icon to open the list, then click any alert to jump straight to that invoice.

Email Alerts

Turn email alerts on in Settings and enter your address. You get one email a day whenever an invoice is due or overdue, and the same invoice is never emailed twice in a day.

The in-app bell alerts keep working even when email alerts are switched off.

✅

How-To Guide

1
Set the app up for the first time
  1. 1.Fill in Settings → Company Information
  2. 2.Upload your logo
  3. 3.Set your invoice and quotation prefixes
  4. 4.Choose a default currency
  5. 5.Write your terms and conditions
  6. 6.Click "Save Settings"
2
Create your first invoice
  1. 1.Create a client first (Clients → New Client)
  2. 2.Then go to Invoices → New Invoice
  3. 3.Select the client
  4. 4.Add your line items
  5. 5.Click Create Invoice
3
Email an invoice
  1. 1.Configure the email provider in Settings
  2. 2.Open the invoice
  3. 3.Click "Send Email"
  4. 4.Write your message
  5. 5.Send it — you can attach the PDF too
4
Record a payment
  1. 1.Open the invoice
  2. 2.Click "Add Payment"
  3. 3.Enter the amount and date
  4. 4.Choose the method
  5. 5.Save
5
Check overdue invoices
  1. 1.Click the bell icon on the dashboard
  2. 2.Look at the Overdue section
  3. 3.Or apply the "Overdue" filter on the Invoices page
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Frequently Asked Questions