Introduction

Welcome to the official documentation for the Invoice Generator. Whether you're a first-time user or a developer looking to integrate our services, this guide provides all the information you need to get the most out of our platform.

Getting Started

This guide will walk you through setting up your account and creating your first invoice.

1. Create an Account

To begin, you'll need to sign up for a free account. This allows you to save your invoices, clients, and settings. Navigate to the Sign Up page and enter your details. It only takes a minute!

2. Your Dashboard

Once you're logged in, you will be directed to your dashboard. This is your central hub for managing all your invoicing activities. From here, you can see an overview of your recent invoices, payment statuses, and quick links to create new documents.

Creating Invoices

Our intuitive invoice editor makes creating professional invoices simple and fast.

Step-by-Step Guide

• Choose a Template: Start by selecting a template from our extensive template library.
• Add Your Details: Fill in your business name, address, and logo. This information will be saved for future invoices.
• Enter Client Information: Add your client's name, address, and contact details. You can save clients to quickly add them to future invoices.
• Add Line Items: For each service or product, add a new line item. Include a description, quantity, and price. Our tool will automatically calculate the total for each line.
• Set Payment Terms: Specify the payment due date, accepted payment methods, and any late fees.
• Download or Send: Once complete, you can download the invoice as a PDF or send it directly to your client's email address from our platform.

Customization

Make your invoices stand out by customizing them to match your brand identity.

Adding a Logo

In the invoice editor, click on the "Upload Logo" placeholder. You can upload a JPG, PNG, or GIF file. Your logo will appear at the top of your invoice and will be saved for future use.

Changing Colors

Pro plan users can customize the primary color of their invoice template. Navigate to your account settings and select a color that matches your brand's palette. This color will be applied to headings and accents on the invoice.

Accepting Payments

Allow your clients to pay you directly from the invoice by connecting a payment gateway.

Connecting Stripe or PayPal

To enable online payments, you must have a Pro or Business plan.

1. Go to Settings > Payment Gateways in your dashboard.
2. Click "Connect" next to either Stripe or PayPal.
3. Follow the on-screen prompts to securely log in and authorize your account.
4. Once connected, an option to "Pay Now" will automatically be added to your invoices.

API Reference

For developers, our REST API provides programmatic access to create and manage invoices.

Authentication

All API requests must be authenticated using an API key. You can find your key in your account settings under the "API" tab. Include your API key in the request header as follows:

Authorization: Bearer YOUR_API_KEYCopy

Create an Invoice

To create a new invoice, make a POST request to the /v1/invoices endpoint.

{
  "client": {
    "name": "John Doe",
    "email": "john.doe@example.com"
  },
  "line_items": [
    {
      "description": "Web Design Services",
      "quantity": 10,
      "unit_price": 75.00
    }
  ],
  "due_date": "2025-07-30"
}Copy