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How to use Invopay

Practical step-by-step guides for your invoicing and payment workflows.

Create your first invoice

  1. 1Go to Dashboard -> Invoices -> New Invoice.
  2. 2Select or create a customer.
  3. 3Add line items, taxes, and due date.
  4. 4Save draft, then send by email or share link.
Open invoice creator

Add and organize customers

  1. 1Go to Dashboard -> Customers.
  2. 2Create a new customer with billing details.
  3. 3Use customer profiles to review invoice history.
  4. 4Keep contact and billing info up to date.
Manage customers

Track payments

  1. 1Open Dashboard -> Payments.
  2. 2Review paid, pending, and overdue status.
  3. 3Open invoice details for full payment timeline.
  4. 4Use filters to find specific transactions quickly.
Open payments

Set up recurring invoices

  1. 1Go to Dashboard -> Recurring.
  2. 2Create a recurring template with schedule.
  3. 3Set frequency and start date.
  4. 4Monitor generated invoices from the recurring panel.
Open recurring

Upgrade your plan

  1. 1Go to Dashboard -> Upgrade Plan.
  2. 2Compare Free, Pro, and Business features.
  3. 3Choose your plan and confirm checkout.
  4. 4Return to dashboard and continue with new limits.
Open upgrade page
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