Guides
How to use Trueinvoice
Short tutorials for freelancers and small businesses — create invoices, get paid, and manage your account.
Free tool
Try the invoice maker
Create a sample invoice or estimate in your browser before you follow the app guides.
Getting started
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Get started with Trueinvoice
First-run setup — business details, logo, currency, optional Stripe, and a default invoice style. You only see this once.
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Add a contact
Save clients with name, company, email, phone, and address so invoices and estimates stay fast to create.
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Add an item
Save products and services with a name, cost, and tax presets so invoices and estimates stay fast to build.
Invoices & estimates
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Create an invoice
Build a professional invoice with a contact, dates, line items, taxes, discounts, payment info, and notes.
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Create a recurring invoice
Schedule invoices to generate on a weekly or monthly cadence, then pause, edit, or cancel from Recurring Invoices.
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Create an estimate and convert to invoice
Build a quote with the same items and taxes as an invoice, share it, then convert to an invoice when the client approves.
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Share an invoice
Deliver invoices and estimates through a secure web view, QR code, branded PDF, or email from the app.
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Set up automatic reminders
Turn on overdue payment reminders so clients get a polite email on the due date, after 3 days, and after 7 days — without you chasing each invoice by hand.
Payments
Expenses & reports
Defaults & settings
Looking for how-to articles? Read the Blog · need help? Visit Help · or email [email protected] .