Step-by-step guides to help you get the most out of Invoice Genie. Whether you’re just getting started or looking to master advanced features, these tutorials have you covered.
🚀 Getting Started
Invoices & Estimates — Documents GuideCreate, view, and manage invoices and estimates. Filter by status, record payments, set up recurring schedules, send PDFs, and more.
Clients — Managing Your Client List & ProfilesAdd and manage clients with contact import, address autocomplete, quick actions (call, message, email), activity history, outstanding balances, and embedded maps.
Connect QuickBooks with Invoice GenieLink your QuickBooks Online account to sync invoices, clients, and payments automatically. Complete OAuth setup in minutes.
Use the Profile Switcher for Multiple BusinessesManage up to 3 business profiles from a single account. Switch between them instantly from any screen.
Read NotificationsUnderstand every notification type — invoice viewed, payment received, due reminders, and overdue alerts. Learn what the icons and colors mean and customize your settings.
Register a New Account — Step-by-StepCreate your Invoice Genie account with email verification. Covers personal info, credentials, 2FA code entry, and joining an existing organization.
Clients — Managing Your Client List & ProfilesAdd and manage clients with contact import, address autocomplete, quick actions (call, message, email), activity history, outstanding balances, and embedded maps.
Connect QuickBooks with Invoice GenieLink your QuickBooks Online account to sync invoices, clients, and payments automatically. Complete OAuth setup in minutes.
Use the Profile Switcher for Multiple BusinessesManage up to 3 business profiles from a single account. Switch between them instantly from any screen.
Read NotificationsUnderstand every notification type — invoice viewed, payment received, due reminders, and overdue alerts. Learn what the icons and colors mean and customize your settings.
Register a New Account — Step-by-StepCreate your Invoice Genie account with email verification. Covers personal info, credentials, 2FA code entry, and joining an existing organization.
🔒 Security & Access
Set Up Two-Factor Authentication (2FA)Protect your account with an extra layer of security using TOTP authenticator apps like Google Authenticator or Authy.
Use Registration Tokens to Invite Team MembersSecurely invite new team members with pre-configured role-based registration tokens that expire automatically.
Change or Reset Your PasswordUpdate your password from your profile, or recover access with the forgot password flow using email verification codes.
Account Maintenance — Profile, Sessions & PreferencesEdit your profile, manage active sessions, change language and currency, and review all account security settings in one place.
Use Registration Tokens to Invite Team MembersSecurely invite new team members with pre-configured role-based registration tokens that expire automatically.
Change or Reset Your PasswordUpdate your password from your profile, or recover access with the forgot password flow using email verification codes.
Account Maintenance — Profile, Sessions & PreferencesEdit your profile, manage active sessions, change language and currency, and review all account security settings in one place.
👥 Team Management
User Management — Roles, Dashboard & SessionsAdd and edit users, assign roles, configure business access and client assignments, view the team dashboard, and manage active sessions.
Read Crew AnalyticsTrack team revenue, compare crew performance with bar charts, and identify top performers across multiple time ranges.
Read Crew AnalyticsTrack team revenue, compare crew performance with bar charts, and identify top performers across multiple time ranges.
⚙️ Settings & Configuration
Configure Business Settings & Payment MethodsCustomize invoice numbering, set tax defaults, configure auto-send for recurring invoices, and connect Square, PayPal, or Stripe.
Use Edit HistoryTrack every change made to invoices, estimates, clients, and purchase orders with filters, field-level diffs, and search.
Export Data — Excel & CSVDownload your invoices and estimates as Excel or CSV files. Choose format, type, sort order, and date range, then share anywhere.
Request Support & Usage AnalyticsSubmit a support request with your Device ID, control the optional usage analytics toggle, and understand what diagnostic data is shared and what stays private.
Use Edit HistoryTrack every change made to invoices, estimates, clients, and purchase orders with filters, field-level diffs, and search.
Export Data — Excel & CSVDownload your invoices and estimates as Excel or CSV files. Choose format, type, sort order, and date range, then share anywhere.
Request Support & Usage AnalyticsSubmit a support request with your Device ID, control the optional usage analytics toggle, and understand what diagnostic data is shared and what stays private.
⏱️ Productivity Tools
Use Time TrackingTrack billable hours with a built-in timer, pause and resume sessions, filter and sort entries, and convert tracked time directly into invoices.
Use Receipts — Scanning, OCR & Machine LearningScan receipts with your camera, let OCR extract merchant names, totals, and tax automatically, and watch the ML system improve with every correction.
Use Purchase OrdersCreate and send purchase orders to vendors with line items, photos, and a shareable PDF. Track when vendors open your PO with push notifications.
Use AnalyticsView total outstanding balances, annual sales, monthly and quarterly revenue charts, top debtors, and client distribution — with drill-down to individual invoices.
Items Library & Suggested ItemsBuild a reusable item library with preset pricing, units, and discounts. Items appear as smart suggestions when adding line items to invoices and estimates.
Use Receipts — Scanning, OCR & Machine LearningScan receipts with your camera, let OCR extract merchant names, totals, and tax automatically, and watch the ML system improve with every correction.
Use Purchase OrdersCreate and send purchase orders to vendors with line items, photos, and a shareable PDF. Track when vendors open your PO with push notifications.
Use AnalyticsView total outstanding balances, annual sales, monthly and quarterly revenue charts, top debtors, and client distribution — with drill-down to individual invoices.
Items Library & Suggested ItemsBuild a reusable item library with preset pricing, units, and discounts. Items appear as smart suggestions when adding line items to invoices and estimates.
⚠️ Advanced Operations
Use Deleted ItemsReview, restore, or permanently remove deleted invoices, estimates, and clients. Filter by type, search, and bulk-clear the trash.
Delete Your OrganizationPermanently remove your entire organization including all invoices, clients, estimates, users, and settings. This action cannot be undone.
Delete Your OrganizationPermanently remove your entire organization including all invoices, clients, estimates, users, and settings. This action cannot be undone.
More tutorials coming soon! Have a question about a specific feature?
