Invoice Genie Documentation
Invoices & Estimates — Documents Guide
Home » Invoice Genie Tutorials » Invoices & Estimates — Documents Guide The Documents tab is the heart of Invoice Genie. It’s…
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Home » Invoice Genie Tutorials » Invoices & Estimates — Documents Guide The Documents tab is the heart of Invoice Genie. It’s…
Read article →Learn how to submit a support request to the developer with your Device ID and diagnostic information. Understand the optional Usage Analytics toggle — what it tracks, what it doesn't, and how it helps resolve issues faster.
Read article →Understand every notification type in Invoice Genie — from invoice viewed and payment received to due date reminders and overdue alerts. Learn what the icons and colors mean, how to customize your notification settings, and how to act on each alert.
Read article →Monitor your business health with the Analytics dashboard. View total outstanding balances, annual sales, monthly and quarterly revenue trends, top debtors, and client revenue distribution — all with interactive charts and drill-down views.
Read article →Create, send, and track purchase orders to your vendors and suppliers. Add line items, attach photos, send via email or text, and get notified when the vendor opens your PO.
Read article →Scan business receipts with your camera, let OCR extract merchant names, totals, and tax automatically, and watch the machine learning system improve with every correction. Export as CSV or PDF for bookkeeping.
Read article →Track billable hours with a built-in timer, pause and resume sessions, and convert tracked time directly into invoices. Learn every feature of Invoice Genie's Time Tracking tool.
Read article →Learn how to export your invoices and estimates to Excel or CSV from Invoice Genie. Choose format, export type, sort order, and date range, then share or save the file anywhere.
Read article →Learn how to use the Deleted Items screen in Invoice Genie to review, restore, or permanently remove deleted invoices, estimates, and clients. Administrator-only feature with search, filters, and bulk clear options.
Read article →Learn how to use Edit History in Invoice Genie to track every change made to invoices, estimates, clients, and purchase orders — with full before-and-after details, filters, search, and pagination.
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