Invoice Genie Documentation
Genie AI — Your Invoice Assistant
Docs › Genie AI Coming Soon… Genie AI — Your Invoice Assistant Genie AI is a conversational assistant built directly into Invoice…
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Step-by-step tutorials and guides for Invoice Genie features
Docs › Genie AI Coming Soon… Genie AI — Your Invoice Assistant Genie AI is a conversational assistant built directly into Invoice…
Read article →Home » Invoice Genie Tutorials » Account Maintenance — Profile, Sessions & PreferencesYour Invoice Genie account includes your personal profile, security settings,…
Read article →Home » Invoice Genie Tutorials » How to Change Your Password & Reset a Forgotten Password Keeping your password secure is essential…
Read article →Home » Invoice Genie Tutorials » How to Register a New Account Welcome to Invoice Genie! This tutorial walks you through creating…
Read article →Home » Invoice Genie Tutorials » Clients — Managing Your Client List & Profiles The Clients tab is where you store and…
Read article →Home » Invoice Genie Tutorials » Items Library & Suggested Items The Items tab is your reusable item library. Instead of typing…
Read article →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.
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