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Step-by-step tutorials and guides for Invoice Genie features
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.
Read article →Learn how to use Crew Analytics in Invoice Genie to track team revenue, compare invoice counts, monitor paid vs. unpaid invoices, and identify top performers across any time range.
Read article →Step-by-step guide to permanently deleting your entire organization in Invoice Genie, including what gets removed and how to prepare beforehand.
Read article →Learn how to customize invoice, estimate, and purchase order numbering, set up tax defaults, and connect Square, PayPal, or Stripe payment processors in Invoice Genie.
Read article →Learn how to use Registration Tokens to securely invite new team members to your Invoice Genie organization. This step-by-step guide covers creating tokens, setting roles and expiry, sharing invitation links, and managing token status.
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