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Step-by-step tutorials and guides for Invoice Genie features
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.
Read article →Learn how to manage your team in Invoice Genie. This step-by-step guide covers adding and editing users, assigning roles and permissions, monitoring activity with the User Dashboard, managing login sessions, and inviting team members with Registration Tokens.
Read article →Protect your Invoice Genie account with Two-Factor Authentication. This step-by-step guide covers how to set up 2FA using SMS, Email, or an Authenticator App, how to sign in with 2FA, and how to manage your security settings.
Read article →Learn how to use Invoice Genie's Profile Switcher to manage up to 3 businesses from a single account. This step-by-step guide covers switching businesses, adding new profiles, editing details, and setting a default business.
Read article →Learn how to connect your QuickBooks Online account with Invoice Genie in just a few minutes. This step-by-step tutorial covers everything from initial setup to syncing invoices, clients, and payments.
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