Home » Invoice Genie Tutorials » Account Maintenance — Profile, Sessions & Preferences Your Invoice Genie account includes your personal profile, security settings, language preferences, and active sessions. This tutorial...
Home » Invoice Genie Tutorials » How to Change Your Password & Reset a Forgotten Password Keeping your password secure is essential for protecting your Invoice Genie account and business...
Home » Invoice Genie Tutorials » How to Register a New Account Welcome to Invoice Genie! This tutorial walks you through creating your account from start to finish — including...
Home » Invoice Genie Tutorials » Clients — Managing Your Client List & Profiles The Clients tab is where you store and manage every person or business you invoice. Each...
Home » Invoice Genie Tutorials » Items Library & Suggested Items The Items tab is your reusable item library. Instead of typing the same service or product details every time...
Home » Invoice Genie Tutorials » Invoices & Estimates — Documents Guide The Documents tab is the heart of Invoice Genie. It’s where you create, view, filter, and manage all...
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,...
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...
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...
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.
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