Invoice Genie Tutorials

Account Maintenance — Profile, Sessions & Preferences

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...

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How to Change Your Password & Reset a Forgotten Password

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...

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How to Register a New Account — Step-by-Step Guide

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...

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Clients — Managing Your Client List & Profiles

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...

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Items Library & Suggested Items

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...

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Invoices & Estimates — Documents Guide

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...

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How to Use Request Support & Usage Analytics in Invoice Genie

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,...

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How to Read Notifications in Invoice Genie

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...

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How to Use Analytics in Invoice Genie

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...

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How to Use Purchase Orders in Invoice Genie

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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