Documentation

Invoice Genie Documentation

Home » Invoice Genie Tutorials Step-by-step guides to help you get the most out of Invoice Genie. Whether you’re just getting started or looking to master advanced features, these tutorials have you covered. 🚀 Getting Started 🧾Invoices & Estimates — Documents GuideCreate, view, and manage invoices and estimates. Filter by status, record payments, set up […]

25 guides · 1 categories

Invoice Genie Documentation

25 guides

Step-by-step tutorials and guides for Invoice Genie features

How to Connect QuickBooks with Invoice Genie – Step-by-Step Guide

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.

How to Use the Profile Switcher to Manage Multiple Businesses in Invoice Genie

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.

How to Set Up Two-Factor Authentication (2FA) in Invoice Genie

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.

How to Use User Management in Invoice Genie – Team Roles, Dashboard, and Sessions

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.

How to Use Registration Tokens to Invite Team Members in Invoice Genie

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.

How to Configure Business Settings & Payment Methods in Invoice Genie

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.

How to Delete Your Organization in Invoice Genie

Step-by-step guide to permanently deleting your entire organization in Invoice Genie, including what gets removed and how to prepare beforehand.

How to Read Crew Analytics in Invoice Genie

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.

How to Use Edit History in Invoice Genie

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.

How to Use Deleted Items in Invoice Genie

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.

How to Export/Import Your Data in Invoice Genie — Full Data Backup, Excel & CSV

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.

How to Use Time Tracking in Invoice Genie

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.

How to Use Receipts in Invoice Genie — Scanning, OCR & Machine Learning

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.

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.

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 and drill-down views.

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 customize your notification settings, and how to act on each alert.

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, and how it helps resolve issues faster.

Invoices & Estimates — Documents Guide

Home » Invoice Genie Tutorials » Invoices & Estimates — Documents Guide The Documents tab is the heart…

Items Library & Suggested Items

Home » Invoice Genie Tutorials » Items Library & Suggested Items The Items tab is your reusable item…

Clients — Managing Your Client List & Profiles

Home » Invoice Genie Tutorials » Clients — Managing Your Client List & Profiles The Clients tab is…

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…

How to Change Your Password & Reset a Forgotten Password

Home » Invoice Genie Tutorials » How to Change Your Password & Reset a Forgotten Password Keeping your…

Account Maintenance — Profile, Sessions & Preferences

Home » Invoice Genie Tutorials » Account Maintenance — Profile, Sessions & PreferencesYour Invoice Genie account includes your…

Genie AI — Your Invoice Assistant

Docs › Genie AI Coming Soon… Genie AI — Your Invoice Assistant Genie AI is a conversational assistant…

How to Use the Rating System in Invoice Genie (Coming Soon)

Learn how to enable the Rating System, collect client star ratings from invoice pages, approve or reject ratings, reply to reviews, and embed your ratings widget on any website.

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