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Delete a Client

You can only delete a client that has no documents attached to it

Edit a Client

Create document from Client list

Edit a template item

Create reusable template Items

All the template items you create are saved within the app and can be used to generate invoices or estimates.

Delete a document

Add item discount plus additional discount

Sometimes, in addition to the item discount, you may want to add an extra discount to your invoice. Here’s how you can…

Send a document

With InvoiceGenie you can send a document to your client via text or email.

Sort documents by type

It’s super easy to sort documents by type—invoice or estimate—using InvoiceGenie. Once you’ve sorted them, InvoiceGenie remembers your preference the next time…

Change due date term on an invoice