DOCS · OVERVIEW
Documentation
Everything you need to create, send, and get paid for professional invoices with Simplified Invoice.
Creating invoices
Add business details, line items, tax, and payment methods.
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Quotes
Send a quote, get it accepted, then convert it to an invoice in one click.
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Partial payments
Record installments and watch the balance and status update automatically.
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Managing invoices
Statuses, duplication, clients, and tracking payments.
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PDF & sending
Download as PDF or statement, print, email, and branding.
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01 · QUICK START
Quick start
- Sign up for a free account — no credit card needed.
- Fill in your business details in Settings (used as defaults).
- Create your first invoice — or a quote — from the sidebar.
- Download it as a PDF, print it, or share a public accept link (quotes).
- Record payments as they come in — full or partial — and the status flips itself.
02 · KEY FEATURES
Key features
- Quotes with numbered series (Q-YYYY-NNN), public accept links, and one-click convert to invoice.
- Partial payments with automatic status transitions (SENT → PARTIAL → PAID).
- Clean PDF export — with a Statement variant showing paid amount, balance, and payment history.
- Multi-currency line items and Fixed total (bundled projects).
- Save clients once — address auto-populates on new invoices.
- Show payment instructions for bank transfer, Mobile Money, PayPal, or crypto.
- Reports with aging, cash-flow trends, and top-clients breakdown.
- Bilingual EN / FR interface, dark mode, and mobile-first design.
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