The preview updates as you type. Fixed details (bank, signature, terms) live in Sales settings.
Pick a package, then edit or remove any line. For a custom package, use “+ Item” below.
| Number | Client ID | Client | Event | Date | Total | Status | Actions |
|---|
| Client ID | Client | Contact | Source | Documents | Invoiced | Actions |
|---|
Operational costs not tied to a job: ads, email, domain, hosting, subscriptions…
| Date | Vendor | Category | Account | Repeats | Amount | Status | Actions |
|---|
A job is created automatically when an invoice is marked as sent. Add its costs (freelancers, equipment rent, transport…) and pay them from here.
| Client ID | Job | Date | Total | Job costs | Owner fee | Savings | Received | Paid out | Status | Actions |
|---|
Everything here is yours to change. Click Save when done.
Money in comes from invoice payments, money out from bills and job costs. Use “Other income” only for money without an invoice (bank interest, refunds…).
| Date | Type | Description | Business line | Job | Account | Amount | Actions |
|---|
Printed on every document. Saved with your documents and included in backups.
Not connected: documents are saved in this browser only.
A photo or scan on white paper works; the white background is removed automatically.
Number format codes: {YYYY} {YY} {MM} {DD} {TYPE} (QN / INV / RCP) {CAT} (C = Corporate, NC = others) {SEQ} (001) {SEQ2} (01). Numbering continues per document type and category, and restarts with each new year (or month, if the format includes {MM}).
Used by “Add from package template” in quotations and invoices. Changes here save immediately.
Download all quotations, invoices, receipts and settings as one file, or restore from one.