Help & How it works

Quick start

1. 1. Open Create Invoice or Create Receipt.
2. 2. Fill in business details, client details, and line items.
3. 3. Review the preview and export as PDF from the Preview page.

Invoice checklist

A professional invoice is a payment request. To avoid payment delays, include these essentials:

• Your business name, address, and contact email/phone.
• Your client’s billing name and address.
• A unique invoice number and an issue date.
• Clear line items (service/product), quantity, unit price, and totals.
• Tax/discount (if applicable) and the final total due.
• Payment instructions (bank transfer details, payment link, or other method).
• Payment terms (e.g., Due on receipt, Net 15, Net 30).

Receipt checklist

A receipt is proof that payment was received. It should clearly confirm the transaction:

• Receipt number and payment date.
• Payer/customer name (and optional address).
• Items/services paid for, and amount paid.
• Payment method (cash, bank transfer, card, etc.).
• A “Paid” note (optional) and any relevant notes.

Exporting clean PDFs

• Use the Preview page to confirm spacing and totals before exporting.
• Prefer a desktop browser for the sharpest exports.
• If a logo looks blurry, use a higher-resolution image.
• For best printing results, use the “Print” preview mode.

Privacy (local-first)

Your invoice/receipt draft data is stored in your browser (local storage) so you can continue later. We don’t require accounts. If you clear browser storage or switch devices, your drafts may not be available. See our Privacy Policy for details.