Help Centre
How can we help?
Practical guides for using InvoiceX. If you cannot find what you need, contact support.
Getting started
Set up your account and send your first document.
Documents
Invoices, quotes, email delivery, and payment status.
Converting a quote to an invoice
How to turn an accepted quote into an invoice without re-entering line items.
Sending invoices and quotes by email
Email documents from InvoiceX on paid plans, and alternatives on the Free plan.
Recording a payment
Mark invoices as paid and keep your outstanding balance accurate.
Tax and compliance
VAT fields and what to check for your business.
Account setup
Business details, branding, and workspace settings.
Advanced
Recurring invoices and power-user workflows.
Billing
Plans, upgrades, and cancellation.
Data
Exports, PDFs, and your records.
Account
Still need help? Contact support.