Documents
Create, send and track invoices, quotes, estimates, credit notes, delivery notes and purchase orders.
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Start with the part of Invoisar you’re using.
Each guide is organised around a real task, so you can get back to work quickly.
Payments
Connect Stripe, take card payments, record bank transfers and understand outstanding balances.
Open payment guidesCustomers & items
Save customer billing details and reusable Items & Services for the document editor.
Open customer guidesWorkspace & Teams
Switch businesses, invite members, choose roles and use Work Chat.
Open Teams guidesIntegrations
Connect Gmail expenses, Customer conversations and Google Contacts.
Open integration guidesSettings & account
Control company information, branding, tax, email defaults, numbering, profile and security.
Open settings guidesHow do I create and send an invoice?
Open Documents, choose Invoice and create a new document. Select or add the customer, add lines, check issue and due dates, then add any Reference, PO number, notes, discount, shipping or deposit. Save the invoice, open it and use the send action. The email includes the PDF and a secure link to the online view.
What do Draft, Sent, Read, Partially paid and Paid mean?
Draft is saved but not sent. Sent records the send action. Read means a supported online-view event was recorded. Partially paid means money is recorded but a balance remains. Paid means the full invoice total has been received. Events can carry timestamps in the document progress.
How does a quote become an invoice?
Send the quote so the customer can accept or decline it from the online view. After it is accepted, open the quote and use the conversion action. Invoisar creates an invoice containing the quote lines and keeps the link back to the original quote.
How do I take a card payment?
Go to Settings → Payment options and connect Stripe. Card payment is available when the business and invoice allow it, Stripe reports that charges are enabled, a balance is outstanding and any required signature is complete. The customer pays from the secure invoice view; Stripe handles the charge and Invoisar updates the payment and invoice status.
How do I record a bank transfer, cash or cheque?
Open the invoice and choose Mark as paid. Enter the amount, method and optional note. You can enter less than the remaining balance; the invoice stays Partially paid until the full balance is covered.
How do automatic reminders work?
Open Settings → Automatic reminders, enable them and choose the supported due-date and overdue schedules. They apply to unpaid invoices. Review the reminder email wording in Settings → Email templates.
How do I invite a team member?
Teams workspace owners or permitted admins can open Team, enter the colleague’s email, choose a role and send the invitation. The colleague joins after accepting the email invitation. Available seats are controlled by the workspace.
Why is Stripe connected but card payment unavailable?
A Stripe account can be connected before it is ready to accept charges. Return to Settings → Payment options and complete any Stripe onboarding shown. Also check that card payments are enabled, the invoice has an outstanding balance, and any required customer signature is complete.
Why did my document number not change?
Open Settings → Titles & numbering and check the prefix and next number for that document type. These changes apply to future documents; saved document numbers are not rewritten.
Where do archived and deleted documents go?
Archive removes a document from the normal working list while keeping it available. Deleted documents move to Trash, where the available restore or delete actions can be used.