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Help Center

Guides and how-tos for getting the most out of the platform.

Using the AI Invoice Assistant

Let the AI create drafts, find clients, and manage invoices through natural language.

May 28, 2026

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Clients & Business Profiles

Manage your client list, create multiple business identities, and customise invoice branding.

May 28, 2026

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Getting Started with InvoiceBoard

Set up your account, configure your business profile, and send your first invoice.

May 28, 2026

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Invoices & Quotes

Create, edit, finalize, and send invoices and quotes. Understand statuses and recurring billing.

May 28, 2026

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Tracking Payments & Invoice Statuses

Understand invoice statuses, record payments, and monitor overdue invoices from the dashboard.

May 28, 2026

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