InvoiceBoard - Logo
Help
Getting Started with InvoiceBoard

Getting Started with InvoiceBoard

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

Welcome to InvoiceBoard. This guide walks you through the dashboard, helps you set up your business profile, and gets your first invoice out the door.

The Dashboard at a Glance

After signing in you land on the main dashboard. The left sidebar is your primary navigation:

  • Dashboard — your home base, showing total revenue, outstanding amounts, overdue invoices, and a revenue chart.
  • Invoices — create, edit, and manage all your invoices.
  • Quotes — send estimates and convert accepted quotes into invoices.
  • Clients — manage your client list.
  • Business Profiles — manage the business identities that appear on your documents.

The AI Assistant is always available via the floating chat button in the bottom-right corner of the screen.

Step 1 — Create Your Business Profile

Your business profile is the identity that appears as the sender on every invoice and quote.

  1. Go to Business Profiles in the sidebar and click New Profile.
  2. Enter your business name, address, and tax ID (optional).
  3. Upload your logo (PNG or JPG, square recommended, at least 200 × 200 px).
  4. Choose a document template: Classic, Minimal, or Modern.
  5. Pick an accent colour — it applies to headings and table headers in your documents.
  6. Toggle Set as default so it auto-selects on every new document.
  7. Click Save.

Multiple profiles: If you operate under more than one trading name or brand, create a separate profile for each. You can switch between them per document.

Step 2 — Add Your First Client

  1. Go to Clients in the sidebar and click New Client.
  2. Enter the client's name (required) and email address.
  3. Add address and contact details as needed — all other fields are optional.
  4. Click Save.

Clients are stored once and reused across invoices. Their contact details are snapshotted at the point of finalization, so editing a client later never changes a document that has already been issued.

Step 3 — Create Your First Invoice

  1. Go to Invoices and click New Invoice.
  2. Select your Business Profile (the sender) and your Client (the recipient).
  3. Add at least one line item: description, quantity, and rate. Totals are calculated automatically.
  4. Set the currency, tax rate, and due date in the Additional Info card.
  5. The right panel shows a live preview that updates as you type. On mobile, use the Form / Preview toggle to switch between panels.
  6. Click Download PDF at any time to export a copy.
  7. When everything looks right, click Finalize — this assigns the invoice number and generates a shareable link.

Next Steps

All guides