General
Getting started and finding your way
Should I use an invoice, estimate, proposal, or payment link?
Choose the document that fits the next step with your customer.
How do I review dashboard totals and pending work?
Read the dashboard with the selected business, reporting period, and currency in mind.
How do I find records with search, filters, and sorting?
Clear the current scope before assuming that a record is missing.
How do I use Invoice Crowd on a phone or tablet?
Use the compact controls to work with lists and documents on a phone.
How do I follow the setup guide to my first invoice?
Use the dashboard guide to work through the first saved setup steps.
How do I set up my business before sending my first invoice?
Set your identity, document defaults, and payment choices before preparing a customer invoice.
Your account, business profiles, and plan
How do I request account closure?
Ask support to review an account closure request and its scope.
Where do I find notifications and choose which updates I receive?
Use separate choices for in-app alerts and notification emails.
How do I reset my password or recover account access?
Use the sign-in recovery flow if you cannot access your account.
How do customer limits work, and what are my options?
Check the customer allowance before deciding how to add more contacts.
How do I download a receipt for my Invoice Crowd subscription?
Download the receipt for a payment to Invoice Crowd itself.
How do I change my plan or cancel its renewal?
Review the new price and the date a change takes effect before changing your plan.
How do I check my plan, renewal date, and usage limits?
Review what your account includes and when its current paid period ends.
How do I set up a custom domain for customer documents?
Connect an eligible business’s customer documents to a domain you control.
How do I customize customer pages and add a business signature?
Choose a customer-page style and an authorized business signatory.
How do I change the address, tax ID, and contact details on documents?
Update the business details that new customer documents start with.
Customers, vendors, and team access
How do I check my permissions as a team member?
See the role and businesses currently available to your team login.
How do I choose which businesses a team member can access?
Choose which businesses a teammate may work in.
How do I remove a team member's access?
Remove future team access while preserving the work already recorded.
How do I add a customer with or without an email address?
A customer can be saved before you know their email address.
Where can I find a customer's documents, payments, and balance?
Use the customer’s workspace and statement to review what they owe and what has already been recorded.
How do I update a customer's billing details?
Confirm the customer and business before changing billing details.
How do I add a vendor and check what I owe them?
Create a vendor record for a supplier you buy from.
How do I invite a team member and set their permissions?
Invite a colleague with the role and business access their work requires.
Where can I find a vendor's bills, orders, credits, and payments?
Start from one supplier when you need to trace a purchase or payment.
How do I limit a team member to selected customers?
Let a teammate work with specific customers rather than the entire customer list.
Products, services, inventory, and importing records
How do I import paid invoices without emailing customers?
Invoice imports do not email customers. A Payment Date records an actual receipt.
How do I import customers, vendors, or items?
Review what the importer will create or change before applying it.
How do I import invoices without duplicating invoice numbers?
An invoice number already used in the selected business is skipped rather than updated.
How do I correct rejected import rows?
Read the saved result before deciding which rows to submit again.
How do I update existing items by SKU from a spreadsheet?
Use an item’s SKU or exported Item ID to update it deliberately.
How do I adjust stock and review stock movements?
Use an inventory adjustment for a genuine difference found when counting stock.
How do I prepare and map a spreadsheet for import?
Start with the sample for the record type you are importing.
How do I read the Inventory Summary report?
Review the stock on hand and recorded value for the selected business.
Where do I check a product's unit, price, tax, and available quantity?
Review the saved item separately from the rate used on a particular invoice.
How do I turn on inventory tracking and check stock levels?
Track quantities for products you sell or buy. Start with the date from which stock should be counted.
AI help and drafting
How do I create expense drafts from receipts with the AI Assistant?
Attach receipt files to AI Assistant and check every suggested expense before saving.
How do I create project time entries from meeting notes with AI?
Turn work notes into reviewed time entries for existing project tasks.
How do I ask the AI Assistant about balances and reports?
Ask AI Assistant for permitted balances and reports in the selected business.
How do I review and confirm an AI Assistant action?
Read the proposed action before allowing AI Assistant to save a supported change.
How do I check AI credits, access, and attachment limits?
Check your account allowance and the file limits shown before using AI Assistant.
How do I draft and review a proposal with AI?
Build an editable proposal from your customer brief, then check every page before sending.
How do I improve one proposal section with AI?
Ask AI Assistant for a focused proposal edit while keeping the rest of the document intact.
How do I draft an agreement with AI and review its terms?
Use your approved agreement wording and review the resulting document before asking anyone to sign.
How do I create reusable proposal sections or templates with AI?
Save reusable proposal material after reviewing it, so future proposals start with your own wording and design.
How do I draft an invoice or estimate with AI?
Give AI Assistant the work details to prepare an unsent invoice or estimate for review.
Customer and vendor portals
Where can I find purchase orders, bills, payments, and credits as a vendor?
The vendor portal shows records shared by the business that invited you.
How do I remove customer or vendor portal access?
Removing a portal grant stops that contact’s portal access while keeping the business records.
How do I sign in to the customer portal and find my invoices and receipts?
Your customer portal brings together the documents a business has shared with you.
How do I review an estimate or proposal in the customer portal?
Review the saved offer before approving or signing it.
Where can I find recurring invoices, payment links, and credit notes as a client?
The menu shows the sections the business has allowed you to view.
How do I find my project's tasks, hours, and deliveries as a client?
A shared project lets you review the work the business has made available to you.
Why can I not pay or approve a document in the customer portal?
Payment and approval buttons depend on the document’s current state.
How do I invite a vendor and set their portal access?
Give a supplier access to their own purchase documents.
How do I invite a customer to their portal?
Invite a customer to see their own documents and permitted project information.
Connected apps, automation, and developers
How do I create a Developer API key and find the API reference?
Use a Developer API key for software you control, scoped to one business.
How do I use the API to read records or create a draft?
Start with a read request and review the exact draft fields before allowing software to create records.
How do I resolve API key, permission, or request-limit errors?
Check the key and the actual error before retrying a request.
How do I connect Zapier or Pabbly to a business profile?
Connect an offered automation app to the business it should use.
How do I send an event to another app with a webhook?
A webhook tells your receiving app when a selected event happens.
How do I reconnect an automation after a password reset?
A password change can stop keys or ask a connected app to sign in again.
How do I export invoices for QuickBooks or Xero?
Download a compatible invoice pack and review the destination mappings before importing it.
How do I transfer accounting data without duplicate entries?
An automated accounting transfer needs a connector you or your developer configure.
Should I use an AI connection, the Developer API, or an automation?
Choose the connection that matches the software and work you want to use.
Which plans and permissions allow MCP and Developer API access?
External access depends on both your current account eligibility and the access granted to the connection.