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.