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Plain answers about InvoiceTools, with the real button names. Search below, or pick a topic.
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35 articles in 7 topics
Start here
Your first document, your trade, your template and your phone.
5 articles
Build the document
Logo, currency, tax, deposits and late fee wording.
4 articles
Send and track
Links, downloads, edits after sending and the client portal.
5 articles
Get paid
Pay now, reminders, part payments and recurring invoices.
- Add a late fee
- Take payment with Pay now
- Send payment reminders
- Record a part payment
- Set up recurring invoices
5 articles
Manage your documents
Turn quotes into invoices, duplicate and void.
3 articles
Account and connections
Password, deleting your account and Zapier.
3 articles
Fix a problem
Downloads, logos, links, emails, reminders, totals and currency.
- Download does not start
- Unsaved invoice disappeared
- Logo does not show
- Template asks me to sign in
- Send and track does not work
- Client did not get the email
- Reminder was not sent
- Client cannot pay online
- Tax or totals look wrong
- Currency symbol looks wrong
10 articles
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