Help & Guide
Everything you need to start creating professional invoices and quotations in minutes.
Go to Products and add the items or services you sell. Enter a name, price in USD, category, and optional description. Products are your building blocks for all documents.
Visit Customers to create a directory of companies or individuals. Store their name, contact person, phone, email and address so they auto-fill on every document.
Open Quotations, select a customer, pick products, choose a currency (prices convert automatically), set VAT% and any discount, then save. Use Preview / Export PDF to send to your client.
Once the client approves, open Invoices and load the quotation. All items, totals, and currency are copied across — finalise and export.
Mark invoices as Paid, Partially Paid, or Overdue. Visit Reports & Tax for revenue summaries, VAT breakdowns, and customer analytics — all converted to USD.
Products
Manage your entire catalog — names, USD prices, categories, and descriptions. Products auto-populate on quotations and invoices.
Open Products ›Customers
Store company and individual contacts. Full address book with phone, email, and address — instantly available when creating documents.
Open Customers ›Quotations
Build detailed quotes with line items, per-document currency, VAT, and discounts. Preview as PDF or export directly to share with clients.
Open Quotations ›Invoices
Generate numbered invoices manually or from quotations. Track status (Draft → Paid), add payment notes, and export professional PDFs.
Open Invoices ›Reports & Tax
Revenue KPIs, VAT month-by-month, top customers, payment status breakdown, and full invoice detail — all summarised in USD.
Open Reports ›Currencies
Define currencies and their USD exchange rates. Prices convert automatically on quotations when you switch currency. Rates are frozen per document.
Manage Currencies ›Export Backups Often
Use the Export Backup button inside Products, Customers, Quotations and Invoices. Save the JSON file somewhere safe — it restores everything instantly.
Prices Auto-Convert
Products are stored in USD. Switching currency on a quotation converts all item prices live. The rate is frozen at save time so historical docs never change.
Works 100% Offline
All data is stored locally on your device. No internet required after first load — perfect for low-connectivity environments.
Customise Your Branding
Open Settings → Branding to upload your logo, set company name, address, payment terms, footer text, and choose a document template colour.
PDF Export
Use Preview / Export PDF on any quotation or invoice. On Android the PDF saves to Downloads. On Windows it opens in your default PDF viewer.