[{"data":1,"prerenderedAt":1585},["ShallowReactive",2],{"help-\u002Fhelp\u002Faccount-settings\u002Fmanaging-your-account":3,"help-sidebar":212},{"id":4,"title":5,"body":6,"category":12,"description":203,"extension":204,"meta":205,"navigation":206,"order":207,"path":208,"seo":209,"stem":210,"__hash__":211},"help\u002Fhelp\u002Faccount-settings\u002Fmanaging-your-account.md","Managing Your Account",{"type":7,"value":8,"toc":193},"minimark",[9,14,23,27,34,50,59,63,69,110,117,121,127,147,151,156,170,174,179],[10,11,13],"h2",{"id":12},"account-settings","Account Settings",[15,16,17,18,22],"p",{},"Manage your Invoify account from the ",[19,20,21],"strong",{},"Settings"," page in the dashboard.",[10,24,26],{"id":25},"personal-information","Personal Information",[15,28,29,30,33],{},"Under ",[19,31,32],{},"Settings > Personal",", you can update:",[35,36,37,41,44,47],"ul",{},[38,39,40],"li",{},"First name and last name",[38,42,43],{},"Phone number",[38,45,46],{},"Language preference",[38,48,49],{},"Timezone",[51,52,53],"blockquote",{},[15,54,55,58],{},[19,56,57],{},"Note:"," Your email address is linked to your account and cannot be changed from this section. Contact support if you need to update it.",[10,60,62],{"id":61},"business-information","Business Information",[15,64,29,65,68],{},[19,66,67],{},"Settings > Billing Info",", configure your business details that appear on invoices:",[35,70,71,77,83,88,92,98,104],{},[38,72,73,76],{},[19,74,75],{},"Entity type",": Individual, Company, or Other",[38,78,79,82],{},[19,80,81],{},"Business name"," (or your full name if sole trader)",[38,84,85],{},[19,86,87],{},"Registered address",[38,89,90],{},[19,91,43],{},[38,93,94,97],{},[19,95,96],{},"Tax ID"," (UTR or Company Number)",[38,99,100,103],{},[19,101,102],{},"VAT number"," (if VAT-registered)",[38,105,106,109],{},[19,107,108],{},"Email address"," for invoice correspondence",[15,111,112,113,116],{},"These details auto-fill the ",[19,114,115],{},"Bill From"," section on every new invoice.",[10,118,120],{"id":119},"security","Security",[15,122,29,123,126],{},[19,124,125],{},"Settings > Security",":",[35,128,129,135,141],{},[38,130,131,134],{},[19,132,133],{},"Change password",": Enter current password and set a new one",[38,136,137,140],{},[19,138,139],{},"Connected accounts",": Manage linked social login providers (Google)",[38,142,143,146],{},[19,144,145],{},"Active sessions",": View and revoke login sessions",[10,148,150],{"id":149},"template-branding","Template & Branding",[15,152,29,153,126],{},[19,154,155],{},"Settings > Template & Branding",[35,157,158,161,164,167],{},[38,159,160],{},"Select your default invoice template",[38,162,163],{},"Upload or configure your logo",[38,165,166],{},"Set default accent colours",[38,168,169],{},"These defaults apply to all new invoices",[10,171,173],{"id":172},"subscription","Subscription",[15,175,29,176,126],{},[19,177,178],{},"Settings > Subscription",[35,180,181,184,187,190],{},[38,182,183],{},"View your current plan (Free or Pro)",[38,185,186],{},"See usage limits and current usage",[38,188,189],{},"Upgrade to Pro or change billing period",[38,191,192],{},"Cancel subscription (end-of-period grace)",{"title":194,"searchDepth":195,"depth":195,"links":196},"",2,[197,198,199,200,201,202],{"id":12,"depth":195,"text":13},{"id":25,"depth":195,"text":26},{"id":61,"depth":195,"text":62},{"id":119,"depth":195,"text":120},{"id":149,"depth":195,"text":150},{"id":172,"depth":195,"text":173},"How to update your profile, business information, and account 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to Create an Invoice",{"type":7,"value":350,"toc":571},[351,355,358,362,374,378,384,397,409,413,420,424,431,445,452,456,489,493,496,518,522,532,536,539],[10,352,354],{"id":353},"creating-your-first-invoice","Creating Your First Invoice",[15,356,357],{},"Invoify makes it easy to create professional, HMRC-compliant invoices in minutes.",[10,359,361],{"id":360},"step-1-open-the-editor","Step 1: Open the Editor",[15,363,364,365,368,369,373],{},"Navigate to ",[19,366,367],{},"Create Invoice"," from the dashboard or visit the public editor at ",[370,371,372],"code",{},"\u002Finvoice\u002Fcreate",". No signup is required to get started.",[10,375,377],{"id":376},"step-2-add-your-details","Step 2: Add Your Details",[15,379,380,381,383],{},"Fill in the ",[19,382,115],{}," section with your business information:",[35,385,386,388,391,394],{},[38,387,81],{},[38,389,390],{},"Address",[38,392,393],{},"Email and phone",[38,395,396],{},"VAT number (if VAT-registered)",[51,398,399],{},[15,400,401,404,405,408],{},[19,402,403],{},"Tip:"," Save time by setting your default billing info in ",[19,406,407],{},"Settings > Billing Information",". It will auto-fill on every new invoice.",[10,410,412],{"id":411},"step-3-add-your-client","Step 3: Add Your Client",[15,414,415,416,419],{},"In the ",[19,417,418],{},"Bill To"," section, enter your client's details or select an existing contact from your address book.",[10,421,423],{"id":422},"step-4-add-line-items","Step 4: Add Line Items",[15,425,426,427,430],{},"Click ",[19,428,429],{},"Add Item"," to add products or services:",[35,432,433,436,439,442],{},[38,434,435],{},"Description",[38,437,438],{},"Quantity",[38,440,441],{},"Unit price",[38,443,444],{},"Tax rate (Standard 20%, Reduced 5%, Zero-rated, or Exempt)",[15,446,447,448,451],{},"You can also select from your ",[19,449,450],{},"Product Catalog"," for frequently used items.",[10,453,455],{"id":454},"step-5-review-and-customise","Step 5: Review and Customise",[35,457,458,465,472,478],{},[38,459,460,461,464],{},"Choose a ",[19,462,463],{},"template"," from the gallery",[38,466,467,468,471],{},"Adjust ",[19,469,470],{},"colours and typography"," to match your brand",[38,473,474,475],{},"Upload your ",[19,476,477],{},"logo",[38,479,480,481,484,485,488],{},"Add ",[19,482,483],{},"payment terms"," and ",[19,486,487],{},"notes"," if needed",[10,490,492],{"id":491},"step-6-issue-and-send","Step 6: Issue and Send",[15,494,495],{},"When you're happy with your invoice:",[497,498,499,505,511],"ol",{},[38,500,426,501,504],{},[19,502,503],{},"Issue"," to finalise the invoice",[38,506,426,507,510],{},[19,508,509],{},"Send"," to deliver it by email",[38,512,513,514,517],{},"Or ",[19,515,516],{},"Download PDF"," for manual delivery",[10,519,521],{"id":520},"invoice-numbering","Invoice Numbering",[15,523,524,525,527,528,531],{},"Invoify automatically numbers your invoices using configurable prefixes. Go to ",[19,526,521],{}," in the dashboard to customise the format (e.g., ",[370,529,530],{},"INV-2026-0001",").",[10,533,535],{"id":534},"document-types","Document Types",[15,537,538],{},"Invoify supports five document types:",[35,540,541,547,553,559,565],{},[38,542,543,546],{},[19,544,545],{},"Invoice"," — Standard sales invoice",[38,548,549,552],{},[19,550,551],{},"Credit Note"," — Issued to correct or refund an invoice",[38,554,555,558],{},[19,556,557],{},"Debit Note"," — Additional charges to an existing invoice",[38,560,561,564],{},[19,562,563],{},"Proforma"," — Quote or estimate (not a tax document)",[38,566,567,570],{},[19,568,569],{},"Receipt"," — Confirmation of payment received",{"title":194,"searchDepth":195,"depth":195,"links":572},[573,574,575,576,577,578,579,580,581],{"id":353,"depth":195,"text":354},{"id":360,"depth":195,"text":361},{"id":376,"depth":195,"text":377},{"id":411,"depth":195,"text":412},{"id":422,"depth":195,"text":423},{"id":454,"depth":195,"text":455},{"id":491,"depth":195,"text":492},{"id":520,"depth":195,"text":521},{"id":534,"depth":195,"text":535},"creating-invoices","Step-by-step guide to creating your first HMRC-compliant invoice with Invoify.",{},"\u002Fhelp\u002Fcreating-invoices\u002Fhow-to-create-an-invoice",{"title":348,"description":583},"help\u002Fcreating-invoices\u002Fhow-to-create-an-invoice","OosNYgvfcBlg8-jHMKwnsQCbUKlMkXMtotr8LYxUZ-c",{"id":590,"title":591,"body":592,"category":658,"description":659,"extension":204,"meta":660,"navigation":206,"order":207,"path":661,"seo":662,"stem":663,"__hash__":664},"help\u002Fhelp\u002Fgetting-started\u002Fsetting-up-your-account.md","Setting Up Your Account",{"type":7,"value":593,"toc":651},[594,598,601,605,611,613,618,630,634,641,645],[10,595,597],{"id":596},"welcome-to-invoify","Welcome to Invoify",[15,599,600],{},"After signing up, here's what to set up first:",[10,602,604],{"id":603},"your-profile","Your Profile",[15,606,607,608,610],{},"Go to ",[19,609,32],{}," to add your name and contact details.",[10,612,62],{"id":61},[15,614,29,615,617],{},[19,616,67],{},", add your:",[35,619,620,622,624,627],{},[38,621,81],{},[38,623,87],{},[38,625,626],{},"VAT registration number (if applicable)",[38,628,629],{},"Company registration number",[10,631,633],{"id":632},"invoice-template","Invoice Template",[15,635,636,637,640],{},"Visit ",[19,638,639],{},"Settings > Templates"," to customise your invoice appearance — logo, colours, layout.",[10,642,644],{"id":643},"tax-rates","Tax Rates",[15,646,647,648,650],{},"Invoify comes with UK VAT rates pre-configured. You can add custom tax rates under ",[19,649,644],{}," if needed.",{"title":194,"searchDepth":195,"depth":195,"links":652},[653,654,655,656,657],{"id":596,"depth":195,"text":597},{"id":603,"depth":195,"text":604},{"id":61,"depth":195,"text":62},{"id":632,"depth":195,"text":633},{"id":643,"depth":195,"text":644},"getting-started","How to configure your Invoify account for the first time.",{},"\u002Fhelp\u002Fgetting-started\u002Fsetting-up-your-account",{"title":591,"description":659},"help\u002Fgetting-started\u002Fsetting-up-your-account","LxCg4bur64ze-ggG7_h4pG5PmtH1vZJnZ1ueB0aRSFE",{"id":666,"title":667,"body":668,"category":834,"description":835,"extension":204,"meta":836,"navigation":206,"order":207,"path":837,"seo":838,"stem":839,"__hash__":840},"help\u002Fhelp\u002Fpayments-reminders\u002Ftracking-payments.md","Tracking Payments",{"type":7,"value":669,"toc":826},[670,674,677,681,721,725,728,739,743,746,769,773,779,795,802,806,809],[10,671,673],{"id":672},"payment-tracking","Payment Tracking",[15,675,676],{},"Invoify helps you keep track of which invoices have been paid, which are outstanding, and which are overdue.",[10,678,680],{"id":679},"recording-a-payment","Recording a Payment",[497,682,683,690,695,698],{},[38,684,685,686,689],{},"Open the invoice from your ",[19,687,688],{},"Invoices"," list",[38,691,426,692],{},[19,693,694],{},"Record Payment",[38,696,697],{},"Enter the amount received and the date",[38,699,700,701],{},"The invoice status updates automatically:\n",[35,702,703,709,715],{},[38,704,705,708],{},[19,706,707],{},"Paid"," — Full amount received",[38,710,711,714],{},[19,712,713],{},"Partially Paid"," — Part of the total received",[38,716,717,720],{},[19,718,719],{},"Overdue"," — Past due date with no payment",[10,722,724],{"id":723},"payment-history","Payment History",[15,726,727],{},"Each invoice maintains a complete payment history showing:",[35,729,730,733,736],{},[38,731,732],{},"Amount and date of each payment",[38,734,735],{},"Running balance",[38,737,738],{},"Payment method notes",[10,740,742],{"id":741},"dashboard-overview","Dashboard Overview",[15,744,745],{},"Your dashboard shows key payment metrics at a glance:",[35,747,748,754,759,764],{},[38,749,750,753],{},[19,751,752],{},"Total invoiced"," this period",[38,755,756],{},[19,757,758],{},"Total collected",[38,760,761],{},[19,762,763],{},"Outstanding amount",[38,765,766],{},[19,767,768],{},"Overdue amount",[10,770,772],{"id":771},"late-payment-interest","Late Payment Interest",[15,774,775,776,126],{},"When a client is late paying, Invoify can calculate statutory interest under the ",[19,777,778],{},"Late Payment of Commercial Debts Act",[35,780,781,784,789,792],{},[38,782,783],{},"Navigate to the invoice detail page",[38,785,426,786],{},[19,787,788],{},"Claim Interest",[38,790,791],{},"The calculator applies the current BOE base rate + 8% statutory margin",[38,793,794],{},"Plus a fixed compensation amount (£40–£100 depending on debt size)",[51,796,797],{},[15,798,799,801],{},[19,800,57],{}," The Late Payment Calculator is available on both Free and Pro plans.",[10,803,805],{"id":804},"payment-reminders-pro","Payment Reminders (Pro)",[15,807,808],{},"With a Pro subscription, you can set up automatic payment reminders:",[35,810,811,817,820,823],{},[38,812,813,814],{},"Configure reminder rules in ",[19,815,816],{},"Settings > Payment Reminders",[38,818,819],{},"Set timing (e.g., 3 days before due, on due date, 7 days after)",[38,821,822],{},"Reminders are sent automatically by email",[38,824,825],{},"Track which reminders have been sent from the invoice detail page",{"title":194,"searchDepth":195,"depth":195,"links":827},[828,829,830,831,832,833],{"id":672,"depth":195,"text":673},{"id":679,"depth":195,"text":680},{"id":723,"depth":195,"text":724},{"id":741,"depth":195,"text":742},{"id":771,"depth":195,"text":772},{"id":804,"depth":195,"text":805},"payments-reminders","How to record payments, track outstanding invoices, and manage your cash flow.",{},"\u002Fhelp\u002Fpayments-reminders\u002Ftracking-payments",{"title":667,"description":835},"help\u002Fpayments-reminders\u002Ftracking-payments","8TZN3qh_ZygwlYfN_WCl7ipGyCUItDw_b6b6jwM4uI4",{"id":842,"title":843,"body":844,"category":917,"description":918,"extension":204,"meta":919,"navigation":206,"order":207,"path":920,"seo":921,"stem":922,"__hash__":923},"help\u002Fhelp\u002Frecurring-billing\u002Fsetting-up-recurring-invoices.md","Setting Up Recurring Invoices",{"type":7,"value":845,"toc":911},[846,850,857,861,886,890,896,900],[10,847,849],{"id":848},"requirements","Requirements",[15,851,852,853,856],{},"Recurring invoices are available on the ",[19,854,855],{},"Pro plan",". Upgrade from Settings > Subscription if you're on the Free plan.",[10,858,860],{"id":859},"creating-a-recurring-invoice","Creating a Recurring Invoice",[497,862,863,866,873,876,879],{},[38,864,865],{},"Create a new invoice as normal",[38,867,868,869,872],{},"Toggle the ",[19,870,871],{},"Recurring"," switch",[38,874,875],{},"Set your frequency: weekly, fortnightly, monthly, quarterly, or custom",[38,877,878],{},"Choose the start date and optionally an end date",[38,880,881,882,885],{},"Enable ",[19,883,884],{},"Auto-send"," if you want invoices delivered automatically",[10,887,889],{"id":888},"managing-recurring-invoices","Managing Recurring Invoices",[15,891,892,893,895],{},"View all your recurring schedules from the ",[19,894,688],{}," page using the Recurring filter. You can pause, edit, or cancel any recurring invoice at any time.",[10,897,899],{"id":898},"important-notes","Important Notes",[35,901,902,905,908],{},[38,903,904],{},"Each generated invoice creates a new tax point for VAT purposes",[38,906,907],{},"Invoice numbers auto-increment based on your prefix settings",[38,909,910],{},"Payment status is tracked independently for each generated invoice",{"title":194,"searchDepth":195,"depth":195,"links":912},[913,914,915,916],{"id":848,"depth":195,"text":849},{"id":859,"depth":195,"text":860},{"id":888,"depth":195,"text":889},{"id":898,"depth":195,"text":899},"recurring-billing","How to automate your invoicing with recurring schedules in Invoify Pro.",{},"\u002Fhelp\u002Frecurring-billing\u002Fsetting-up-recurring-invoices",{"title":843,"description":918},"help\u002Frecurring-billing\u002Fsetting-up-recurring-invoices","ZzmYc7sArdVP1pOTtD7kDwpUMSc2_4CAy2iaHEXOQkc",{"id":925,"title":926,"body":927,"category":982,"description":983,"extension":204,"meta":984,"navigation":206,"order":207,"path":985,"seo":986,"stem":987,"__hash__":988},"help\u002Fhelp\u002Fvat-tax\u002Fuk-vat-rates-explained.md","UK VAT Rates Explained",{"type":7,"value":928,"toc":972},[929,933,936,941,944,948,951,955,958,962,965,969],[10,930,932],{"id":931},"the-four-vat-rates","The Four VAT Rates",[15,934,935],{},"The UK has four VAT categories:",[937,938,940],"h3",{"id":939},"standard-rate-20","Standard Rate (20%)",[15,942,943],{},"Applies to most goods and services. This is the default rate in Invoify.",[937,945,947],{"id":946},"reduced-rate-5","Reduced Rate (5%)",[15,949,950],{},"Applies to specific goods and services including home energy, children's car seats, and sanitary products.",[937,952,954],{"id":953},"zero-rate-0","Zero Rate (0%)",[15,956,957],{},"The item is VAT-taxable but at 0%. Includes most food items, children's clothing, books, and newspapers.",[937,959,961],{"id":960},"exempt-0","Exempt (0%)",[15,963,964],{},"Not subject to VAT at all. Includes insurance, financial services, education, and health services.",[10,966,968],{"id":967},"setting-vat-in-invoify","Setting VAT in Invoify",[15,970,971],{},"When adding products or line items to an invoice, select the appropriate VAT rate from the dropdown. Invoify calculates the VAT amount automatically.",{"title":194,"searchDepth":195,"depth":195,"links":973},[974,981],{"id":931,"depth":195,"text":932,"children":975},[976,978,979,980],{"id":939,"depth":977,"text":940},3,{"id":946,"depth":977,"text":947},{"id":953,"depth":977,"text":954},{"id":960,"depth":977,"text":961},{"id":967,"depth":195,"text":968},"vat-tax","Understanding the four UK VAT rate categories and when to apply each one.",{},"\u002Fhelp\u002Fvat-tax\u002Fuk-vat-rates-explained",{"title":926,"description":983},"help\u002Fvat-tax\u002Fuk-vat-rates-explained","IKRu3qTD5t0jVw800iji4aw8QKO7-ij91As2iS4Dk8s",{"id":990,"title":991,"body":992,"category":12,"description":1191,"extension":204,"meta":1192,"navigation":206,"order":1193,"path":1194,"seo":1195,"stem":1196,"__hash__":1197},"help\u002Fhelp\u002Faccount-settings\u002Fsubscription-and-billing.md","Subscription & Billing",{"type":7,"value":993,"toc":1181},[994,998,1001,1005,1028,1032,1058,1062,1065,1091,1098,1102,1121,1125,1128,1154,1158,1161],[10,995,997],{"id":996},"plans-overview","Plans Overview",[15,999,1000],{},"Invoify offers two plans:",[937,1002,1004],{"id":1003},"free-plan","Free Plan",[35,1006,1007,1013,1016,1019,1022,1025],{},[38,1008,1009,1012],{},[19,1010,1011],{},"Unlimited invoices"," — no invoice count limit",[38,1014,1015],{},"7 contacts and 7 products",[38,1017,1018],{},"£1,200\u002Fmonth billing cap (with 7-day grace period)",[38,1020,1021],{},"5 emails per month",[38,1023,1024],{},"PDF export and late payment calculator",[38,1026,1027],{},"Invoify watermark on invoices",[937,1029,1031],{"id":1030},"pro-plan","Pro Plan",[35,1033,1034,1040,1043,1046,1049,1052,1055],{},[38,1035,1036,1039],{},[19,1037,1038],{},"Everything unlimited"," — contacts, products, billing, emails",[38,1041,1042],{},"Recurring invoices with automatic delivery",[38,1044,1045],{},"Automatic payment reminders",[38,1047,1048],{},"OCR expense capture",[38,1050,1051],{},"Scheduled sends",[38,1053,1054],{},"No watermark",[38,1056,1057],{},"Priority support",[10,1059,1061],{"id":1060},"billing-periods","Billing Periods",[15,1063,1064],{},"Pro is available in four billing periods:",[35,1066,1067,1073,1079,1085],{},[38,1068,1069,1072],{},[19,1070,1071],{},"Monthly"," — £9.99\u002Fmonth",[38,1074,1075,1078],{},[19,1076,1077],{},"Quarterly"," — £8.99\u002Fmonth (billed £26.97 every 3 months)",[38,1080,1081,1084],{},[19,1082,1083],{},"Biannual"," — £7.99\u002Fmonth (billed £47.94 every 6 months)",[38,1086,1087,1090],{},[19,1088,1089],{},"Annual"," — £7.99\u002Fmonth (billed £95.88 per year)",[51,1092,1093],{},[15,1094,1095,1097],{},[19,1096,403],{}," Annual billing saves you up to 20% compared to monthly.",[10,1099,1101],{"id":1100},"upgrading-to-pro","Upgrading to Pro",[497,1103,1104,1109,1112,1115,1118],{},[38,1105,607,1106,1108],{},[19,1107,178],{}," or click any upgrade prompt",[38,1110,1111],{},"You'll be redirected to the checkout page",[38,1113,1114],{},"Select your preferred billing period",[38,1116,1117],{},"Enter your payment details (powered by Stripe)",[38,1119,1120],{},"Your Pro features activate immediately",[10,1122,1124],{"id":1123},"billing-cap-free-plan","Billing Cap (Free Plan)",[15,1126,1127],{},"The Free plan includes a £1,200\u002Fmonth billing cap:",[35,1129,1130,1138,1145,1148,1151],{},[38,1131,1132,1133,484,1135,1137],{},"Only ",[19,1134,545],{},[19,1136,557],{}," types count towards the cap",[38,1139,1140,1141,1144],{},"Credit notes do ",[19,1142,1143],{},"not"," reduce the cap",[38,1146,1147],{},"When the cap is first reached, a 7-day grace period begins",[38,1149,1150],{},"After the grace period, you cannot issue new invoices until the monthly reset",[38,1152,1153],{},"The cap resets on the 1st of each month",[10,1155,1157],{"id":1156},"cancellation","Cancellation",[15,1159,1160],{},"You can cancel your Pro subscription at any time:",[497,1162,1163,1167,1172,1175,1178],{},[38,1164,607,1165],{},[19,1166,178],{},[38,1168,426,1169],{},[19,1170,1171],{},"Cancel Subscription",[38,1173,1174],{},"Your Pro features remain active until the end of the current billing period",[38,1176,1177],{},"After that, your account reverts to the Free plan",[38,1179,1180],{},"No data is lost — all your invoices and contacts are preserved",{"title":194,"searchDepth":195,"depth":195,"links":1182},[1183,1187,1188,1189,1190],{"id":996,"depth":195,"text":997,"children":1184},[1185,1186],{"id":1003,"depth":977,"text":1004},{"id":1030,"depth":977,"text":1031},{"id":1060,"depth":195,"text":1061},{"id":1100,"depth":195,"text":1101},{"id":1123,"depth":195,"text":1124},{"id":1156,"depth":195,"text":1157},"Understanding Invoify's Free and Pro plans, billing, and how to upgrade.",{},1,"\u002Fhelp\u002Faccount-settings\u002Fsubscription-and-billing",{"title":991,"description":1191},"help\u002Faccount-settings\u002Fsubscription-and-billing","q1MNW43nWo7X1XsGhwcEGWWWtBhQBtx87yeItyLuj3c",{"id":1199,"title":1200,"body":1201,"category":582,"description":1329,"extension":204,"meta":1330,"navigation":206,"order":1193,"path":1331,"seo":1332,"stem":1333,"__hash__":1334},"help\u002Fhelp\u002Fcreating-invoices\u002Fcustomising-templates.md","Customising Invoice Templates",{"type":7,"value":1202,"toc":1321},[1203,1207,1210,1214,1235,1238,1242,1245,1259,1263,1266,1277,1281,1284,1304,1311,1315],[10,1204,1206],{"id":1205},"invoice-templates","Invoice Templates",[15,1208,1209],{},"Invoify includes beautiful, professionally designed invoice templates. Each template is fully customisable to match your brand.",[10,1211,1213],{"id":1212},"choosing-a-template","Choosing a Template",[497,1215,1216,1219,1226,1232],{},[38,1217,1218],{},"Open the invoice editor",[38,1220,1221,1222,1225],{},"Click the ",[19,1223,1224],{},"Customise"," panel on the right",[38,1227,1228,1229],{},"Browse the ",[19,1230,1231],{},"Template Gallery",[38,1233,1234],{},"Click any template to apply it instantly",[15,1236,1237],{},"The preview updates in real-time so you can compare templates easily.",[10,1239,1241],{"id":1240},"customising-colours","Customising Colours",[15,1243,1244],{},"Each template supports custom accent colours:",[35,1246,1247,1253,1256],{},[38,1248,426,1249,1252],{},[19,1250,1251],{},"Colours"," in the customisation panel",[38,1254,1255],{},"Choose from preset colour palettes or pick a custom colour",[38,1257,1258],{},"The accent colour applies to headers, borders, and highlights",[10,1260,1262],{"id":1261},"typography","Typography",[15,1264,1265],{},"Adjust the font style to match your brand:",[35,1267,1268,1271,1274],{},[38,1269,1270],{},"Select from available font pairings",[38,1272,1273],{},"Each pairing includes a heading font and a body font",[38,1275,1276],{},"Changes apply to both the editor preview and the final PDF",[10,1278,1280],{"id":1279},"adding-your-logo","Adding Your Logo",[15,1282,1283],{},"Upload your business logo to appear on every invoice:",[35,1285,1286,1291,1294,1301],{},[38,1287,426,1288,1252],{},[19,1289,1290],{},"Logo",[38,1292,1293],{},"Upload an image (PNG, JPG, or SVG recommended)",[38,1295,1296,1297,1300],{},"Or use a ",[19,1298,1299],{},"text logo"," with your business name",[38,1302,1303],{},"Adjust logo size and positioning",[51,1305,1306],{},[15,1307,1308,1310],{},[19,1309,403],{}," For best results, use a logo with a transparent background and at least 300px width.",[10,1312,1314],{"id":1313},"saving-defaults","Saving Defaults",[15,1316,1317,1318,1320],{},"Your template, colours, and logo choices are saved as defaults. Every new invoice will use your preferred settings automatically. You can change defaults in ",[19,1319,155],{},".",{"title":194,"searchDepth":195,"depth":195,"links":1322},[1323,1324,1325,1326,1327,1328],{"id":1205,"depth":195,"text":1206},{"id":1212,"depth":195,"text":1213},{"id":1240,"depth":195,"text":1241},{"id":1261,"depth":195,"text":1262},{"id":1279,"depth":195,"text":1280},{"id":1313,"depth":195,"text":1314},"How to personalise your invoice design with templates, colours, typography, and logos.",{},"\u002Fhelp\u002Fcreating-invoices\u002Fcustomising-templates",{"title":1200,"description":1329},"help\u002Fcreating-invoices\u002Fcustomising-templates","cXWnnW_ASSf4XLY0SRu_aiwMenbEgDOl6dDIWu3E5uc",{"id":1336,"title":1337,"body":1338,"category":658,"description":1409,"extension":204,"meta":1410,"navigation":206,"order":1193,"path":1411,"seo":1412,"stem":1413,"__hash__":1414},"help\u002Fhelp\u002Fgetting-started\u002Fcreate-your-first-invoice.md","Create Your First Invoice",{"type":7,"value":1339,"toc":1402},[1340,1343,1346,1350,1355,1359,1365,1369,1375,1392,1396],[10,1341,1342],{"id":658},"Getting Started",[15,1344,1345],{},"Creating your first invoice with Invoify takes just a few minutes. Follow these steps:",[10,1347,1349],{"id":1348},"step-1-add-your-business-details","Step 1: Add Your Business Details",[15,1351,607,1352,1354],{},[19,1353,67],{}," and fill in your business name, address, and VAT number (if registered).",[10,1356,1358],{"id":1357},"step-2-create-a-contact","Step 2: Create a Contact",[15,1360,364,1361,1364],{},[19,1362,1363],{},"Contacts"," and add your client's details — name, email, address.",[10,1366,1368],{"id":1367},"step-3-create-the-invoice","Step 3: Create the Invoice",[15,1370,426,1371,1374],{},[19,1372,1373],{},"New Invoice"," from the dashboard or invoices page:",[497,1376,1377,1380,1383,1386,1389],{},[38,1378,1379],{},"Select your client from the contact dropdown",[38,1381,1382],{},"Add line items (products\u002Fservices)",[38,1384,1385],{},"Set the appropriate VAT rate for each item",[38,1387,1388],{},"Choose your invoice prefix and number",[38,1390,1391],{},"Set the issue date and due date",[10,1393,1395],{"id":1394},"step-4-preview-and-send","Step 4: Preview and Send",[15,1397,1398,1399,1401],{},"Use the live preview to check everything looks correct, then click ",[19,1400,509],{}," to deliver via email.",{"title":194,"searchDepth":195,"depth":195,"links":1403},[1404,1405,1406,1407,1408],{"id":658,"depth":195,"text":1342},{"id":1348,"depth":195,"text":1349},{"id":1357,"depth":195,"text":1358},{"id":1367,"depth":195,"text":1368},{"id":1394,"depth":195,"text":1395},"Step-by-step guide to creating and sending your first invoice with Invoify.",{},"\u002Fhelp\u002Fgetting-started\u002Fcreate-your-first-invoice",{"title":1337,"description":1409},"help\u002Fgetting-started\u002Fcreate-your-first-invoice","1RqfrOzd1Iry7EvKSR0evcp8Hsqo8D7fCSJetI2Nf_g",{"id":1416,"title":1417,"body":1418,"category":834,"description":1579,"extension":204,"meta":1580,"navigation":206,"order":1193,"path":1581,"seo":1582,"stem":1583,"__hash__":1584},"help\u002Fhelp\u002Fpayments-reminders\u002Fsetting-up-reminders.md","Setting Up Payment Reminders",{"type":7,"value":1419,"toc":1571},[1420,1424,1429,1433,1467,1471,1474,1500,1504,1521,1525,1528,1545,1553,1557,1560],[10,1421,1423],{"id":1422},"automatic-payment-reminders","Automatic Payment Reminders",[15,1425,1426,1427,1320],{},"Payment reminders help you get paid faster by automatically notifying clients about upcoming or overdue invoices. This feature is available on the ",[19,1428,855],{},[10,1430,1432],{"id":1431},"creating-a-reminder-rule","Creating a Reminder Rule",[497,1434,1435,1439,1444],{},[38,1436,607,1437],{},[19,1438,816],{},[38,1440,426,1441],{},[19,1442,1443],{},"Add Reminder Rule",[38,1445,1446,1447],{},"Configure:\n",[35,1448,1449,1455,1461],{},[38,1450,1451,1454],{},[19,1452,1453],{},"Timing",": Before due date, on due date, or after due date",[38,1456,1457,1460],{},[19,1458,1459],{},"Days",": Number of days before\u002Fafter",[38,1462,1463,1466],{},[19,1464,1465],{},"Email template",": Customise the message",[10,1468,1470],{"id":1469},"example-setup","Example Setup",[15,1472,1473],{},"A common reminder schedule:",[35,1475,1476,1482,1488,1494],{},[38,1477,1478,1481],{},[19,1479,1480],{},"3 days before"," due date — Friendly heads-up",[38,1483,1484,1487],{},[19,1485,1486],{},"On due date"," — Payment now due",[38,1489,1490,1493],{},[19,1491,1492],{},"7 days after"," — First overdue notice",[38,1495,1496,1499],{},[19,1497,1498],{},"14 days after"," — Final reminder",[10,1501,1503],{"id":1502},"how-reminders-work","How Reminders Work",[35,1505,1506,1509,1512,1518],{},[38,1507,1508],{},"Reminders are processed automatically each morning (08:00 UTC)",[38,1510,1511],{},"Each reminder is checked against outstanding invoices",[38,1513,1132,1514,1517],{},[19,1515,1516],{},"Issued"," invoices with unpaid balances trigger reminders",[38,1519,1520],{},"Paid and draft invoices are skipped",[10,1522,1524],{"id":1523},"manual-reminders","Manual Reminders",[15,1526,1527],{},"You can also send one-off reminders manually:",[497,1529,1530,1533,1538,1541],{},[38,1531,1532],{},"Open the invoice detail page",[38,1534,426,1535],{},[19,1536,1537],{},"Send Reminder",[38,1539,1540],{},"Customise the email if needed",[38,1542,426,1543],{},[19,1544,509],{},[51,1546,1547],{},[15,1548,1549,1552],{},[19,1550,1551],{},"Important:"," Each reminder email counts towards your monthly email quota. Free plan: 5 emails\u002Fmonth. Pro plan: unlimited.",[10,1554,1556],{"id":1555},"tracking-sent-reminders","Tracking Sent Reminders",[15,1558,1559],{},"View the reminder history for each invoice on its detail page. You can see:",[35,1561,1562,1565,1568],{},[38,1563,1564],{},"When each reminder was sent",[38,1566,1567],{},"Which rule triggered it",[38,1569,1570],{},"Delivery status",{"title":194,"searchDepth":195,"depth":195,"links":1572},[1573,1574,1575,1576,1577,1578],{"id":1422,"depth":195,"text":1423},{"id":1431,"depth":195,"text":1432},{"id":1469,"depth":195,"text":1470},{"id":1502,"depth":195,"text":1503},{"id":1523,"depth":195,"text":1524},{"id":1555,"depth":195,"text":1556},"Configure automatic payment reminders to get paid on time.",{},"\u002Fhelp\u002Fpayments-reminders\u002Fsetting-up-reminders",{"title":1417,"description":1579},"help\u002Fpayments-reminders\u002Fsetting-up-reminders","GmZTJ5pRFzoTdtJrGUhTCQsQ0TM1fAqfhBUUNg93Hdg",1776942879425]