[{"data":1,"prerenderedAt":1543},["ShallowReactive",2],{"help-\u002Fhelp\u002Fcreating-invoices\u002Fcustomising-templates":3,"help-sidebar":157},{"id":4,"title":5,"body":6,"category":147,"description":148,"extension":149,"meta":150,"navigation":151,"order":152,"path":153,"seo":154,"stem":155,"__hash__":156},"help\u002Fhelp\u002Fcreating-invoices\u002Fcustomising-templates.md","Customising Invoice Templates",{"type":7,"value":8,"toc":137},"minimark",[9,14,18,22,46,49,53,56,72,76,79,90,94,97,117,126,130],[10,11,13],"h2",{"id":12},"invoice-templates","Invoice Templates",[15,16,17],"p",{},"Invoify includes beautiful, professionally designed invoice templates. Each template is fully customisable to match your brand.",[10,19,21],{"id":20},"choosing-a-template","Choosing a Template",[23,24,25,29,37,43],"ol",{},[26,27,28],"li",{},"Open the invoice editor",[26,30,31,32,36],{},"Click the ",[33,34,35],"strong",{},"Customise"," panel on the right",[26,38,39,40],{},"Browse the ",[33,41,42],{},"Template Gallery",[26,44,45],{},"Click any template to apply it instantly",[15,47,48],{},"The preview updates in real-time so you can compare templates easily.",[10,50,52],{"id":51},"customising-colours","Customising Colours",[15,54,55],{},"Each template supports custom accent colours:",[57,58,59,66,69],"ul",{},[26,60,61,62,65],{},"Click ",[33,63,64],{},"Colours"," in the customisation panel",[26,67,68],{},"Choose from preset colour palettes or pick a custom colour",[26,70,71],{},"The accent colour applies to headers, borders, and highlights",[10,73,75],{"id":74},"typography","Typography",[15,77,78],{},"Adjust the font style to match your brand:",[57,80,81,84,87],{},[26,82,83],{},"Select from available font pairings",[26,85,86],{},"Each pairing includes a heading font and a body font",[26,88,89],{},"Changes apply to both the editor preview and the final PDF",[10,91,93],{"id":92},"adding-your-logo","Adding Your Logo",[15,95,96],{},"Upload your business logo to appear on every invoice:",[57,98,99,104,107,114],{},[26,100,61,101,65],{},[33,102,103],{},"Logo",[26,105,106],{},"Upload an image (PNG, JPG, or SVG recommended)",[26,108,109,110,113],{},"Or use a ",[33,111,112],{},"text logo"," with your business name",[26,115,116],{},"Adjust logo size and positioning",[118,119,120],"blockquote",{},[15,121,122,125],{},[33,123,124],{},"Tip:"," For best results, use a logo with a transparent background and at least 300px width.",[10,127,129],{"id":128},"saving-defaults","Saving Defaults",[15,131,132,133,136],{},"Your template, colours, and logo choices are saved as defaults. Every new invoice will use your preferred settings automatically. You can change defaults in ",[33,134,135],{},"Settings > Template & Branding",".",{"title":138,"searchDepth":139,"depth":139,"links":140},"",2,[141,142,143,144,145,146],{"id":12,"depth":139,"text":13},{"id":20,"depth":139,"text":21},{"id":51,"depth":139,"text":52},{"id":74,"depth":139,"text":75},{"id":92,"depth":139,"text":93},{"id":128,"depth":139,"text":129},"creating-invoices","How to personalise your invoice design with templates, colours, typography, and logos.","md",{},true,1,"\u002Fhelp\u002Fcreating-invoices\u002Fcustomising-templates",{"title":5,"description":148},"help\u002Fcreating-invoices\u002Fcustomising-templates","cXWnnW_ASSf4XLY0SRu_aiwMenbEgDOl6dDIWu3E5uc",[158,355,594,670,846,929,994,1202,1293,1373],{"id":159,"title":160,"body":161,"category":165,"description":348,"extension":149,"meta":349,"navigation":151,"order":350,"path":351,"seo":352,"stem":353,"__hash__":354},"help\u002Fhelp\u002Faccount-settings\u002Fmanaging-your-account.md","Managing Your Account",{"type":7,"value":162,"toc":340},[163,167,174,178,185,199,207,211,217,258,265,269,275,295,299,303,317,321,326],[10,164,166],{"id":165},"account-settings","Account Settings",[15,168,169,170,173],{},"Manage your Invoify account from the ",[33,171,172],{},"Settings"," page in the dashboard.",[10,175,177],{"id":176},"personal-information","Personal Information",[15,179,180,181,184],{},"Under ",[33,182,183],{},"Settings > Personal",", you can update:",[57,186,187,190,193,196],{},[26,188,189],{},"First name and last name",[26,191,192],{},"Phone number",[26,194,195],{},"Language preference",[26,197,198],{},"Timezone",[118,200,201],{},[15,202,203,206],{},[33,204,205],{},"Note:"," Your email address is linked to your account and cannot be changed from this section. Contact support if you need to update it.",[10,208,210],{"id":209},"business-information","Business Information",[15,212,180,213,216],{},[33,214,215],{},"Settings > Billing Info",", configure your business details that appear on invoices:",[57,218,219,225,231,236,240,246,252],{},[26,220,221,224],{},[33,222,223],{},"Entity type",": Individual, Company, or Other",[26,226,227,230],{},[33,228,229],{},"Business name"," (or your full name if sole trader)",[26,232,233],{},[33,234,235],{},"Registered address",[26,237,238],{},[33,239,192],{},[26,241,242,245],{},[33,243,244],{},"Tax ID"," (UTR or Company Number)",[26,247,248,251],{},[33,249,250],{},"VAT number"," (if VAT-registered)",[26,253,254,257],{},[33,255,256],{},"Email address"," for invoice correspondence",[15,259,260,261,264],{},"These details auto-fill the ",[33,262,263],{},"Bill From"," section on every new invoice.",[10,266,268],{"id":267},"security","Security",[15,270,180,271,274],{},[33,272,273],{},"Settings > Security",":",[57,276,277,283,289],{},[26,278,279,282],{},[33,280,281],{},"Change password",": Enter current password and set a new one",[26,284,285,288],{},[33,286,287],{},"Connected accounts",": Manage linked social login providers (Google)",[26,290,291,294],{},[33,292,293],{},"Active sessions",": View and revoke login sessions",[10,296,298],{"id":297},"template-branding","Template & Branding",[15,300,180,301,274],{},[33,302,135],{},[57,304,305,308,311,314],{},[26,306,307],{},"Select your default invoice template",[26,309,310],{},"Upload or configure your logo",[26,312,313],{},"Set default accent colours",[26,315,316],{},"These defaults apply to all new invoices",[10,318,320],{"id":319},"subscription","Subscription",[15,322,180,323,274],{},[33,324,325],{},"Settings > Subscription",[57,327,328,331,334,337],{},[26,329,330],{},"View your current plan (Free or Pro)",[26,332,333],{},"See usage limits and current usage",[26,335,336],{},"Upgrade to Pro or change billing period",[26,338,339],{},"Cancel subscription (end-of-period grace)",{"title":138,"searchDepth":139,"depth":139,"links":341},[342,343,344,345,346,347],{"id":165,"depth":139,"text":166},{"id":176,"depth":139,"text":177},{"id":209,"depth":139,"text":210},{"id":267,"depth":139,"text":268},{"id":297,"depth":139,"text":298},{"id":319,"depth":139,"text":320},"How to update your profile, business information, and account settings.",{},0,"\u002Fhelp\u002Faccount-settings\u002Fmanaging-your-account",{"title":160,"description":348},"help\u002Faccount-settings\u002Fmanaging-your-account","D6GRnUFNzxWN0Ugr5tXU47MzRt3tU_RYXZfc8nr5AdU",{"id":356,"title":357,"body":358,"category":147,"description":588,"extension":149,"meta":589,"navigation":151,"order":350,"path":590,"seo":591,"stem":592,"__hash__":593},"help\u002Fhelp\u002Fcreating-invoices\u002Fhow-to-create-an-invoice.md","How to Create an Invoice",{"type":7,"value":359,"toc":577},[360,364,367,371,383,387,393,406,417,421,428,432,438,452,459,463,496,500,503,524,528,538,542,545],[10,361,363],{"id":362},"creating-your-first-invoice","Creating Your First Invoice",[15,365,366],{},"Invoify makes it easy to create professional, HMRC-compliant invoices in minutes.",[10,368,370],{"id":369},"step-1-open-the-editor","Step 1: Open the Editor",[15,372,373,374,377,378,382],{},"Navigate to ",[33,375,376],{},"Create Invoice"," from the dashboard or visit the public editor at ",[379,380,381],"code",{},"\u002Finvoice\u002Fcreate",". No signup is required to get started.",[10,384,386],{"id":385},"step-2-add-your-details","Step 2: Add Your Details",[15,388,389,390,392],{},"Fill in the ",[33,391,263],{}," section with your business information:",[57,394,395,397,400,403],{},[26,396,229],{},[26,398,399],{},"Address",[26,401,402],{},"Email and phone",[26,404,405],{},"VAT number (if VAT-registered)",[118,407,408],{},[15,409,410,412,413,416],{},[33,411,124],{}," Save time by setting your default billing info in ",[33,414,415],{},"Settings > Billing Information",". It will auto-fill on every new invoice.",[10,418,420],{"id":419},"step-3-add-your-client","Step 3: Add Your Client",[15,422,423,424,427],{},"In the ",[33,425,426],{},"Bill To"," section, enter your client's details or select an existing contact from your address book.",[10,429,431],{"id":430},"step-4-add-line-items","Step 4: Add Line Items",[15,433,61,434,437],{},[33,435,436],{},"Add Item"," to add products or services:",[57,439,440,443,446,449],{},[26,441,442],{},"Description",[26,444,445],{},"Quantity",[26,447,448],{},"Unit price",[26,450,451],{},"Tax rate (Standard 20%, Reduced 5%, Zero-rated, or Exempt)",[15,453,454,455,458],{},"You can also select from your ",[33,456,457],{},"Product Catalog"," for frequently used items.",[10,460,462],{"id":461},"step-5-review-and-customise","Step 5: Review and Customise",[57,464,465,472,479,485],{},[26,466,467,468,471],{},"Choose a ",[33,469,470],{},"template"," from the gallery",[26,473,474,475,478],{},"Adjust ",[33,476,477],{},"colours and typography"," to match your brand",[26,480,481,482],{},"Upload your ",[33,483,484],{},"logo",[26,486,487,488,491,492,495],{},"Add ",[33,489,490],{},"payment terms"," and ",[33,493,494],{},"notes"," if needed",[10,497,499],{"id":498},"step-6-issue-and-send","Step 6: Issue and Send",[15,501,502],{},"When you're happy with your invoice:",[23,504,505,511,517],{},[26,506,61,507,510],{},[33,508,509],{},"Issue"," to finalise the invoice",[26,512,61,513,516],{},[33,514,515],{},"Send"," to deliver it by email",[26,518,519,520,523],{},"Or ",[33,521,522],{},"Download PDF"," for manual delivery",[10,525,527],{"id":526},"invoice-numbering","Invoice Numbering",[15,529,530,531,533,534,537],{},"Invoify automatically numbers your invoices using configurable prefixes. Go to ",[33,532,527],{}," in the dashboard to customise the format (e.g., ",[379,535,536],{},"INV-2026-0001",").",[10,539,541],{"id":540},"document-types","Document Types",[15,543,544],{},"Invoify supports five document types:",[57,546,547,553,559,565,571],{},[26,548,549,552],{},[33,550,551],{},"Invoice"," — Standard sales invoice",[26,554,555,558],{},[33,556,557],{},"Credit Note"," — Issued to correct or refund an invoice",[26,560,561,564],{},[33,562,563],{},"Debit Note"," — Additional charges to an existing invoice",[26,566,567,570],{},[33,568,569],{},"Proforma"," — Quote or estimate (not a tax document)",[26,572,573,576],{},[33,574,575],{},"Receipt"," — Confirmation of payment received",{"title":138,"searchDepth":139,"depth":139,"links":578},[579,580,581,582,583,584,585,586,587],{"id":362,"depth":139,"text":363},{"id":369,"depth":139,"text":370},{"id":385,"depth":139,"text":386},{"id":419,"depth":139,"text":420},{"id":430,"depth":139,"text":431},{"id":461,"depth":139,"text":462},{"id":498,"depth":139,"text":499},{"id":526,"depth":139,"text":527},{"id":540,"depth":139,"text":541},"Step-by-step guide to creating your first HMRC-compliant invoice with Invoify.",{},"\u002Fhelp\u002Fcreating-invoices\u002Fhow-to-create-an-invoice",{"title":357,"description":588},"help\u002Fcreating-invoices\u002Fhow-to-create-an-invoice","OosNYgvfcBlg8-jHMKwnsQCbUKlMkXMtotr8LYxUZ-c",{"id":595,"title":596,"body":597,"category":663,"description":664,"extension":149,"meta":665,"navigation":151,"order":350,"path":666,"seo":667,"stem":668,"__hash__":669},"help\u002Fhelp\u002Fgetting-started\u002Fsetting-up-your-account.md","Setting Up Your Account",{"type":7,"value":598,"toc":656},[599,603,606,610,616,618,623,635,639,646,650],[10,600,602],{"id":601},"welcome-to-invoify","Welcome to Invoify",[15,604,605],{},"After signing up, here's what to set up first:",[10,607,609],{"id":608},"your-profile","Your Profile",[15,611,612,613,615],{},"Go to ",[33,614,183],{}," to add your name and contact details.",[10,617,210],{"id":209},[15,619,180,620,622],{},[33,621,215],{},", add your:",[57,624,625,627,629,632],{},[26,626,229],{},[26,628,235],{},[26,630,631],{},"VAT registration number (if applicable)",[26,633,634],{},"Company registration number",[10,636,638],{"id":637},"invoice-template","Invoice Template",[15,640,641,642,645],{},"Visit ",[33,643,644],{},"Settings > Templates"," to customise your invoice appearance — logo, colours, layout.",[10,647,649],{"id":648},"tax-rates","Tax Rates",[15,651,652,653,655],{},"Invoify comes with UK VAT rates pre-configured. You can add custom tax rates under ",[33,654,649],{}," if needed.",{"title":138,"searchDepth":139,"depth":139,"links":657},[658,659,660,661,662],{"id":601,"depth":139,"text":602},{"id":608,"depth":139,"text":609},{"id":209,"depth":139,"text":210},{"id":637,"depth":139,"text":638},{"id":648,"depth":139,"text":649},"getting-started","How to configure your Invoify account for the first time.",{},"\u002Fhelp\u002Fgetting-started\u002Fsetting-up-your-account",{"title":596,"description":664},"help\u002Fgetting-started\u002Fsetting-up-your-account","LxCg4bur64ze-ggG7_h4pG5PmtH1vZJnZ1ueB0aRSFE",{"id":671,"title":672,"body":673,"category":839,"description":840,"extension":149,"meta":841,"navigation":151,"order":350,"path":842,"seo":843,"stem":844,"__hash__":845},"help\u002Fhelp\u002Fpayments-reminders\u002Ftracking-payments.md","Tracking Payments",{"type":7,"value":674,"toc":831},[675,679,682,686,726,730,733,744,748,751,774,778,784,800,807,811,814],[10,676,678],{"id":677},"payment-tracking","Payment Tracking",[15,680,681],{},"Invoify helps you keep track of which invoices have been paid, which are outstanding, and which are overdue.",[10,683,685],{"id":684},"recording-a-payment","Recording a Payment",[23,687,688,695,700,703],{},[26,689,690,691,694],{},"Open the invoice from your ",[33,692,693],{},"Invoices"," list",[26,696,61,697],{},[33,698,699],{},"Record Payment",[26,701,702],{},"Enter the amount received and the date",[26,704,705,706],{},"The invoice status updates automatically:\n",[57,707,708,714,720],{},[26,709,710,713],{},[33,711,712],{},"Paid"," — Full amount received",[26,715,716,719],{},[33,717,718],{},"Partially Paid"," — Part of the total received",[26,721,722,725],{},[33,723,724],{},"Overdue"," — Past due date with no payment",[10,727,729],{"id":728},"payment-history","Payment History",[15,731,732],{},"Each invoice maintains a complete payment history showing:",[57,734,735,738,741],{},[26,736,737],{},"Amount and date of each payment",[26,739,740],{},"Running balance",[26,742,743],{},"Payment method notes",[10,745,747],{"id":746},"dashboard-overview","Dashboard Overview",[15,749,750],{},"Your dashboard shows key payment metrics at a glance:",[57,752,753,759,764,769],{},[26,754,755,758],{},[33,756,757],{},"Total invoiced"," this period",[26,760,761],{},[33,762,763],{},"Total collected",[26,765,766],{},[33,767,768],{},"Outstanding amount",[26,770,771],{},[33,772,773],{},"Overdue amount",[10,775,777],{"id":776},"late-payment-interest","Late Payment Interest",[15,779,780,781,274],{},"When a client is late paying, Invoify can calculate statutory interest under the ",[33,782,783],{},"Late Payment of Commercial Debts Act",[57,785,786,789,794,797],{},[26,787,788],{},"Navigate to the invoice detail page",[26,790,61,791],{},[33,792,793],{},"Claim Interest",[26,795,796],{},"The calculator applies the current BOE base rate + 8% statutory margin",[26,798,799],{},"Plus a fixed compensation amount (£40–£100 depending on debt size)",[118,801,802],{},[15,803,804,806],{},[33,805,205],{}," The Late Payment Calculator is available on both Free and Pro plans.",[10,808,810],{"id":809},"payment-reminders-pro","Payment Reminders (Pro)",[15,812,813],{},"With a Pro subscription, you can set up automatic payment reminders:",[57,815,816,822,825,828],{},[26,817,818,819],{},"Configure reminder rules in ",[33,820,821],{},"Settings > Payment Reminders",[26,823,824],{},"Set timing (e.g., 3 days before due, on due date, 7 days after)",[26,826,827],{},"Reminders are sent automatically by email",[26,829,830],{},"Track which reminders have been sent from the invoice detail page",{"title":138,"searchDepth":139,"depth":139,"links":832},[833,834,835,836,837,838],{"id":677,"depth":139,"text":678},{"id":684,"depth":139,"text":685},{"id":728,"depth":139,"text":729},{"id":746,"depth":139,"text":747},{"id":776,"depth":139,"text":777},{"id":809,"depth":139,"text":810},"payments-reminders","How to record payments, track outstanding invoices, and manage your cash flow.",{},"\u002Fhelp\u002Fpayments-reminders\u002Ftracking-payments",{"title":672,"description":840},"help\u002Fpayments-reminders\u002Ftracking-payments","8TZN3qh_ZygwlYfN_WCl7ipGyCUItDw_b6b6jwM4uI4",{"id":847,"title":848,"body":849,"category":922,"description":923,"extension":149,"meta":924,"navigation":151,"order":350,"path":925,"seo":926,"stem":927,"__hash__":928},"help\u002Fhelp\u002Frecurring-billing\u002Fsetting-up-recurring-invoices.md","Setting Up Recurring Invoices",{"type":7,"value":850,"toc":916},[851,855,862,866,891,895,901,905],[10,852,854],{"id":853},"requirements","Requirements",[15,856,857,858,861],{},"Recurring invoices are available on the ",[33,859,860],{},"Pro plan",". Upgrade from Settings > Subscription if you're on the Free plan.",[10,863,865],{"id":864},"creating-a-recurring-invoice","Creating a Recurring Invoice",[23,867,868,871,878,881,884],{},[26,869,870],{},"Create a new invoice as normal",[26,872,873,874,877],{},"Toggle the ",[33,875,876],{},"Recurring"," switch",[26,879,880],{},"Set your frequency: weekly, fortnightly, monthly, quarterly, or custom",[26,882,883],{},"Choose the start date and optionally an end date",[26,885,886,887,890],{},"Enable ",[33,888,889],{},"Auto-send"," if you want invoices delivered automatically",[10,892,894],{"id":893},"managing-recurring-invoices","Managing Recurring Invoices",[15,896,897,898,900],{},"View all your recurring schedules from the ",[33,899,693],{}," page using the Recurring filter. You can pause, edit, or cancel any recurring invoice at any time.",[10,902,904],{"id":903},"important-notes","Important Notes",[57,906,907,910,913],{},[26,908,909],{},"Each generated invoice creates a new tax point for VAT purposes",[26,911,912],{},"Invoice numbers auto-increment based on your prefix settings",[26,914,915],{},"Payment status is tracked independently for each generated invoice",{"title":138,"searchDepth":139,"depth":139,"links":917},[918,919,920,921],{"id":853,"depth":139,"text":854},{"id":864,"depth":139,"text":865},{"id":893,"depth":139,"text":894},{"id":903,"depth":139,"text":904},"recurring-billing","How to automate your invoicing with recurring schedules in Invoify Pro.",{},"\u002Fhelp\u002Frecurring-billing\u002Fsetting-up-recurring-invoices",{"title":848,"description":923},"help\u002Frecurring-billing\u002Fsetting-up-recurring-invoices","ZzmYc7sArdVP1pOTtD7kDwpUMSc2_4CAy2iaHEXOQkc",{"id":930,"title":931,"body":932,"category":987,"description":988,"extension":149,"meta":989,"navigation":151,"order":350,"path":990,"seo":991,"stem":992,"__hash__":993},"help\u002Fhelp\u002Fvat-tax\u002Fuk-vat-rates-explained.md","UK VAT Rates Explained",{"type":7,"value":933,"toc":977},[934,938,941,946,949,953,956,960,963,967,970,974],[10,935,937],{"id":936},"the-four-vat-rates","The Four VAT Rates",[15,939,940],{},"The UK has four VAT categories:",[942,943,945],"h3",{"id":944},"standard-rate-20","Standard Rate (20%)",[15,947,948],{},"Applies to most goods and services. This is the default rate in Invoify.",[942,950,952],{"id":951},"reduced-rate-5","Reduced Rate (5%)",[15,954,955],{},"Applies to specific goods and services including home energy, children's car seats, and sanitary products.",[942,957,959],{"id":958},"zero-rate-0","Zero Rate (0%)",[15,961,962],{},"The item is VAT-taxable but at 0%. Includes most food items, children's clothing, books, and newspapers.",[942,964,966],{"id":965},"exempt-0","Exempt (0%)",[15,968,969],{},"Not subject to VAT at all. Includes insurance, financial services, education, and health services.",[10,971,973],{"id":972},"setting-vat-in-invoify","Setting VAT in Invoify",[15,975,976],{},"When adding products or line items to an invoice, select the appropriate VAT rate from the dropdown. Invoify calculates the VAT amount automatically.",{"title":138,"searchDepth":139,"depth":139,"links":978},[979,986],{"id":936,"depth":139,"text":937,"children":980},[981,983,984,985],{"id":944,"depth":982,"text":945},3,{"id":951,"depth":982,"text":952},{"id":958,"depth":982,"text":959},{"id":965,"depth":982,"text":966},{"id":972,"depth":139,"text":973},"vat-tax","Understanding the four UK VAT rate categories and when to apply each one.",{},"\u002Fhelp\u002Fvat-tax\u002Fuk-vat-rates-explained",{"title":931,"description":988},"help\u002Fvat-tax\u002Fuk-vat-rates-explained","IKRu3qTD5t0jVw800iji4aw8QKO7-ij91As2iS4Dk8s",{"id":995,"title":996,"body":997,"category":165,"description":1196,"extension":149,"meta":1197,"navigation":151,"order":152,"path":1198,"seo":1199,"stem":1200,"__hash__":1201},"help\u002Fhelp\u002Faccount-settings\u002Fsubscription-and-billing.md","Subscription & Billing",{"type":7,"value":998,"toc":1186},[999,1003,1006,1010,1033,1037,1063,1067,1070,1096,1103,1107,1126,1130,1133,1159,1163,1166],[10,1000,1002],{"id":1001},"plans-overview","Plans Overview",[15,1004,1005],{},"Invoify offers two plans:",[942,1007,1009],{"id":1008},"free-plan","Free Plan",[57,1011,1012,1018,1021,1024,1027,1030],{},[26,1013,1014,1017],{},[33,1015,1016],{},"Unlimited invoices"," — no invoice count limit",[26,1019,1020],{},"7 contacts and 7 products",[26,1022,1023],{},"£1,200\u002Fmonth billing cap (with 7-day grace period)",[26,1025,1026],{},"5 emails per month",[26,1028,1029],{},"PDF export and late payment calculator",[26,1031,1032],{},"Invoify watermark on invoices",[942,1034,1036],{"id":1035},"pro-plan","Pro Plan",[57,1038,1039,1045,1048,1051,1054,1057,1060],{},[26,1040,1041,1044],{},[33,1042,1043],{},"Everything unlimited"," — contacts, products, billing, emails",[26,1046,1047],{},"Recurring invoices with automatic delivery",[26,1049,1050],{},"Automatic payment reminders",[26,1052,1053],{},"OCR expense capture",[26,1055,1056],{},"Scheduled sends",[26,1058,1059],{},"No watermark",[26,1061,1062],{},"Priority support",[10,1064,1066],{"id":1065},"billing-periods","Billing Periods",[15,1068,1069],{},"Pro is available in four billing periods:",[57,1071,1072,1078,1084,1090],{},[26,1073,1074,1077],{},[33,1075,1076],{},"Monthly"," — £9.99\u002Fmonth",[26,1079,1080,1083],{},[33,1081,1082],{},"Quarterly"," — £8.99\u002Fmonth (billed £26.97 every 3 months)",[26,1085,1086,1089],{},[33,1087,1088],{},"Biannual"," — £7.99\u002Fmonth (billed £47.94 every 6 months)",[26,1091,1092,1095],{},[33,1093,1094],{},"Annual"," — £7.99\u002Fmonth (billed £95.88 per year)",[118,1097,1098],{},[15,1099,1100,1102],{},[33,1101,124],{}," Annual billing saves you up to 20% compared to monthly.",[10,1104,1106],{"id":1105},"upgrading-to-pro","Upgrading to Pro",[23,1108,1109,1114,1117,1120,1123],{},[26,1110,612,1111,1113],{},[33,1112,325],{}," or click any upgrade prompt",[26,1115,1116],{},"You'll be redirected to the checkout page",[26,1118,1119],{},"Select your preferred billing period",[26,1121,1122],{},"Enter your payment details (powered by Stripe)",[26,1124,1125],{},"Your Pro features activate immediately",[10,1127,1129],{"id":1128},"billing-cap-free-plan","Billing Cap (Free Plan)",[15,1131,1132],{},"The Free plan includes a £1,200\u002Fmonth billing cap:",[57,1134,1135,1143,1150,1153,1156],{},[26,1136,1137,1138,491,1140,1142],{},"Only ",[33,1139,551],{},[33,1141,563],{}," types count towards the cap",[26,1144,1145,1146,1149],{},"Credit notes do ",[33,1147,1148],{},"not"," reduce the cap",[26,1151,1152],{},"When the cap is first reached, a 7-day grace period begins",[26,1154,1155],{},"After the grace period, you cannot issue new invoices until the monthly reset",[26,1157,1158],{},"The cap resets on the 1st of each month",[10,1160,1162],{"id":1161},"cancellation","Cancellation",[15,1164,1165],{},"You can cancel your Pro subscription at any time:",[23,1167,1168,1172,1177,1180,1183],{},[26,1169,612,1170],{},[33,1171,325],{},[26,1173,61,1174],{},[33,1175,1176],{},"Cancel Subscription",[26,1178,1179],{},"Your Pro features remain active until the end of the current billing period",[26,1181,1182],{},"After that, your account reverts to the Free plan",[26,1184,1185],{},"No data is lost — all your invoices and contacts are preserved",{"title":138,"searchDepth":139,"depth":139,"links":1187},[1188,1192,1193,1194,1195],{"id":1001,"depth":139,"text":1002,"children":1189},[1190,1191],{"id":1008,"depth":982,"text":1009},{"id":1035,"depth":982,"text":1036},{"id":1065,"depth":139,"text":1066},{"id":1105,"depth":139,"text":1106},{"id":1128,"depth":139,"text":1129},{"id":1161,"depth":139,"text":1162},"Understanding Invoify's Free and Pro plans, billing, and how to upgrade.",{},"\u002Fhelp\u002Faccount-settings\u002Fsubscription-and-billing",{"title":996,"description":1196},"help\u002Faccount-settings\u002Fsubscription-and-billing","q1MNW43nWo7X1XsGhwcEGWWWtBhQBtx87yeItyLuj3c",{"id":4,"title":5,"body":1203,"category":147,"description":148,"extension":149,"meta":1291,"navigation":151,"order":152,"path":153,"seo":1292,"stem":155,"__hash__":156},{"type":7,"value":1204,"toc":1283},[1205,1207,1209,1211,1225,1227,1229,1231,1241,1243,1245,1253,1255,1257,1271,1277,1279],[10,1206,13],{"id":12},[15,1208,17],{},[10,1210,21],{"id":20},[23,1212,1213,1215,1219,1223],{},[26,1214,28],{},[26,1216,31,1217,36],{},[33,1218,35],{},[26,1220,39,1221],{},[33,1222,42],{},[26,1224,45],{},[15,1226,48],{},[10,1228,52],{"id":51},[15,1230,55],{},[57,1232,1233,1237,1239],{},[26,1234,61,1235,65],{},[33,1236,64],{},[26,1238,68],{},[26,1240,71],{},[10,1242,75],{"id":74},[15,1244,78],{},[57,1246,1247,1249,1251],{},[26,1248,83],{},[26,1250,86],{},[26,1252,89],{},[10,1254,93],{"id":92},[15,1256,96],{},[57,1258,1259,1263,1265,1269],{},[26,1260,61,1261,65],{},[33,1262,103],{},[26,1264,106],{},[26,1266,109,1267,113],{},[33,1268,112],{},[26,1270,116],{},[118,1272,1273],{},[15,1274,1275,125],{},[33,1276,124],{},[10,1278,129],{"id":128},[15,1280,132,1281,136],{},[33,1282,135],{},{"title":138,"searchDepth":139,"depth":139,"links":1284},[1285,1286,1287,1288,1289,1290],{"id":12,"depth":139,"text":13},{"id":20,"depth":139,"text":21},{"id":51,"depth":139,"text":52},{"id":74,"depth":139,"text":75},{"id":92,"depth":139,"text":93},{"id":128,"depth":139,"text":129},{},{"title":5,"description":148},{"id":1294,"title":1295,"body":1296,"category":663,"description":1367,"extension":149,"meta":1368,"navigation":151,"order":152,"path":1369,"seo":1370,"stem":1371,"__hash__":1372},"help\u002Fhelp\u002Fgetting-started\u002Fcreate-your-first-invoice.md","Create Your First Invoice",{"type":7,"value":1297,"toc":1360},[1298,1301,1304,1308,1313,1317,1323,1327,1333,1350,1354],[10,1299,1300],{"id":663},"Getting Started",[15,1302,1303],{},"Creating your first invoice with Invoify takes just a few minutes. Follow these steps:",[10,1305,1307],{"id":1306},"step-1-add-your-business-details","Step 1: Add Your Business Details",[15,1309,612,1310,1312],{},[33,1311,215],{}," and fill in your business name, address, and VAT number (if registered).",[10,1314,1316],{"id":1315},"step-2-create-a-contact","Step 2: Create a Contact",[15,1318,373,1319,1322],{},[33,1320,1321],{},"Contacts"," and add your client's details — name, email, address.",[10,1324,1326],{"id":1325},"step-3-create-the-invoice","Step 3: Create the Invoice",[15,1328,61,1329,1332],{},[33,1330,1331],{},"New Invoice"," from the dashboard or invoices page:",[23,1334,1335,1338,1341,1344,1347],{},[26,1336,1337],{},"Select your client from the contact dropdown",[26,1339,1340],{},"Add line items (products\u002Fservices)",[26,1342,1343],{},"Set the appropriate VAT rate for each item",[26,1345,1346],{},"Choose your invoice prefix and number",[26,1348,1349],{},"Set the issue date and due date",[10,1351,1353],{"id":1352},"step-4-preview-and-send","Step 4: Preview and Send",[15,1355,1356,1357,1359],{},"Use the live preview to check everything looks correct, then click ",[33,1358,515],{}," to deliver via email.",{"title":138,"searchDepth":139,"depth":139,"links":1361},[1362,1363,1364,1365,1366],{"id":663,"depth":139,"text":1300},{"id":1306,"depth":139,"text":1307},{"id":1315,"depth":139,"text":1316},{"id":1325,"depth":139,"text":1326},{"id":1352,"depth":139,"text":1353},"Step-by-step guide to creating and sending your first invoice with Invoify.",{},"\u002Fhelp\u002Fgetting-started\u002Fcreate-your-first-invoice",{"title":1295,"description":1367},"help\u002Fgetting-started\u002Fcreate-your-first-invoice","1RqfrOzd1Iry7EvKSR0evcp8Hsqo8D7fCSJetI2Nf_g",{"id":1374,"title":1375,"body":1376,"category":839,"description":1537,"extension":149,"meta":1538,"navigation":151,"order":152,"path":1539,"seo":1540,"stem":1541,"__hash__":1542},"help\u002Fhelp\u002Fpayments-reminders\u002Fsetting-up-reminders.md","Setting Up Payment Reminders",{"type":7,"value":1377,"toc":1529},[1378,1382,1387,1391,1425,1429,1432,1458,1462,1479,1483,1486,1503,1511,1515,1518],[10,1379,1381],{"id":1380},"automatic-payment-reminders","Automatic Payment Reminders",[15,1383,1384,1385,136],{},"Payment reminders help you get paid faster by automatically notifying clients about upcoming or overdue invoices. This feature is available on the ",[33,1386,860],{},[10,1388,1390],{"id":1389},"creating-a-reminder-rule","Creating a Reminder Rule",[23,1392,1393,1397,1402],{},[26,1394,612,1395],{},[33,1396,821],{},[26,1398,61,1399],{},[33,1400,1401],{},"Add Reminder Rule",[26,1403,1404,1405],{},"Configure:\n",[57,1406,1407,1413,1419],{},[26,1408,1409,1412],{},[33,1410,1411],{},"Timing",": Before due date, on due date, or after due date",[26,1414,1415,1418],{},[33,1416,1417],{},"Days",": Number of days before\u002Fafter",[26,1420,1421,1424],{},[33,1422,1423],{},"Email template",": Customise the message",[10,1426,1428],{"id":1427},"example-setup","Example Setup",[15,1430,1431],{},"A common reminder schedule:",[57,1433,1434,1440,1446,1452],{},[26,1435,1436,1439],{},[33,1437,1438],{},"3 days before"," due date — Friendly heads-up",[26,1441,1442,1445],{},[33,1443,1444],{},"On due date"," — Payment now due",[26,1447,1448,1451],{},[33,1449,1450],{},"7 days after"," — First overdue notice",[26,1453,1454,1457],{},[33,1455,1456],{},"14 days after"," — Final reminder",[10,1459,1461],{"id":1460},"how-reminders-work","How Reminders Work",[57,1463,1464,1467,1470,1476],{},[26,1465,1466],{},"Reminders are processed automatically each morning (08:00 UTC)",[26,1468,1469],{},"Each reminder is checked against outstanding invoices",[26,1471,1137,1472,1475],{},[33,1473,1474],{},"Issued"," invoices with unpaid balances trigger reminders",[26,1477,1478],{},"Paid and draft invoices are skipped",[10,1480,1482],{"id":1481},"manual-reminders","Manual Reminders",[15,1484,1485],{},"You can also send one-off reminders manually:",[23,1487,1488,1491,1496,1499],{},[26,1489,1490],{},"Open the invoice detail page",[26,1492,61,1493],{},[33,1494,1495],{},"Send Reminder",[26,1497,1498],{},"Customise the email if needed",[26,1500,61,1501],{},[33,1502,515],{},[118,1504,1505],{},[15,1506,1507,1510],{},[33,1508,1509],{},"Important:"," Each reminder email counts towards your monthly email quota. Free plan: 5 emails\u002Fmonth. Pro plan: unlimited.",[10,1512,1514],{"id":1513},"tracking-sent-reminders","Tracking Sent Reminders",[15,1516,1517],{},"View the reminder history for each invoice on its detail page. You can see:",[57,1519,1520,1523,1526],{},[26,1521,1522],{},"When each reminder was sent",[26,1524,1525],{},"Which rule triggered it",[26,1527,1528],{},"Delivery status",{"title":138,"searchDepth":139,"depth":139,"links":1530},[1531,1532,1533,1534,1535,1536],{"id":1380,"depth":139,"text":1381},{"id":1389,"depth":139,"text":1390},{"id":1427,"depth":139,"text":1428},{"id":1460,"depth":139,"text":1461},{"id":1481,"depth":139,"text":1482},{"id":1513,"depth":139,"text":1514},"Configure automatic payment reminders to get paid on time.",{},"\u002Fhelp\u002Fpayments-reminders\u002Fsetting-up-reminders",{"title":1375,"description":1537},"help\u002Fpayments-reminders\u002Fsetting-up-reminders","GmZTJ5pRFzoTdtJrGUhTCQsQ0TM1fAqfhBUUNg93Hdg",1776942880104]