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