Platform Guide

Everything InvoiceIt Can Do For Your Business

Explore every feature of InvoiceIt and discover how to take your business finances to the next level.

Quick Start Guide

4 Steps to Get Going

1
Set Up Your Organization

Go to Super Admin or ask your admin to create an organization. Add your business name, address, logo and banking details.

2
Invite Your Team

From the Users section, invite team members by email. Assign roles: Admin, Accountant, Viewer or Client.

3
Create Your First Invoice

Go to Invoices → New Invoice. Add a client, line items with descriptions, apply tax and send it as a PDF.

4
Review Your Reports

Head to Reports to see income, expenses, profit & loss and tax estimates for any time period.

Full Feature Guide

Everything InvoiceIt Can Do

Here's a detailed look at every module and what you can do with it.

Invoices
Create, send, track and get paid
  • Auto-numbered invoices with custom prefix (e.g. INV_00001)
  • Multi-currency with automatic JMD conversion
  • Itemised line items with GCT/tax, discounts and item types
  • Professional PDF download with your logo and banking details
  • Send invoices directly by email to clients
  • Shareable public link — clients can view without logging in
  • Record multiple partial payments with method and reference
  • Automatic status tracking: Draft → Sent → Partial → Paid → Overdue
Expenses
Track every business cost
  • Four expense types: General, Client-Specific, Project, Miscellaneous
  • Upload receipt images or PDFs for each expense
  • Link expenses to specific clients and projects
  • Miscellaneous expenses require a note (no receipt needed)
  • Multi-currency expense recording
  • Filter by type, date range, client and project
Grants
Manage grant income and documentation
  • Record grants with grantor name, amount and date
  • Attach receipt or award documentation
  • Link grants to specific projects
  • Multi-currency grant recording
  • Grant income appears in all financial reports
  • Filter by grantor, project, year and month
Loans
Track borrowings and repayments
  • Record loans with lender, amount, rate and due date
  • Simple and compound interest types
  • Record individual repayments with principal and interest split
  • Automatic balance tracking with repayment history
  • Loan status: Active, Paid, Defaulted
  • Visual repayment progress bar
Financial Reports
Insights across your whole business
  • Dashboard: Monthly income vs expenses chart with summary totals
  • Income Report: All invoice and grant income with full filtering
  • Expenditure Report: Full expense breakdown by category
  • Profit & Loss: Month-by-month income, expenses and net profit
  • Tax Estimates: Monthly and annual GCT and income tax estimates
  • Date range goes back to your first activity — never limited to 3 years
Settings & Team
Customise and manage access
  • Upload your organization logo — appears on all PDFs
  • Set default currency, invoice prefix and tax rates
  • Manage foreign currency rates with inline editing
  • Create custom invoice item types (comma-separated bulk entry)
  • Add banking details that appear on invoices
  • Role-based access: Admin, Accountant, Viewer, Client
Pro Tips

Get the Most Out of InvoiceIt

Set Up Item Types First

Go to Settings → Item Types and add your common service types (e.g. Consulting, Design, Development). They appear as autocomplete suggestions on every invoice.

Add Currencies Early

If you invoice in USD or other currencies, add them in Settings → Currency Rates before creating invoices so rates are automatically applied.

Use Invoice Sharing

Every invoice has a shareable link your client can view in their browser without needing an account. Perfect for quick review and approval.

Filter Reports by Project

Use the project filter on the Income and Expenditure reports to see exactly how profitable each individual project is.

Ready to Get Started?

Create your free account and start managing your finances today.

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